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Jermaine T

Series 66, Series 63

Florissant, MO

Wells Fargo Advisors

Jermaine Tart is a financial advisor with Wells Fargo Advisors in Florissant, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric E

Series 63, Series 65

Glen Carbon, IL

Cetera

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

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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Michael K

Series 66

Maryland Heights, MO

Edward Jones

Michael Kennon is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience, all with Edward Jones since 2013. 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 strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides 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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Corey W

Series 66

Maryland Heights, MO

Edward Jones

Corey Weinberg is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, with a brief tenure at Martin Equipment and roles connected to Butler University prior to that. 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 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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Chad C

Series 66

Maryland Heights, MO

Edward Jones

Chad Cooper is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Benjamin Thompson is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. 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 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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Paige G

Series 66

Florissant, MO

LPL Financial

Paige Gonzalez is a financial advisor at LPL Financial in Florissant, MO, holding a Series 66 designation with five years of industry experience. Prior to joining LPL Financial in 2025, she worked for Edward Jones for nine years and KPMG US for two years. She is involved with RetireStrong Financial Advisors LLC and offers tax preparation and accounting services through retirestrong planners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

College savings (529s, UTMA, etc.)
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Dominick M

Series 63, Series 66

Edwardsville, IL

Charles Schwab

Dominick Moscardelli is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, Scottrade, and various entities within Charles Schwab. 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, utilizing multi-asset model portfolios and a centralized operational structure that supports a large client base across multiple advisory programs.

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

Series 63, Series 65

Glen Carbon, IL

Edward Jones

Denise Arendell is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Denise is co-owner and CEO of Graceology LLC, a spirits brand that donates a percentage of net profits to local nonprofits. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Divorce financial planning General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jeffrey W

Series 63, Series 65

Edwardsville, IL

LPL Financial

Jeffrey Westerhold is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial for 25 years. Westerhold is involved with Scheffel Financial Services and DMW Investments, LLC, which is used for accounting purposes. 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 a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Maxwell E

Series 66

Edwardsville, IL

Morgan Stanley

Maxwell Elbe is a financial advisor with Morgan Stanley in Edwardsville, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Goosehead Insurance and involvement with the University of Mississippi and Twin Lake Trucking. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

General estate planning guidance
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Brendan B

Series 66

Florissant, MO

Edward Jones

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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Emily S

Series 66

Glen Carbon, IL

Edward Jones

Emily Short is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 over $1 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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Dustin J

Series 66

Glen Carbon, IL

Edward Jones

Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products 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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Edward H

Series 66

Godfrey, IL

Morgan Stanley

Edward Hansen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Hansen is based in Godfrey, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services utilizing structured discovery processes and advanced modeling tools.

General estate planning guidance
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Craig S

Series 63, Series 65

St. Louis, MO

Cetera

Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment 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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Jacob B

Series 66

Jennings, MO

J.P. Morgan Securities

Jacob Brown is a financial advisor at J.P. Morgan Securities with one year of experience in the industry. He holds a Series 66 designation and previously worked at Citibank and AT&T. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Dawn W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee solutions, 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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Timothy M

CFP®, Series 66

Edwardsville, IL

Edward Jones

Timothy Mahnesmith is a CFP® certificant and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 large network of advisors and branch offices.

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