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Juanita P

Series 63, Series 66

St. Louis, MO

Edward Jones

Juanita Penfield is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. 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, managing approximately $1.01 trillion in assets through 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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Lawrence B

Series 63, Series 66

St Louis, MO

Edward Jones

Lawrence Byars is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. He worked at Farmers Insurance Group and Farmers Financial Solutions from 2004 to 2017 before joining Edward Jones in 2018. Outside of his advisory role, he is involved in music performance at Candicci's Restaurant in Ballwin, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jennifer L

Series 63, Series 65

Belleville, IL

Raymond James & Associates

Jennifer Lawson is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and diverse portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph K

Series 66

Saint Louis, MO

Merrill

Joseph Krull is a financial advisor with Merrill in Saint Louis, MO, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Bank of America and owned a 50% stake in BC Boat Cleaning, a business unrelated to investment activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Virgil H

Series 66

St. Louis, MO

Edward Jones

Virgil Hall is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with six years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing Services LLC, CUNA Brokerage Services, Inc., and Merrill. He also worked at Meramec College for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions 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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Jeremy W

Series 63, Series 66

St. Louis, MO

Edward Jones

Jeremy Wertzberger is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He worked at TD Ameritrade from 2016 to 2020 before joining Edward Jones, where he has been since 2020. 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, 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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Christopher G

Series 63, Series 65, Series 66

Swansea, IL

LPL Enterprise

Christopher Green is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Green is involved in marketing and office support roles related to his LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform combining advisory services with financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Edward D

Series 66

St. Louis, MO

Edward Jones

Edward Donoghue is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His background includes roles at Intel and Arizona State University, alongside over a decade of service in the US Army, where he currently serves as a major in the Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions 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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Stephen M

Series 63, Series 65

Swansea, IL

LPL Financial

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. for 27 years and has operated Martin Financial Services, Inc. since 2012. Outside of his advisory role, he is a certified public accountant and president of Martin Accounting Services, Inc., and is a minority partner in a restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and various management strategies.

College savings (529s, UTMA, etc.)
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Vincent W

CFP®, Series 63, Series 65

St Louis, MO

Edward Jones

Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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

Series 65, Series 63

Arnold, MO

Edward Jones

Randall Stahl is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages 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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Michelle N

Series 66

St. Louis, MO

Edward Jones

Michelle Newberry is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. 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 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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Todd B

Series 66

St. Louis, MO

Equitable Advisors

Todd Buss is a financial advisor with Equitable Advisors in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Buss serves on the executive board of the Richard Chaifetz School of Business at Saint Louis University and is a committee board member of the Mathews-Dickey Boys’ & Girls’ Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Timothy S

Series 63, Series 65

Swansea, IL

LPL Enterprise

Timothy Strazinsky is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

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

Series 66

St. Louis, MO

Edward Jones

Tamara Leach is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2007. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, following four years at Wells Fargo Advisors. Based in St. Louis, MO, he currently serves clients through Edward Jones’s broad institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Tyler K

Series 66

St Louis, MO

Thrivent Investment Management

Tyler Kohout is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, UHY, Botz Deal, and teaching positions at the University of Central Missouri, St Dominic High School, and Immaculate Conception of Dardenne Prairie School. He also operated Unchained STL Escape Rooms from 2020 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based financial planning covering topics such as retirement, taxes, estate, and business continuation, without including implementation, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Scott B

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Scott Benefield is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.

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

CFP®, Series 63, Series 65

O'Fallon, IL

STIFEL

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

General retirement planning Income planning
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Thomas M

Series 66

St. Louis, MO

Edward Jones

Thomas Mc Laughlin II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones, he spent three years working in education with Elwood Community Consolidated School District #203. 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 supported by 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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