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Matthew P

Series 66

Maryland Heights, MO

Edward Jones

Matthew Palasky is a financial advisor at Edward Jones with ten years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 wrap fee 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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Alyson H

Series 66

St. Louis, MO

Edward Jones

Alyson Harper is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and with nine years of industry experience. She has been with Edward Jones since 2016. 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, operating under a fiduciary standard, and manages approximately $1.01 trillion in assets 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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James G

Series 66

Manchester, MO

Edward Jones

James Graham is a financial advisor at Edward Jones in Manchester, MO, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Colette K

CFP®, Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Colette Knobeloch is a CFP® professional with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at OSAIC, Sagepoint Financial, First Allied Advisory Services, and Wells Fargo Advisors. She is also engaged in a side business related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and access to both proprietary and third-party strategies, supporting discretionary and non-discretionary investment approaches tailored to client objectives.

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

CFP®, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Donald Fitzgerald is a CFP® with 19 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. He holds a Series 66 license and also works as an insurance broker, focusing on individual and group life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative annual planning engagements.

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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Jonathan D

CFP®, Series 66

St. Louis, MO

Equitable Advisors

Jonathan Daniels is a CFP® professional with 16 years of industry experience, currently serving at Equitable Advisors since 2026. He previously spent ten years with Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved with tax accounting activities through Community Financial. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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

Series 66

St. Louis, MO

Edward Jones

Nhi Doan is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 credential and 9 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a board member of the Asian American Chamber of Commerce in St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Michael W

Series 66

Maryland Heights, MO

Edward Jones

Michael Woerner is a financial advisor at Edward Jones with 17 years at the firm and 8 years of industry experience. He holds the Series 66 designation. Woerner serves on the advisory board for The Boeing Center for Technology, Information & Manufacturing in St. Louis, participating in board meetings and supporting student-led consulting projects. 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.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Charles Orban is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he manages Steadfast Farms LLC, a recreational farm business in Marthasville, Missouri. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branches nationwide.

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

Series 63, Series 66

Chesterfield, MO

Fidelity

Andrew Shuldberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he collaborates with clients to develop customized financial plans that address changes in their personal lives and in the financial markets. Andrew has been with Fidelity Investments since 2011, progressing through several roles including Service Representative, Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client needs. Details regarding Andrew's education, credentials, personal interests, and community involvement were not provided.

Wealth management
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Irving A

Series 66

St. Louis, MO

Edward Jones

Irving Abram is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 1999. 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 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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Kevin P

CFP®, Series 66

St Louis, MO

Edward Jones

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive Widow/Widower
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William S

Series 63, Series 66

St. Louis, MO

Edward Jones

William Schryver is a financial advisor at Edward Jones in Saint Louis, MO, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge on the St. Louis County Board of Election Commissioners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

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

Series 66

St. Louis, MO

Edward Jones

Joergen Andreas Gjestvang is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at KPMG AS and Saint Louis University, including the Chaifetz School of Business. 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, 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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Michelle I

Series 63, Series 66

Saint Albans, MO

LPL Financial

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. She worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of her advisory role, she is president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Wyatt II is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 1999 and holds Series 66 and Series 63 licenses. 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 and 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.

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

CFP®, Series 66

Chesterfield, MO

Edward Jones

Christopher Bochtler is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2015. Outside of his advisory role, he manages a rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Jenaro C

Series 63, Series 66

Frontenac, MO

Wells Fargo Clearing

Jenaro Centeno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors. Outside of his advisory role, Centeno teaches Brazilian Jiu Jitsu at North Broadway Jiu Jitsu. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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James C

CFP®, ChFC®, Series 63

Saint Louis, MO

Edward Jones

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 wide 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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Robert M

Series 66

Frontenac, MO

Wells Fargo Clearing

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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