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Shannon S
Series 66
St. Louis, MO
Edward Jones
Shannon Seguin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and operates an eCommerce business focused on online product listings and inventory management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.
Maurice S
Series 63, Series 65
Frontenac, MO
STIFEL
Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.
Jennifer K
Series 63, Series 66
Chesterfield, MO
Merrill
Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.
Bret S
Series 66
St. Louis, MO
Edward Jones
Bret Strong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the U.S. Army Reserve since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of financial advisors and branch offices nationwide.
Connor H
Series 65, Series 63
St Louis, MO
Raymond James & Associates
Connor Henrichs is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones Investments, and The Staenberg Group. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, providing financial planning, investment consulting, and fiduciary solutions with a primarily non-discretionary approach.
Jacqueline C
Series 66
St. Louis, MO
Edward Jones
Jacqueline Cintel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Spire Energy and St. Charles Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.
Tammy M
CFP®, Series 63
Creve Couer, MO
Wells Fargo Advisors
Tammy Mudd is a CFP®-designated financial advisor with 40 years of industry experience currently at Wells Fargo Advisors. She has held various roles within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 15 years. Tammy is also the owner of GENERATIONSWMTMUDD, LLC, a business based in St. Charles, MO. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.
Matthew C
Series 66
St. Louis, MO
Edward Jones
Matthew Clauss is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.
Peter S
Series 63, Series 65
Chesterfield, MO
UBS Financial Services
Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Jack M
Series 66
St. Louis, MO
Edward Jones
Jack Murray is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Challenger and a brief period at OrangeTheory Fitness and the University of Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.
David G
Series 66
St Louis, MO
Edward Jones
David Gantt II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Therion PC LLC and Midwest Acceptance Corporation, as well as teaching at the University of Miami. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Rebecca H
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
Rebecca Hance is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.
Charles P
Series 66, Series 63
St. Louis, MO
Edward Jones
Charles Potts is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and having nine years of industry experience. He worked at Scottrade from 2012 to 2017 before joining Edward Jones, where he has been advising clients since 2017. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
William S
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
William Sellenriek is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at UBS Financial and Minnesota Life Insurance Company, among other firms. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs and tailored financial planning using firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct and corporate financial planning agreements.
Brooks K
ChFC®, Series 66
Chesterfield, MO
Mass Mutual Investors Services
Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.
Benjamin G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.
David P
Series 63, Series 66
Frontenac, MO
Wells Fargo Clearing
David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds minority ownership interests in several broadcasting companies and serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.
Cameron M
Series 66
St. Louis, MO
Fidelity
Cameron Mcelhaney is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held various roles at Dick's Sporting Goods and worked briefly at Arsenal Business Growth. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and use of AI-driven research methodologies.
Josiah A
Series 66
St Louis, MO
Edward Jones
Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.
Donald R
Series 66
St. Louis, MO
Edward Jones
Donald Rowe is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 24 years of experience with the firm since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
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