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Douglas C

Series 63, Series 66

St Louis, MO

Edward Jones

Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St Louis, MO

Edward Jones

Tyler Carmack is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Steris, O'Fallon Brewery, Midwest Pool Management, and Xavier University. 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 maintaining 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 W

CFP®, Series 66

St. Louis, MO

Equitable Advisors

Matthew Wischmeier is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2026. His prior roles include positions at Stifel Independent Advisors, Century Securities Associates, KBW, and STIFEL. Outside of his advisory work, he serves as a notary for the State of Missouri. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael B

Series 63, Series 66

Arnold, MO

Charles Schwab

Michael Bach is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he rents a lake condo at Lake Ozark, MO during the summer months. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its centralized operational infrastructure.

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

Series 66

Festus, MO

STIFEL

Christy Amsden is a financial advisor with Stifel in Festus, Missouri, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She is also a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Collin M

Series 63, Series 66

Waterloo, IL

Edward Jones

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retirement income strategy Inheritance planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Intergenerational Families
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Stephen H

Series 63, Series 66

Imperial, MO

Edward Jones

Stephen Huelster is a financial advisor with Edward Jones in Imperial, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. 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 with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of financial advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Jennifer P

Series 63, Series 66

Imperial, MO

Charles Schwab

Jennifer Poppe is a financial advisor at Charles Schwab with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

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

Series 66

Columbia, IL

LPL Financial

Jordan Floerke is a financial advisor with LPL Financial in Columbia, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at 1st National Bank of Waterloo and various positions while attending Missouri State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Chad R

CFP®, Series 66

St Louis, MO

Edward Jones

Chad Rucker is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Janna A

Series 66

Festus, MO

Edward Jones

Janna Alford is a financial advisor at Edward Jones in Festus, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mom365. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Wealth management Educators, Teachers, and Academics Government Employee Women Professionals
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Christopher H

Series 63, Series 66

Festus, MO

Wells Fargo Clearing

Christopher Harwell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Chunky Gator LLC, which involves a car collection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Alan S

CFA®, Series 66

St Louis, MO

Edward Jones

Alan Schreiner is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning Retired Founder/Business Owner Executive
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Staci T

CFP®, ChFC®, Series 66

Festus, MO

Edward Jones

Staci Templeton is a financial advisor with Edward Jones in Festus, MO, holding the CFP® and ChFC® designations and the Series 66 license. She has 11 years of industry experience, including 10 years with Edward Jones. Outside of her advisory work, she co-owns a small antique and vintage reselling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Women Professionals
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Kevin K

CFP®, Series 66

St Louis, MO

Edward Jones

Kevin Kraft is a CFP® with eight years of industry experience, currently serving with Edward Jones in St. Louis, MO since 2017. Prior to joining Edward Jones, he worked for ten years at Stutte Tile Inc. Outside of his advisory role, he manages a rental property in Springfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Darin B

CFP®, Series 63

St. Louis, MO

Raymond James Financial

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

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

Series 66

St. Louis, MO

Cetera

Matthew Kilburn is a financial advisor with Cetera, holding a Series 66 designation and possessing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Kilburn is also involved in two financial services businesses in St. Louis, including Prosperity Financial LLC and O'Connor Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

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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Brad R

Series 63, Series 65

Columiba, IL

STIFEL

Brad Rippelmeyer is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America from 2012 to 2020. Outside of his advisory role, he is involved with St. John United Church of Christ in Valmeyer, IL, serving as chairman of the annual fall picnic committee and as a board member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

General retirement planning Income planning
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William O

Series 66

Columbia, IL

Edward Jones

William Onder III is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he worked at LEC LTG and Ward & Burton. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Philip Munsterman Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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