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Brian B

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Brian Buckley is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages 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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Chad H

CFP®, Series 63

St. Louis, MO

Edward Jones

Chad Haas is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Lake Saint Louis, MO, and holds a Series 63 license. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient and alternative investment options.

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

Series 66

St. Louis, MO

Cetera

Matthew Haffer is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and MSMF Wealth Management. He is also involved as a client service associate at MSMF Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

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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Danita M

Series 63, Series 66

St. Louis, MO

Edward Jones

Danita Mahler is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Scottrade. Outside of her advisory role, she co-authors children's books through The Grand Adventure LLC. 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, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Elizabeth Timimmerman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. 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 options supported by a nationwide network of more than 23,000 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Courtney Dinnius is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked independently with a union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Cheryl Draves is a financial advisor with Edward Jones in Fairview Heights, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Kyle Lane is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Goldenberg Heller & Antognoli PC, Carmody MacDonald PC, and Sandberg Phoenix & von Gontard PC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients 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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Jason K

Series 66

St. Louis, MO

OSAIC

Jason Kelly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Renaissance Financial Corporation. In addition to his advisory role, he is involved with Leer Financial Wealth Management as a client service specialist focusing on insurance sales and service. OSAIC Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and financial planning through a wide network of affiliated advisors and employs asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory H

Series 63, Series 66

O'Fallon, IL

Edward Jones

Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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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Nicola A

Series 66

St. Louis, MO

Edward Jones

Nicola Ayers is a financial advisor at Edward Jones with eight years at the firm and three years of industry experience, holding a Series 66 designation. Prior to joining Edward Jones, she worked at MetLife for three years. 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 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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Richard E

Series 63, Series 66

St Louis, MO

Edward Jones

Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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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Lisa M

Series 63, Series 66

St. Louis, MO

Edward Jones

Lisa Monachella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets 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.

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

Series 63, Series 65

Belleville, IL

Mass Mutual Investors Services

Aaron Laramore is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He previously worked at Northwestern Mutual in wealth management and investment management roles for 22 years. Outside his advisory work, he is involved in insurance brokerage and real estate through various business entities. MassMutual Investors Services 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 collaborative, annual planning engagements 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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David K

Series 63, Series 66

St. Louis, MO

Edward Jones

David Kress is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and 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. The firm 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Allison Garey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with 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 investment advisory programs and maintains 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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Michael S

Series 66

Belleville, IL

Edward Jones

Michael Staley is a financial advisor at Edward Jones in Belleville, IL, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Military & Veterans
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David B

Series 63, Series 66

St. Louis, MO

Edward Jones

David Bartsokas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 30 years of industry experience. 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. 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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Joseph L

Series 66

Des Peres, MO

LPL Financial

Joseph Lodes is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Humana and Midwest Elevator Inc. He is also involved with Plan Advisors, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Richard T

Series 66

St. Louis, MO

Edward Jones

Richard Tampow is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 18 years of industry experience. He 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 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.

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