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David D

Series 65, Series 63

Frontenac, MO

Wells Fargo Clearing

David Durrill is a financial advisor with Wells Fargo Clearing in Frontenac, MO. He holds Series 65 and Series 63 designations and has 15 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing. 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 both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources while managing approximately $671 billion in assets under management.

Retired Founder/Business Owner
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Boone J

Series 63, Series 66

St Charles, MO

Thrivent Investment Management

Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Mark G

Series 63, Series 65

Clayton, MO

STIFEL

Mark Goddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 1994 and also maintains a role with B & H Petroleum since 1986. Outside of his advisory work, he serves on the board of the St. Louis Elks Lodge #9 and chairs the Broadcast Committee for the St. Louis community parade. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services informed by a proprietary investment strategy developed by its Investment Strategy Group.

General retirement planning Income planning
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Ayana S

Series 66

St Louis, MO

Edward Jones

Ayana Stringfellow is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and 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 offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets 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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Anthony W

CFP®, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jody G

Series 66

Clayton, MO

STIFEL

Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

General retirement planning Income planning
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Paul E

Series 63, Series 66

Old Monroe, MO

LPL Financial

Paul Edwards is a financial advisor with LPL Financial in Old Monroe, MO, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He has been with LPL Financial since 2011 and also holds roles at Bank of Old Monroe and Uvest Financial Services Group, Inc. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Matthew S

Series 66

Chesterfield, MO

Merrill

Matthew Stokes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized retirement planning and wealth management strategies that focus on protecting and growing assets to help clients achieve financial independence and confidence in retirement. With 10 years of experience in financial markets, Matthew guides families through major life transitions such as retirement, career changes, and business exits, aligning strategies with their goals and values. Matthew holds a Bachelor's Degree from the University of Missouri System and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses retirement income planning, tax-efficient investment strategies, risk management, and portfolio optimization. Outside of his professional role, Matthew is involved with the Gateway Region YMCA of O'Fallon. He enjoys camping, golfing, and woodworking, and values faith and family, often spending time with his wife and three children engaged in outdoor activities.

Retirement income strategy Income planning General retirement planning Wealth management Tax-loss harvesting Approaching retirement Parents Values-based investing
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Alexandra R

Series 66

Maryland Heights, MO

Edward Jones

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 solutions, managing approximately $1.01 trillion in assets through a 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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Jared B

Series 66

Maryland Heights, MO

Edward Jones

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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, 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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Kevin E

Series 63, Series 65

Chesterfield, MO

OSAIC

Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jessica H

Series 66

St. Louis, MO

Fidelity

Jessica Hejna is the Regional Director of Wealth Management at Fidelity Investments, where she leads a team and supports Planning Consultants within the Private Wealth Management organization. She has been in this role since 2025. Her experience in the financial industry spans over a decade, beginning as an Investment Specialist II at Edward Jones from 2010 to 2012. She then worked at Archer Wealth Management as an Operations & Investment Assistant from 2012 to 2013. Jessica joined Fidelity Investments in 2013 and has held various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Wealth Management Planning Consultant, and Director of Managed Solutions before her current role. No information about her education, credentials, personal interests, or community involvement has been provided.

Wealth management Active portfolio management
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Mary A

Series 63, Series 65

Saint Charles, MO

LPL Financial

Mary Alsup Niedergerke is a financial advisor with LPL Financial based in Saint Charles, MO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with First State Bank of St. Charles for over three decades and has been with LPL Financial since 2018. Niedergerke is also associated with First State Wealth Advisors, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and multiple management options.

College savings (529s, UTMA, etc.)
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Joshua D

Series 66

St Louis, MO

LPL Enterprise

Joshua Derwin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise serves a diverse client base spanning individuals, retirement plans, charities, corporations, and institutions through advisory and brokerage channels. The firm offers a range of services, including financial planning, model portfolio management, and access to third-party asset managers.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Troy L

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Troy Larsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has experience with Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Bryce S

Series 66

O'Fallon, MO

Edward Jones

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John H

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

John Hofman is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Hofman serves on the finance committee and as a board member for homeowners associations in the Lake Sherwood area and manages a side business selling personal sporting event tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of advisors.

Retired Founder/Business Owner
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Jennifer K

Series 66

St Peters, MO

Edward Jones

Jennifer Kollias is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as Vice President of Fundraising for the Timberland High School Band Booster in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Founder/Business Owner LGBTQIA
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Joseph G

CFP®, Series 63

Creve Coeur, MO

Edward Jones

Joseph Gibson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Gibson serves as a board member for Planned Giving at Southeast Missouri State University, participating in fundraising and donor program discussions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, operates under a fiduciary standard, and is notable for its large network of advisors and affiliated financial services.

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

Series 65, Series 66

Chesterfield, MO

Merrill

Joshua Reichman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to individual client goals. He focuses on areas including divorce transition planning, institutional and corporate benefit services, and investment consulting for endowments, foundations, and non-profits, among others. He holds a Bachelor's Degree from the University of Wisconsin System and maintains several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Joshua engages with the community through volunteering efforts aligned with Merrill's tradition of community participation. His personal interests include golfing, skiing, and traveling.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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