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Amy S

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She 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, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Gregory S

Series 63, Series 65

Chesterfield, MO

Mass Mutual Investors Services

Gregory Stein is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

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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Jacob P

Series 66

St Louis, MO

LPL Enterprise

Jacob Pfeiffer is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of the financial industry, he has been involved with management duties at Chuck E Cheese for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm’s investment approach is largely model-driven, featuring access to third-party asset managers, financial planning, and a range of affiliated financial and insurance products.

Tax-loss harvesting
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Darin A

Series 63, Series 65

Chesterfield, MO

Cetera

Darin Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and New York Life Insurance Co. Alexander is also the owner and president of Alexander & Associates, CPA, PC, a firm providing tax preparation and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to multiple program platforms, including model portfolios and third-party managers.

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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Robert M

Series 66

St Louis, MO

Cambridge Investment Research Advisors

Robert Munroe is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cardinal Wealth Planning, Triad Financial Group, Commonwealth Financial Network, OSAIC, and MML Investors Services. In addition to advisory work, he is involved in fixed insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using multiple investment platforms and both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Karla B

Series 66

St. Louis, MO

Edward Jones

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and 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 manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Marc Chenot is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investor Services, LLC since 2013. In addition to his advisory role, he engages in life, disability, and health insurance sales, collaborating with Caravus to provide health insurance solutions to businesses. 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, structuring planning engagements as annual collaborations that use firm-approved technology to analyze client goals and deliver written recommendations.

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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Aaron S

Series 63, Series 66

St Louis, MO

Charles Schwab

Aaron Schoenecker is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Scottrade Inc. Outside of his advisory career, he has maintained longstanding involvement with Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Erin P

CFP®, Series 63

St. Louis, MO

Edward Jones

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Adrian B

Series 63, Series 66

St. Louis, MO

Edward Jones

Adrian Buehler is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services and TD Ameritrade/Charles Schwab & Co., Inc. 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 and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It 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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Tara P

Series 66

Chesterfield, MO

Merrill

Tara Pugh is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Michael M

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Medina is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a background in the restaurant and retail sectors. 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 strategies with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network and provides affiliated services including trust, mutual funds, and securities-based lending.

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

CFP®, Series 63

Chesterfield, MO

Edward Jones

David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. 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 advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Jeffrey F

Series 66

St. Louis, MO

Edward Jones

Jeffrey Fraelich is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center. 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, 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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Jacob M

Series 66

Saint Albans, MO

LPL Financial

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Anderson W

Series 66

Chesterfield, MO

Morgan Stanley

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Peter W

Series 66, Series 63

St Louis, MO

Charles Schwab

Peter Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, he worked at TD Ameritrade for seven years and has experience in roles at Recursive Labs and Ricoh USA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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