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Christine B

Series 63, Series 66

Swansea, IL

LPL Enterprise

Christine Boykin is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has held roles at Prudential Insurance Company of America, Pruco Securities, Cetera, and Foresters Financial Services. Outside of financial services, she is involved in vintage audio and vinyl record retailing and restoration through her ownership and management of Frenchtown Records and Frenchtown Audio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various brokerage and insurance products.

Tax-loss harvesting
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Justin R

Series 66

Swansea, IL

LPL Enterprise

Justin Rueter is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PNC Investments, Edward Jones, and Compass Retirement Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Joseph R

Series 66

St. Louis, MO

STIFEL

Joseph Rathert is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Stifel in 2018, he worked at Tomerlin Law Office from 2014 to 2018. Outside of his financial advisory role, Rathert serves as a sports official for the Illinois High School Association and holds trustee and finance committee positions with local organizations. Stifel serves individual and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Scott T

Series 66

St. Louis, MO

Wells Fargo Clearing

Scott Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Edward Jones and a brief tenure at Randstad before joining Wells Fargo Clearing in 2022. 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 process is IPS-driven and based on 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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Todd O

Series 63, Series 66

Columbia, IL

Edward Jones

Todd Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns an LLC involved in office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Patrick M

Series 66

St. Louis, MO

Wells Fargo Clearing

Patrick Mooney is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he serves clients through a large institutional firm. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Retired Founder/Business Owner
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Jennifer R

Series 66

St. Louis, MO

Wells Fargo Advisors

Jennifer Ruzicka Goeke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent eight years at Stifel Nicolaus. 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 advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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

Series 66

St. Louis, MO

STIFEL

Eric Judd is a financial advisor at Stifel in St. Louis, Missouri, holding a Series 66 designation with eight years of industry experience. He has been with Stifel Financial since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Joel P

Series 63, Series 65

Swansea, IL

Edward Jones

Joel Pierce is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Midwestern Securities Trading Company, LLC and Neighbors Credit Union from 2012 to 2017. 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 strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Military & Veterans Government Employee
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Gregory W

Series 66

St. Louis, MO

STIFEL

Gregory Waters is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Markell Estate Planning and Elder Law, and Stifel Nicolaus & Co Inc since 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, 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.

General retirement planning Income planning
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Darrien C

Series 63

St. Louis, MO

Wells Fargo Clearing

Darrien Cooper is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has worked at RHI and held multiple positions at Saint Louis University. Outside of advising, he co-owns and manages finances for a residential and commercial remodeling business, Cooper Property Design LLC. 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 operates at scale with over 14,000 advisors and $671 billion in assets under management, providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Chad C

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Chad Conner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Mary R

Series 66

O'Fallon, IL

Edward Jones

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Sara B

Series 66

St. Louis, MO

Wells Fargo Clearing

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Ashley M

Series 66

Fairview Heights, IL

J.P. Morgan Securities

Ashley Matheis is a financial advisor with J.P. Morgan Securities LLC who holds a Series 66 designation and has six years of industry experience. Her career includes roles at firms such as Fidelity Security Life Insurance Company, Citigroup, Wells Fargo, and PlanMember Securities Corporation. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates under a structure that includes security-based swap dealing and futures commission merchant registrations.

Wealth management Executive Founder/Business Owner
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Sean M

Series 66

St. Louis, MO

Wells Fargo Clearing

Sean Morrissey is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Richard K

Series 66

St. Louis, MO

Wells Fargo Advisors

Richard Krueger is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of planning options, utilizing firm 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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Jonathan B

CFP®, Series 63, Series 65

St. Louis, MO

STIFEL

Jonathan Brandt is a financial advisor at Stifel with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Scottrade for nine years and spent time at Saleeby & Associates and Cutter and Company. He is the founder of Battling Together, an initiative that raises funds for the Leukemia and Lymphoma Society through races and golf events, and he serves on the LLS Visionary Leadership Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and forward-looking capital market assumptions.

General retirement planning Income planning
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Josue S

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Josue Stores is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services, TD Ameritrade, and Combs Law Group. Outside of financial advising, he works part-time as a delivery driver for DoorDash. 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 options, including niche services such as business-owner transition and special-needs planning, using proprietary 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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Joseph M

Series 66

St. Louis, MO

Wells Fargo Clearing

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

Retired Founder/Business Owner
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