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John B
Series 63, Series 65
Saint Albans, MO
LPL Financial
John Brooks is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Brooks is also involved in managing an agricultural business entity, B4 Posh Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Nicholas D
CFP®, Series 66
Des Peres, MO
LPL Financial
Nicholas Dragan is a financial advisor with LPL Financial in Des Peres, MO, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he is involved in organizing hockey card show hobby box breaks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and third-party research while providing both discretionary and non-discretionary portfolio management.
A L
Series 65, Series 63
St. Peters, MO
Raymond James Financial
A Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Peters, MO, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Their work history includes roles at Mission Financial LLC and Dillon Financial, alongside their ongoing tenure at Raymond James since 2015. They own a support company, Mission Financial, operating as a DBA for Janssen Longenecker. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning with advanced analytical tools and maintains unique municipal advisory capabilities and specialized SIMPLE IRA consulting services.
Sarah E
Series 66
St. Louis, MO
Edward Jones
Sarah Everding is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 designation. Outside of her advisory role, she is involved in a distributorship selling skincare products with Rodan + Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Scott T
Series 66
St. Louis, MO
Edward Jones
Scott Till is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has three years of industry experience, all with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Laura J
Series 66
St. Louis, MO
Edward Jones
Laura Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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 under management through a large network of over 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Luke C
Series 66
St Louis, MO
Edward Jones
Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Daniel B
Series 66
Maryland Heights, MO
Edward Jones
Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
John G
Series 63, Series 65
Chesterfield, MO
LPL Financial
John Gallagher is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial since 2002 and also has affiliations with Sirius Wealth Management, LLC and Conservation Employees Credit Union. Gallagher serves on the board of the MS Society Gateway Chapter, contributing to program development and mission communication. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and a variety of portfolio management strategies.
Emily C
CFP®, Series 66
Frontenac, MO
STIFEL
Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Paul K
Series 66
St. Louis, MO
Edward Jones
Paul Kjar is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.
Derek K
Series 66
St. Louis, MO
Edward Jones
Derek Kendall is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in Saint Louis, MO, Kendall operates within a large institutional firm known for its comprehensive wealth management services. Edward Jones serves 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. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,000 advisors and 15,000 branch offices.
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.
Robert C
Series 63, Series 66
St Louis, MO
Charles Schwab
Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.
Nicole B
Series 63, Series 65
St. Louis, MO
Edward Jones
Nicole Bascombe is a financial advisor at Edward Jones with 18 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones. Bascombe holds Series 63 and Series 65 licenses. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jonathan M
Series 66
St. Louis, MO
Edward Jones
Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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, with a nationwide network of more than 23,700 financial advisors.
Scott M
Series 63, Series 65
Frontenac, MO
Wells Fargo Clearing
Scott Meine is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.
Elizabeth N
Series 66
St. Louis, MO
Edward Jones
Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. 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 solutions supported by a nationwide network of over 23,700 financial advisors.
Peter F
CFP®, Series 63, Series 65
Frontenac, MO
STIFEL
Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. Stifel serves a broad range of clients, 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 that supports client decision-making in areas such as asset allocation and retirement planning.
Daniel W
Series 63, Series 66
St Louis, MO
Edward Jones
Daniel Will is a financial advisor with Edward Jones based in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Round Room for nine years. Outside of his advisory role, he serves on the membership committee of a local networking organization, BNI. 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.
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