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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.

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

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

Series 63, Series 65

Chesterfield, MO

LPL Financial

John Gallagher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2002 and has prior experience with firms including Sirius Wealth Management and Securian Financial Services. Gallagher serves as a board member of the MS Society Gateway Chapter, where he participates in developing programs to support the organization's mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, and manages over $819 billion in discretionary assets.

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

General retirement planning Income planning
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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.

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

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

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

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

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

Retired Founder/Business Owner
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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.

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

General retirement planning Income planning
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Vanessa V

Series 66

Maryland Heights, MO

Edward Jones

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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, operating under a fiduciary standard.

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

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

Michael Moeller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Moeller is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services such as business-owner transition and special-needs planning, delivered through a network of financial advisors using Wells Fargo 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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Michael G

Series 63, Series 66

Saint Charles, MO

LPL Financial

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a financial institution service organization affiliated with Vantage Credit Union. Additionally, he holds senior leadership roles at Vantage Credit Union, including Chief Growth & Revenue Officer and President of CUSO Operations. 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 wide range of financial planning, model portfolios, third-party asset management, and institutional advisory platforms, supported by a large network of investment adviser representatives and extensive non-advisory 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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Andrew C

Series 66

St. Louis, MO

Edward Jones

Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.

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

Series 63, Series 66

St. Charles, MO

LPL Financial

Timothy Reeves is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 66 designations. 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 provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

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

Series 63, Series 65

St. Peters, MO

LPL Financial

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, U.S. Bancorp Investments, and Signator Investors. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered through 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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Robert M

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Robert Myers is a CFP® and ChFC® affiliated with Edward Jones in St. Louis, MO, where he has 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by 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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