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Barry J

CFP®, ChFC®, Series 63, Series 66

St. Louis, MO

Edward Jones

Barry Jacobs is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 63, Series 66

Kirkwood, MO

Cambridge Investment Research Advisors

Ronald Kline is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 45 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and also operates Compass Wealth Design LLC and Kline Financial Services. In addition to advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, utilizing both 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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Christopher S

CFP®, Series 66

St. Louis, MO

Cetera

Christopher Seiffert is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its subsidiaries since 2017 and is also involved with MSMF Wealth Management. Outside of financial services, he participates in golf course maintenance at Lake Forest Golf and Country Club in Lake St. Louis, MO. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning through a network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Shelly K

Series 66

Fairview Heights, IL

Cetera

Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Shannon M

Series 63, Series 65

St. Louis, MO

Edward Jones

Shannon Moses is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Oppenheimer & Co Inc and TD Ameritrade. She also serves on the Young Professional Advisory Board for Junior Achievement of Greater St. Louis, where she helps organize events and fundraises. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

St. Louis, MO

Edward Jones

Laura Russell is a financial advisor at Edward Jones in Saint Peters, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

Keith Hanouw is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Hanouw serves as a board member for the Fellowship of Christian Athletes in the St. Louis region. 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 multiple financial topics without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Sarah N

Series 66

St. Louis, MO

Edward Jones

Sarah Norman is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 13 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

St. Louis, MO

Edward Jones

Leslie Hart is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, bringing four years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Cushman & Wakefield and The Cheesecake Factory. 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 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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Kyle F

Series 63, Series 65

O Fallon, IL

LPL Financial

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 10 years with National Planning Corporation. Outside of his advisory role, he is involved with a group formed to purchase a building in O’Fallon, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Ilencia L

Series 66

St. Louis, MO

Edward Jones

Ilencia Lightbody is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Vector Marketing and Atlas Fastpitch, as well as employment in the food and beverage sector. 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 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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Jon W

Series 66

St. Louis, MO

Edward Jones

Jon Wallin is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2010, working primarily out of the St. Louis, MO office. 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 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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Ashley N

Series 63, Series 65

St. Louis, MO

Edward Jones

Ashley Nay is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to Edward Jones, she worked at Citigroup for four years and Merrill for eight years. Outside of her advisory role, she is a part-time coach with Beachbody, focusing on at-home fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is known for its extensive retail advisor and branch network, its affiliated mutual funds, and offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

Brent Mannebach is a CFP® professional with 19 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment management options.

College savings (529s, UTMA, etc.)
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James H

Series 66

Des Peres, MO

Edward Jones

James Hietter is a financial advisor at Edward Jones in Des Peres, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to 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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Zachary B

Series 66

St. Louis, MO

Edward Jones

Zachary Bodine is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Xtivia and Himagine Solutions. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

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

Series 66

St. Louis, MO

Edward Jones

Jennifer Bortnick is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 10 years of industry experience. 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 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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Tommy S

Series 63, Series 66

Swansea, IL

LPL Enterprise

Tommy Silveus Jr. is a financial advisor at LPL Enterprise with nine years of industry experience and holds Series 63 and Series 66 credentials. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he owns and maintains rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, operating an integrated platform that combines adviser programs with the sale of financial products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Douglas B

Series 66

St. Louis, MO

Edward Jones

Douglas Blas is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013 in St. Louis, MO. 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 investment advisory programs and strategies 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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John C

Series 66

St. Louis, MO

Edward Jones

John Coyle is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2015. He has nine years of industry experience and previously worked at the Eastern Missouri Police Academy from 2014 to 2018. 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 through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

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