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Mor W

Series 66

Belleville, IL

Cetera

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

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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Deven P

Series 63, Series 65

St. Louis, MO

STIFEL

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Christina W

Series 63

St. Louis, MO

Wells Fargo Clearing

Christina Wisneski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jason C

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Jason Clark is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven strategies with diversified investment options through its extensive platform.

Retired Founder/Business Owner
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Timothy H

CFA®, Series 65

St. Louis, MO

STIFEL

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John Z

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

John Zensen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes a year with A. G. Edwards & Sons, Inc. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Retired Founder/Business Owner
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Joshua G

Series 66

St. Louis, MO

STIFEL

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Mary F

Series 63, Series 66

Saint Louis, MO

LPL Enterprise

Mary Ferry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
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Michael K

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Kennedy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides specialized planning in areas such as retirement, education, and wealth transfer, with advisors employing proprietary research and tools to deliver tailored recommendations.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Zachary Myers is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to his advisory role, he was involved with RHI General Group and worked at Dewey's Pizza while attending Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, with tailored recommendations supported by proprietary research and tools.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Amy Dumont is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses. She has 24 years of industry experience, including 10 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

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

Series 63, Series 66

Swansea, IL

Merrill

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Kevin M

CFP®, ChFC®, Series 66

St Louis, MO

Edward Jones

Kevin Mc Manus is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine 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 across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Founder/Business Owner
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Hali F

Series 66

St. Louis, MO

Wells Fargo Clearing

Hali Flintrop is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, Hali worked at Wells Fargo Advisors and Above All Personnel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach 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 offerings.

Retired Founder/Business Owner
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Morgan C

Series 66

St Louis, MO

Wells Fargo Advisors

Morgan Coggin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, a merchant cash and stock agreement business. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds the Series 63 and Series 65 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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John P

Series 66

Millstadt, IL

Edward Jones

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 investment strategies through a nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Charles M

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior experience includes a year at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs more than 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Luigi S

Series 66

St. Louis, MO

STIFEL

Luigi Scire is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2019. Prior to his financial career, he operated Touch of Gold Auto Detailing for two years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Eric B

Series 66

St. Louis, MO

Wells Fargo Advisors

Eric Bruce is a financial advisor with Wells Fargo Advisors in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Aston Carter and has experience outside the financial sector, including a role at Johnny Mac's Sporting Goods. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and planning tools, with a focus on tailored client recommendations and optional implementation through its brokerage or 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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