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Floyd M

Series 66

Wentzville, MO

Edward Jones

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 affiliated investment products 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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Richard F

Series 66

Warrenton, MO

Edward Jones

Richard Flores is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved in professional golf for 20 years and has owned a consulting business related to golf and club fitting. He also assists with park maintenance for the City of Bridgeton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of advisors and branches.

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

Series 63, Series 65

Wentzville, MO

LPL Financial

Victor Mccool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Ameriprise Advisor Services and Natcity Investments prior to his current tenure at LPL Financial, which began in 2005. He also operates a separate business under the name McCool Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced 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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Zachary D

Series 66

Wentzville, MO

LPL Financial

Zachary Daniels is a financial advisor with LPL Financial in Wentzville, Missouri, holding a Series 66 designation and 11 years of industry experience. He previously worked at United Planners' Financial Services of America and Investacorp Advisory Services. Outside of advisory work, he owns a business selling 3D prints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using various 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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Matthew R

Series 66

Wentzville, MO

Edward Jones

Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services 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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Daniel L

Series 66

Wentzville, MO

Edward Jones

Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. 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, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Alexander M

Series 66

Troy, MO

Edward Jones

Alexander Mair is a financial advisor at Edward Jones in Troy, Missouri, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Adam C

Series 63, Series 66

Wentzville, MO

Charles Schwab

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by 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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John D

Series 66

Wentzville, MO

LPL Financial

John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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

Series 66

Wentzville, MO

Edward Jones

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.

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

Series 63, Series 66

Wentzville, MO

LPL Financial

Amy Riley is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Raymond James Financial Services, and Strategic Advisors LLC. She is involved with a booster club supporting the dance program at Francis Howell High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services through 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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Brienne M

Series 66

Wentzville, MO

LPL Financial

Brienne Moyer is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and has also worked with Vantage Credit Union since that time, following two years at Freedom First Federal Credit Union. Moyer assists with investment services and administration for credit union members as part of her role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced 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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Adam R

Series 66

Wentzville, MO

Edward Jones

Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Troy, MO

Edward Jones

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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