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Benjamin F

Series 66

St Louis, MO

LPL Enterprise

Benjamin Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in property and casualty insurance solicitation through Focus Insurance. LPL Enterprise 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Matthew W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Matthew Wampler is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a rental property in O'Fallon, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

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

Series 63, Series 66

O'Fallon, MO

STIFEL

Stephen Drachnik is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

General retirement planning Income planning
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Harvey Z

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Harvey Ziegler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a non-managing partner in Ziegler Brothers Farm LLC and serves on the advisory board of Woodlawn Chapel Presbyterian Church. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process, offering a broad range of retail and institutional investment services.

General estate planning guidance
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Samuel T

Series 65

Chesterfield, MO

Raymond James Financial

Samuel Thomure is a financial advisor at Raymond James Financial with a Series 65 designation. He has one year of industry experience and has previously worked at Guidestone Capital Partners, Focus Partners Wealth, Buckingham Strategic Wealth, Wells Fargo, and other firms. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

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

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Benjamin Lecroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include work with Naifa, The Compass Wealth Group LLC, and Waddell & Reed, Inc. Outside of his advisory activities, he has been involved with St. Francis of Assissi Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory solutions including financial planning, model portfolio programs, and institutional platforms, supported by a broad 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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Michael W

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. He holds a Series 66 designation and previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved with Saint Louis Distillery as a distiller and tour guide and owns a college planning business, A Plus College Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Benjamin Z

Series 63, Series 65

Chesterfield, MO

Edward Jones

Benjamin Zuckerman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates 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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Todd B

CFP®, Series 63, Series 66

Creve Coeur, MO

Edward Jones

Todd Baebler is a CFP® with 20 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Fidelity Investments from 2013 to 2017. He is based in Creve Coeur, MO. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Widow/Widower
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Michael K

Series 66

Maryland Heights, MO

Edward Jones

Michael Kennon is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

O Fallon, MO

Edward Jones

Shawn Gibbs is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and also serves in the U.S. Army Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Jacob B

Series 63, Series 66

St Louis, MO

Charles Schwab

Jacob Brinkley is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Regal G

ChFC®, Series 66

Chesterfield, MO

Edward Jones

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Christian Malley is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 14 years of industry experience. He 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 advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Wentzville, MO

Edward Jones

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. 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 broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Katheryne Rodenfels is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She worked at Audacy for ten years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a diverse range of households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies alongside affiliated mutual funds and tax-efficient services through a nationwide network of over 23,700 advisors.

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

Series 66

Chesterfield, MO

LPL Financial

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked extensively with First Community Credit Union in various roles related to investment services and notary duties. 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 a range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

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

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Jack Kessinger is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Cambridge and The America Group in various roles. Outside of advising, he is also registered as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and a range of proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler H

Series 63, Series 66

St. Louis, MO

Charles Schwab

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Corey W

Series 66

Maryland Heights, MO

Edward Jones

Corey Weinberg is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, with a brief tenure at Martin Equipment and roles connected to Butler University prior to that. 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 under management and offers a range of advisory services 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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