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Anthony L

Series 66

Cottleville, MO

LPL Financial

Anthony Lemon is a financial advisor with LPL Financial based in Cottleville, MO. He holds the Series 66 designation and has 20 years of industry experience. His prior roles include positions at Edward Jones, Vaquero Global Investment LP, and First Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

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

Series 63, Series 65

St Louis, MO

LPL Enterprise

Christopher Alexander is a financial advisor at LPL Enterprise with 25 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of advisory work, he is employed as a table games manager at Argosy Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily offers model-driven investment solutions and access to third-party asset managers, along with affiliated insurance and trust services.

Tax-loss harvesting
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Gregory K

Series 63, Series 65

Saint Louis, MO

Cetera

Gregory Kimack is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Cetera, he worked at Equitable Advisors and AXA Advisors and spent 28 years with Mastercard. He also operates Greg Kimack LLC, an expense management business established for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm offers diverse investment program options including model portfolios, third-party manager selections, and customized strategies.

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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Jamie L

Series 66

Chesterfield, MO

Morgan Stanley

Jamie Lages is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Jamie worked at Target and the Meramec Valley School District R-3. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Anne O

Series 66

Wentzville, MO

Edward Jones

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, 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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Caspar U

ChFC®, Series 63, Series 65

Chesterfield, MO

OSAIC

Caspar Unterreiner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at OSAIC since 1995, as well as Financial Legacy Associates, LLC since 1998. In addition to his advisory work, he operates a sole proprietorship focused on analyzing, recommending, and selling life and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

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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Lon B

CFP®, Series 63, Series 65

St. Louis, MO

OSAIC

Lon Broske is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Osaic since 2021. He previously worked at Pines Wealth Management for 18 years and Royal Alliance Associates for 27 years. Outside of his advisory work, he owns a sole proprietorship through which he sells term life insurance and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

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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Sandra S

Series 63, Series 65

Saint Peters, MO

Wells Fargo Advisors

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

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

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies 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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Matthew S

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

ChFC®, Series 63, Series 65

Chesterfield, MO

Mass Mutual Investors Services

Robert Herdler is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, all with MassMutual and its affiliated firms. Herdler is also the owner of RCH Financial, LLC, a privately held entity. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software and structured, collaborative client relationships.

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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Jonathan P

Series 66

Chesterfield, MO

Morgan Stanley

Jonathan Pate is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models in its financial planning process.

General estate planning guidance
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Eddie B

Series 63, Series 65

St Louis, MO

LPL Enterprise

Eddie Batts is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of advising, he is involved in real estate rental activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, and institutional entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated services including insurance and trustee offerings.

Tax-loss harvesting
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Jordan B

Series 66

Weldon Spring, MO

Edward Jones

Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. 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 nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jeffrey S

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad platform.

Retired Founder/Business Owner
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Kelly R

Series 63

Chesterfield, MO

Wells Fargo Advisors

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes multiple roles within Wells Fargo entities since 2009. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation options across brokerage and advisory programs.

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

Series 63, Series 66

Chesterfield, MO

Merrill

Christopher Kilfoyle is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial guidance to clients. He focuses on understanding clients' goals and concerns to develop strategies that address short-, mid-, and long-term financial objectives. His services include general investing, retirement planning, college education planning, legacy planning, managing new wealth, and portfolio management. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Christopher holds a Bachelor's Degree from Missouri State University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes listening to clients in order to build tailored strategies that reflect their individual lives rather than using a one-size-fits-all template. He offers ongoing advice and support as clients' financial needs evolve. Outside of his professional work, Christopher is involved with Junior Achievement, reflecting his commitment to community involvement. His personal interests include baseball, chess, cooking, football, golfing, ice hockey, music, singing, spending time with family, and traveling.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Financial Professional
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Michael K

Series 66

Chesterfield, MO

Morgan Stanley

Michael Krako is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general member and owner of HCK MJK LLC, a real estate investment business based in Wildwood, Missouri. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
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Jeffery Y

Series 63, Series 66

St Louis, MO

Charles Schwab

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Mark W

Series 66

Maryland Heights, MO

Edward Jones

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 investment strategies and affiliated services under a fiduciary standard.

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