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Michael M

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

Michael Moeller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Moeller is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services such as business-owner transition and special-needs planning, delivered through a network of financial advisors using Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrew C

Series 66

St. Louis, MO

Edward Jones

Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 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 manages approximately $1.01 trillion in assets and provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

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

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Robert Myers is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Sheila Van Essen is a financial advisor at Edward Jones in St. Louis, Missouri, with eight years of industry experience and a Series 66 designation. She worked at Ernst and Young for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Michael Zangrilli is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he operates an online used book business and works part-time as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Chesterfield, MO

Wells Fargo Clearing

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. Yin has worked with Wells Fargo Clearing and its related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
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Dustin W

Series 63, Series 65

St. Louis, MO

OSAIC

Dustin Ward is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. He is also a managing partner and insurance agent at two St. Louis-based LLCs that sell fixed annuities and various insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm combines brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Deepa C

Series 66

St. Louis, MO

Edward Jones

Deepa Chandran is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies 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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Hannah K

Series 66

St. Louis, MO

Edward Jones

Hannah Knott is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with Tacos y Tequila and Lavelle's Bistro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a broad national 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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Joshua A

Series 66

St. Louis, MO

Edward Jones

Joshua Astudillo is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 8 years of industry experience, all of which he has spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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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Kamikka M

Series 66

St. Louis, MO

Edward Jones

Kamikka Moore is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through 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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Cindy H

Series 63, Series 66

St. Louis, MO

Edward Jones

Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.

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

CFP®, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kylee O

Series 66

St. Louis, MO

Edward Jones

Kylee Olson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Flywheel Sports and YourCause. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Matthew S

Series 66

Chesterfield, MO

Merrill

Matthew Stokes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized retirement planning and wealth management strategies that focus on protecting and growing assets to help clients achieve financial independence and confidence in retirement. With 10 years of experience in financial markets, Matthew guides families through major life transitions such as retirement, career changes, and business exits, aligning strategies with their goals and values. Matthew holds a Bachelor's Degree from the University of Missouri System and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses retirement income planning, tax-efficient investment strategies, risk management, and portfolio optimization. Outside of his professional role, Matthew is involved with the Gateway Region YMCA of O'Fallon. He enjoys camping, golfing, and woodworking, and values faith and family, often spending time with his wife and three children engaged in outdoor activities.

Retirement income strategy Income planning General retirement planning Wealth management Tax-loss harvesting Approaching retirement Parents Values-based investing
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Michelle C

Series 63, Series 65

Manchester, MO

Cetera

Michelle Crause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its affiliated entities since 2014, including a prior role at VOYA Financial Advisors. Additionally, she operates as an independent insurance agent, focusing on the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment platforms with over $256 billion in assets under management.

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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Jacqueline J

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Adam Roland is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, 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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