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Jared C

Series 66

St. Louis, MO

STIFEL

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Benjamin D

Series 66

Belleville, IL

Edward Jones

Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. 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 and offers a range of advisory programs and investment solutions through a large 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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Blakely H

Series 66

St. Louis, MO

STIFEL

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Allison K

Series 66

St. Louis, MO

STIFEL

Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Clinton B

Series 63, Series 66

Shiloh, IL

LPL Financial

Clinton Bert is a financial advisor with LPL Financial in Shiloh, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior firms include Wells Fargo Clearing Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research model portfolios, customized strategies, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Series 66

St. Louis, MO

STIFEL

Deborah Briest is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Deborah is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Tosha A

Series 66

O Fallon, IL

Wells Fargo Clearing

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jessica G

Series 66

Shiloh, IL

Edward Jones

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

General retirement planning Wealth management Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner Women Professionals Widow/Widower Young Families
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Neil G

Series 63, Series 66

Troy, IL

Edward Jones

Neil Goodwin is a financial advisor with Edward Jones in Troy, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he is involved in managing real estate investments through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets and supported by a large national 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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Angela M

Series 66

St. Louis, MO

STIFEL

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Anthony S

CFA®, Series 63, Series 66

St. Louis, MO

STIFEL

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Jeffrey C

CFP®, Series 66

St. Louis, MO

STIFEL

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Timothy W

Series 66

Swansea, IL

Merrill

Timothy Warner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2003, with experience spanning the banking and insurance industries. Joining Merrill Lynch in 2013, Timothy provides clients with a comprehensive range of wealth management programs and strategies. He and his team support individuals, families, and businesses throughout their financial journeys, acting as their primary contact as needs evolve or situations change. Timothy holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. His educational background includes a bachelor's degree in Business Management from Mid-Continent University, and studies at both the University of Illinois and Rend Lake College. He also holds the Personal Investment Advisor (PIA) professional designation. He is involved in community and professional organizations including the Ainad Shriners, First Baptist Church in O'Fallon, Illinois, and the Lookingglass Corvette Club. Timothy resides in Mascoutah, Illinois with his wife and three daughters.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Public Service Employee Approaching retirement Mid-Career Professionals Parents
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Brett F

Series 63, Series 65

O'Fallon, IL

STIFEL

Brett Faulk is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Kristian Q

CFP®, Series 63, Series 66

St. Louis, MO

STIFEL

Kristian Quigless is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. Prior to joining Stifel in 2024, he worked at Charles Schwab & Co., Inc. and has also held positions outside the financial industry, including roles at Whole Foods Market and educational institutions. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Richard S

Series 63

Edwardsville, IL

STIFEL

Richard Sims is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2014, previously spending time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partner in a real estate development business. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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James W

Series 63, Series 66

St. Louis, MO

STIFEL

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Sean M

Series 66

St. Louis, MO

STIFEL

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

General retirement planning Income planning
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Terry Z

Series 66

St. Louis, MO

STIFEL

Terry Zotos is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas P

Series 66

St. Louis, MO

STIFEL

Nicholas Perotta is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel NicolauS & Co Inc since 2013, joining Stifel Independent Advisors, LLC in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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