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Tyler S

Series 66

St Louis, MO

Cetera

Tyler Simmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory work, he is involved with Images Agency, a talent agency, where he performs talent acquisition. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various model portfolios and customized strategies.

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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Jonathan L

Series 66

St. Louis, MO

Wells Fargo Clearing

Jonathan Laurent is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has nine years of industry experience and has been with Wells Fargo Clearing Services LLC 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Michael C

Series 66

St. Louis, MO

STIFEL

Michael Connors Jr. is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has been with Stifel Financial Corporation since 2015. Located in St. Louis, MO, his work is based within a large institutional firm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
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Eric S

Series 66

St. Louis, MO

STIFEL

Eric Schmittgens is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Rachel F

Series 66

St. Louis, MO

Wells Fargo Clearing

Rachel Finnerty is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Advisors from 2015 to 2020 and has been with Wells Fargo Clearing since 2020. Outside of her advisory role, she is an authorized signer for Finnerty Insurance Group, LLC, a business owned by her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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 offerings.

Retired Founder/Business Owner
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Ryan A

Series 66

St. Louis, MO

Wells Fargo Advisors

Ryan Alvey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Edward Jones for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, using proprietary research and planning tools.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Thomas Spitler is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2014, aside from a one-year gap in employment. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Retired Founder/Business Owner
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Anthony S

Series 66

St. Louis, MO

Wells Fargo Clearing

Anthony Stanius is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments, LLC and WRP Investments, Inc. 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 both brokerage and advisory solutions, using research and analytics to support its investment approach.

Retired Founder/Business Owner
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Richard F

Series 63

St. Louis, MO

Wells Fargo Clearing

Richard Fox is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and three years of industry experience. His prior work includes roles at US Tech Solutions Inc, Larken Logistics, and Sunnyhill Inc, as well as a six-year tenure at the University of Missouri, Columbia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Bryan R

Series 66

St. Louis, MO

Cetera

Bryan Rumping is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside his advisory role, he has experience working at Bellerive Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated third-party managers across discretionary and non-discretionary program 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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Steven M

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Steven Morse is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Eldar Rizvanov is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and seven years of industry experience. His background includes roles at Edward Jones, Randstad, and The Maries County Bank, as well as four years of service in the United States Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop 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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Jennifer P

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Jennifer Peiffer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes positions at Wells Fargo Clearing Services, DiSys, Stifel Nicolaus, TD Ameritrade, and Scottrade. Outside of advising, she owns and operates an online sales business, Pei's Resale Rendezvous LLC. 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, including niche areas such as business-owner transition and sports & entertainment planning, 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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Albert K

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Albert Koesterer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 12 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 services, financial planning, and retirement plan consulting. The firm offers a combination of brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Alyssa B

Series 66

Swansea, IL

LPL Enterprise

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Tax-loss harvesting
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Charles L

Series 63, Series 66

Brentwood, MO

Cetera

Charles Long III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he is a lead guitar player and background vocalist in a blues band and provides guitar lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

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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Micah A

Series 63, Series 65

St. Louis, MO

LPL Financial

Micah Alsobrook is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameren Corporation and Lockton Financial Advisors. Outside of his advisory work, he is involved with Gatewood Wealth Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad range of affiliated financial services.

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

Series 66

Columbia, IL

Edward Jones

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Maurice Y

Series 66

St. Louis, MO

Wells Fargo Clearing

Maurice Young is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is involved in photography through his ownership of My Creative Lens LLC and has ownership in a plus-size women's clothing boutique, Honey's Child Boutique LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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David C

Series 66

Belleville, IL

Cetera

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

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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