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Peyton S
Series 66
Town and Country, MO
LPL Financial
Peyton Stauffer is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisors and Legacy Wealth Advisors, and has experience outside the financial industry with Springfield Remanufacturing Corporation and Maso Pizza Bar. He also serves as trustee and power of attorney for a revocable living trust. 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 model portfolio programs, supported by a large network of investment adviser representatives.
Brenton W
Series 66
Chesterfield, MO
Edward Jones
Brenton Waldbueser is a Series 66–licensed financial advisor with Edward Jones in Chesterfield, MO, with 17 years of industry experience. He has been with Edward Jones since 2008. Waldbueser is a member of The Tines Club, a 501(c)(3) organization based in Wentzville, MO. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Halina C
Series 66
Chesterfield, MO
Ameriprise
Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.
Dennis H
Series 66, Series 63
Cottleville, MO
Edward Jones
Dennis Hunt is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Outside of his advisory role, he manages residential rentals for family members. 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 options, supported by a large network of financial advisors and branch offices nationwide.
Michael O
Series 63, Series 65
Chesterfield, MO
LPL Financial
Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, for 24 years. 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 financial planning and investment solutions, including third-party asset management and institutional platforms, and supports advisors with various model portfolios and advanced operational tools.
Kirstin M
Series 63, Series 66
Chesterfield, MO
Wells Fargo Advisors
Kirstin Mower is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored recommendations delivered through discrete planning engagements.
Jeremy C
Series 63, Series 66
Chesterfield, MO
Edward Jones
Jeremy Cowan is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and has 19 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 options within a nationwide network of more than 23,000 financial advisors.
Thomas W
Series 66
Chesterfield, MO
Ameriprise
Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.
Nicholas W
CFP®, Series 66
St Peters, MO
Edward Jones
Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.
Joseph M
Series 66
Chesterfield, MO
OSAIC
Joseph Mccarthy III is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, he participates in a marketing-focused financial advisor group and serves on the finance committee of Sacred Heart Catholic Church. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a focus on diversified portfolios and multiple third-party management solutions.
Daniel V
Series 63, Series 65
Chesterfield, MO
OSAIC
Daniel Velcheck is a financial advisor with Osaic Wealth, Inc. based in Chesterfield, Missouri. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Osaic in 2024, he worked at Primerica Advisors and Primerica Financial Services, and he also maintains a CPA role providing accounting, tax preparation, and audit services through Peak Audit & Accounting LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services supported by firm-provided asset allocation tools, risk assessments, and automated rebalancing. The firm utilizes a range of investment vehicles and platforms to manage portfolios on either a discretionary or non-discretionary basis.
Caleb S
Series 66
Wentzville, MO
LPL Financial
Caleb Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has prior experience with United Planners and Tribute Financial, and he currently serves as a worship pastor at Reclaim Christian Church. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Matthew J
Series 63, Series 65
Chesterfield, MO
OSAIC
Matthew Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Fortis Investors, Inc. for 25 years before joining OSAIC in 2024. Johnson serves as a board member and treasurer for New Melle Sports and Recreation, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios using various asset types, managing accounts on discretionary or non-discretionary bases.
Mason R
Series 66
Chesterfield, MO
Morgan Stanley
Mason Rickens is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Merrill, Gilliland Lee Financial Group, Buckman Enochs Coss and Associates Inc, and Huntington National Bank. Outside of advising, he owns a limited liability company, MJR Supply LLC, though it has not been active since its inception. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its investment approach.
John W
Series 63, Series 65
Chesterfield, MO
Mass Mutual Investors Services
John Weeks is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MassMutual and its affiliated firms since 2007. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships using firm-approved analytical tools.
Stephen B
Series 63, Series 66
O'Fallon, MO
Edward Jones
Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.
Michael B
Series 66
Wright City, MO
Edward Jones
Michael Baryo II is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked with Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. 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, managing approximately $1.01 trillion in assets.
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.
Melanie A
Series 63, Series 66
Chesterfield, MO
Wells Fargo Clearing
Melanie Avery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.
Sarah B
CFP®, Series 66
St Charles, MO
Edward Jones
Sarah Brenker is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Edward Jones in St. Charles, MO since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
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