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Jeremiah D

Series 63, Series 66

Saint Louis, MO

LPL Financial

Jeremiah Dellas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Stl Wealth LP, Waddell & Reed, Inc., and involvement with Aloha Ventures LLC. He served on the Lindenwood School of Business Board and Lindenwood University, and was involved with the Endangered Wolf Center and Kids Rock Cancer. 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 various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Timothy B

Series 66

St. Louis, MO

Edward Jones

Timothy Boettcher is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2011. 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 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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Christine M

Series 66

St. Louis, MO

Edward Jones

Christine Martin is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 17 years of industry experience. Martin 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 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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Anthony G

CFP®, Series 63, Series 66

Fenton, MO

Raymond James Financial

Anthony Gorman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has also held roles at Waddell & Reed Inc and various insurance carriers. Gorman is the CEO of Crimson King Enterprises LLC and works as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools and supports a broad advisor network including municipal and public finance clients.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Virginia Y

Series 66

St. Louis, MO

Edward Jones

Virginia Young is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at Compass Health Network and Rissuci Agency. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates a fiduciary standard in its advisory services.

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

Series 66

Chesterfield, MO

UBS Financial Services

Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Margaret M

Series 66

St. Louis, MO

Edward Jones

Margaret Moore is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Mason B

Series 63, Series 66

Chesterfield, MO

LPL Financial

Mason Brunsmann is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Citigroup and TD Ameritrade. Outside of his advisory role, he has been involved with Xist Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Steven G

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Goodyear is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones and its predecessor, Edward D. Jones & Co., L.P., since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors, offering 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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Scott W

Series 63, Series 66

St. Louis, MO

Edward Jones

Scott Weindel is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans 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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Andriana S

Series 66

Maryland Heights, MO

Edward Jones

Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Dominick Ferranto III is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2000 and has prior experience at Princor Financial Services Corporation and Principal Life Insurance Company dating back to 1998, as well as Phoenix Home Life since 1997. Outside of financial services, he owns and operates a personal farmland used for hunting and camping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a broad range of advisory programs and investment solutions through a large national network of financial advisors.

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

Series 66

Chesterfield, MO

Wells Fargo Clearing

Jenna Gornicz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2010 to 2016 before continuing her career at Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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James C

Series 63, Series 66

Saint Louis, MO

Raymond James Financial

James Cribbs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously owned Cribbs Financial Services. Based in Saint Louis, MO, he has been affiliated with Raymond James since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using advanced analytical tools and supports advisory programs with specialized municipal and public-finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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John B

CFP®, Series 63, Series 66

St Louis, MO

Charles Schwab

John Benoist III is a CFP®-credentialed financial advisor at Charles Schwab with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Inc. from 2019 to 2022 and has experience in various roles outside the financial industry. He is also the owner of Bazaar Benoist Trading Cards & Games LLC, a retail business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Robert Spinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 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 programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

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

Series 63, Series 66

Chesterfield, MO

Ameriprise

Maxx Eisenhoffer is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill, and Wells Fargo Clearing Services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lauren A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Lauren Angelo is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. 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 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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Jenna P

Series 66

Maryland Heights, MO

Edward Jones

Jenna Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked at SAS Dance Supply, Barnes & Noble College, Lindenwood University, Washington Community High School, and Central Intermediate School. 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 and advisory services, 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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Jennifer O

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Obrien is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 26 years of industry experience. She 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 a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

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