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Adam W

Series 63, Series 66

Ballwin, MO

Cetera

Adam Wiedman is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

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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Britton M

Series 63, Series 66

St Louis, MO

Charles Schwab

Britton McNeill is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for several years and has also held positions at Amazon and AMC Showplace Edwardsville 12. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

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

Series 63

Eureka, MO

Wells Fargo Clearing

David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Daniel F

CFP®, Series 63

O'Fallon, MO

Edward Jones

Daniel Farner is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds the CFP® designation and Series 63 license and has 34 years of industry experience, having been with Edward Jones since 1989. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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

Series 63, Series 65

Saint Albans, MO

LPL Financial

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at National Planning Corporation and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered by a large network of investment adviser representatives.

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

CFP®, Series 63

Chesterfield, MO

Raymond James Financial

Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles G

Series 66

Chesterfield, MO

Wells Fargo Clearing

Charles Grbcich is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Stephen D

Series 63, Series 66

O'Fallon, MO

STIFEL

Stephen Drachnik is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

General retirement planning Income planning
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Harvey Z

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Harvey Ziegler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a non-managing partner in Ziegler Brothers Farm LLC and serves on the advisory board of Woodlawn Chapel Presbyterian Church. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process, offering a broad range of retail and institutional investment services.

General estate planning guidance
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Samuel T

Series 65, Series 63

Chesterfield, MO

Raymond James Financial

Samuel Thomure is a financial advisor at Raymond James Financial in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2020, including positions at Buckingham Strategic Wealth, LLC, Focus Partners Wealth, LLC, and Guidestone Capital Partners. Prior to his financial career, he held roles outside of finance, including with FedEx and University of Missouri - Columbia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erin W

Series 65, Series 63

Washington, MO

Cambridge Investment Research Advisors

Erin Wideman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, following a two-year tenure at Money Concepts Capital Corp. Erin serves as a treasurer for a local volunteer organization. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Andrew M

CFP®, Series 63, Series 65

Saint Albans, MO

LPL Financial

Andrew Mccollum is a CFP® professional affiliated with LPL Financial, with 14 years of industry experience. He worked at National Planning Corporation from 2011 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Mccollum serves as an assistant football coach at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies through a network of more than 22,800 advisors.

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

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved as a distiller and tour guide at Saint Louis Distillery and owns a college planning business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers both discretionary and non-discretionary management across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Benjamin Z

Series 63, Series 65

Chesterfield, MO

Edward Jones

Benjamin Zuckerman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates through 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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Jacob B

Series 63, Series 66

St Louis, MO

Charles Schwab

Jacob Brinkley is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

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

ChFC®, Series 66

Chesterfield, MO

Edward Jones

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 66

Chesterfield, MO

LPL Financial

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked extensively with First Community Credit Union in various roles related to investment services and notary duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

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

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Jack Kessinger is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior roles include positions at The America Group and other firms. Kessinger is also registered as an insurance agent involved in insurance and benefits activities. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Tyler H

Series 63, Series 66

St. Louis, MO

Charles Schwab

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

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

Series 66

Chesterfield, MO

Fidelity

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

Charitable giving & philanthropy Active portfolio management Financial Professional
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