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Marcy O

Series 66

St. Louis, MO

STIFEL

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Tricia E

Series 63, Series 66

O'Fallon, IL

Edward Jones

Tricia Earnest is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Midwest BankCentre. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets across a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Charles R

CFP®, Series 66

O'Fallon, IL

Edward Jones

Charles Richards is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and fulfills duties as a commander in the U.S. Navy Reserve, where he also teaches a reserve leadership course monthly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Inheritance planning General estate planning guidance Military & Veterans Founder/Business Owner Intergenerational Families
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Joseph D

Series 63, Series 66

Shiloh, IL

Edward Jones

Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Colleen D

Series 66

St. Louis, MO

STIFEL

Colleen Dunaway is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020, previously employed at Diversified Financial Advisors, LLC and Enterprise Holdings. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model asset allocations based on proprietary capital market assumptions developed by its Investment Strategy Group.

General retirement planning Income planning
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Brenden R

Series 66

Swansea, IL

Merrill

Brenden Rolens is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Family Wealth Management Strategies, and Portfolio Management Services. He brings a strong background in market evaluation and financial analysis to his role, which supports his work with clients to meet their financial objectives. Prior to joining the financial services industry with Lollar and Associates in 2026, Brenden developed his financial analysis skills through roles in manufacturing and private equity financial teams. Brenden holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Edwardsville High School and attendance at Northwestern University without degree conferral. Residing in Glen Carbon with his wife Korinne and their two children, Thelma and Clyde, Brenden spends his personal time engaging in activities such as playing with his children, watching crime documentaries with his wife, and analyzing sports data related to Major League Baseball and the National Football League. His personal interests also include baseball, basketball, billiards, chess, football, golfing, reading, running marathons, and table tennis.

Wealth management Passive / index investing Young Families Parents
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Eric E

Series 63, Series 65

Glen Carbon, IL

Cetera

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Richard K

Series 66

O Fallon, IL

Wells Fargo Clearing

Richard Kincheloe is a financial advisor with Wells Fargo Clearing in O Fallon, Illinois, holding a Series 66 designation and 15 years of industry experience. He has been with Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to provide both brokerage and advisory solutions.

Retired Founder/Business Owner
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Richard M

Series 66

St. Louis, MO

STIFEL

Richard Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with two years of industry experience. He previously worked at Keefe Bruyette & Woods Inc. and spent 14 years at Hollywood Casino St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Peggy E

ChFC®, Series 63, Series 65

Highland, IL

Cambridge Investment Research Advisors

Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company since 1997 and Cambridge Investment Research since 2007. She also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Thomas C

Series 66

St. Louis, MO

STIFEL

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Kathleen K

Series 63, Series 66

Belleville, IL

Raymond James & Associates

Kathleen Kernan is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2013, following prior roles at Morgan Keegan & Company and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a broad affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrea C

Series 66

St. Louis, MO

STIFEL

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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Mitchell G

Series 66

St. Louis, MO

STIFEL

Mitchell Greenblatt is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Stifel in 2022. Greenblatt serves on multiple community boards, including as President of The BackStoppers Development Board and Chairman of the Young Professionals Board at The Magic House, St. Louis Children's Museum. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary methodologies developed by the Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Stephen L

Series 66

St. Louis, MO

STIFEL

Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

General retirement planning Income planning
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Ethan A

Series 66

Swansea, IL

LPL Financial

Ethan Albers is a financial advisor at LPL Financial with four years of industry experience. He has previously worked at Wintrust Investments LLC and First County Bank. Outside of his advisory role, he is a business owner of We Bussin, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan W

Series 66

St. Louis, MO

STIFEL

Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

General retirement planning Income planning
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Daniel M

Series 66

St. Louis, MO

STIFEL

Daniel Mestres is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has worked at Stifel since 2020 and previously held positions at Cortland, part of Alter Domus Group, and Hertz. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

General retirement planning Income planning
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Heidi G

Series 66

St. Louis, MO

STIFEL

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Joseph C

Series 63, Series 66

Shiloh, IL

Edward Jones

Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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