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Garrett R

CFP®, Series 66

Waterloo, IL

Edward Jones

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, Illinois, and has nine years of industry experience. He has been with Edward Jones for ten years and previously worked at The Orchards Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Christopher H

CFP®, CFA®, Series 66

St. Louis, MO

Equitable Advisors

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daniel G

Series 63, Series 66

Festus, MO

LPL Financial

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC. Outside of his advisory role, he is the owner of Decision Coaching, LLC. 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, model portfolio programs, and third-party asset management, supported 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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Alexander J

CFP®, Series 66

Mehlville, MO

Edward Jones

Alexander Johnson is a financial advisor with Edward Jones in Mehlville, MO, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., in addition to multiple periods at Edward Jones. Outside of his advisory work, he has ownership interests in a telecommunications company and an online retail store focused on sports cards and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated capabilities such as a trust company, and a fiduciary standard in advisory services.

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

CFP®, Series 66

St. Louis, MO

Raymond James Financial

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. 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, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

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

Series 63, Series 65

Fenton, MO

LPL Financial

Beth Hoock is a financial advisor at LPL Financial with 29 years of experience in the industry. She previously worked at Commerce Brokerage Services, Inc. for 27 years before joining LPL Financial in 2023. She holds the Series 63 and Series 65 designations. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Arnold, MO

Edward Jones

Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Military & Veterans
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Scott S

Series 66

Festus, MO

Edward Jones

Scott Seek is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 credential. Outside of his advisory role, he serves as president of the Jefferson County Tourism Commission and is involved with a local flying club, Cloud Seekers of Jefferson County LLC. He is also a county councilman in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner
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Joseph B

CFP®, Series 66

St Louis, MO

Edward Jones

Joseph Barnowski is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, 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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Alicia L

Series 63, Series 66

St Louis, MO

Edward Jones

Alicia Laken is a financial advisor at Edward Jones in St. Louis, Missouri, holding the Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Early retirement planning Business ownership considerations Founder/Business Owner
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Frank W

CFP®, Series 63

Hillsboro, MO

Edward Jones

Frank Weber is a CFP® with 27 years of industry experience, all of which he has spent at Edward Jones. He holds a Series 63 license and is based in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business sale tax planning General estate planning guidance Retired Founder/Business Owner Executive
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Michelle C

CFP®, ChFC®, Series 66

St Louis, MO

Edward Jones

Michelle Chapman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients by providing full-service wealth management, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Sean K

Series 63, Series 66

Sunset Hills, MO

Edward Jones

Sean King is a financial advisor with Edward Jones in Sunset Hills, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience, all of which has been with Edward Jones since 1999. Outside of his advisory role, he serves as the First Vice President of the Fenton Area Chamber of Commerce, is a director of the Behrmann Foundation in St. Louis, and owns businesses focused on marketing and educational consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Jeffery B

Series 63, Series 65

Fenton, MO

Primerica Advisors

Jeffery Bradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Pohlman, Inc., spanning over a decade. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services provided by Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher M

Series 63, Series 65

Saint Louis, MO

Edward Jones

Christopher Meyer is a financial advisor at Edward Jones with 16 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at LPL Financial from 2011 to 2017. Meyer holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by 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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John M

Series 63, Series 65

St Louis, MO

Edward Jones

John Malesevich is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Edward Jones since 1998. Outside of his advisory role, he is president and partner of the Vintage Investors Investment Club, a 19-member group focused on education and investment. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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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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Daniel W

Series 63, Series 66

St Louis, MO

Edward Jones

Daniel Will is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at Round Room. Outside of his advisory role, he serves on a membership committee for a local networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

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

Series 66

Fenton, MO

Merrill

Jonathan Stogsdill is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 license. He has worked at Merrill and Bank of America since 2009 and is currently affiliated with Trinity Wealth Advisors LLC. Outside of his financial career, he serves as an elder at Central Presbyterian Church in Clayton, Missouri, where he has shepherding and teaching responsibilities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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