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Michael R

ChFC®, Series 63

Saint Louis, MO

Cetera

Michael Raeber is a financial advisor with Cetera who holds the ChFC® and Series 63 designations and has 43 years of industry experience. His prior experience includes roles at First Allied Securities, INC. and First Allied Advisory Services, INC. He is involved with several nonprofit organizations including the Crestwood-Sunset Hills Chamber of Commerce, the Kiwanis Club of Crestwood-Sunset Hills, and Toys for School Kids. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

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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Stephen T

Series 66

Swansea, IL

LPL Financial

Stephen Torre is a financial advisor with LPL Financial in Swansea, IL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC from 2023 to 2025 and has experience in various roles including positions at Eastern Illinois University and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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James S

Series 66, Series 63

St. Louis, MO

Edward Jones

James Steed Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and proprietary money market funds.

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

Series 66

St. Louis, MO

Edward Jones

Hannah Scoles is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with VINCENZOS, an additional business activity she has maintained since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and maintains a large national network of advisors and offices, 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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Christopher D

Series 66

St. Louis, MO

Edward Jones

Christopher Dominguez is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he owns Cozy Dog Furniture LLC, a custom dog furniture business, and is a publisher and writer of several books on ADHD organization and inspiration. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with both discretionary and non-discretionary investment strategies.

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

Series 66

St. Louis, MO

Edward Jones

Nicholas Hessler is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. He 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 strategies supported by a large 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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Angela M

Series 66

St. Louis, MO

Edward Jones

Angela Mondello is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2017 and was previously employed at First Bank from 2015 to 2017. 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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Christine B

Series 63, Series 66

Swansea, IL

LPL Enterprise

Christine Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera. Outside of finance, she is involved in managing several small businesses related to vintage audio equipment and vinyl records, including bookkeeping and restoration work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm delivers investment advice primarily through investment adviser representatives using research, model portfolios, and third-party strategists within an integrated platform that also supports insurance sales and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew G

Series 63, Series 66

St Louis, MO

Edward Jones

Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through 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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Justin R

Series 66

Swansea, IL

LPL Enterprise

Justin Rueter is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments, Edward Jones, and The Prudential Insurance Company of America. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John B

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

John Boylan Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Edward Jones since 2015. 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 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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Nicholas S

Series 66, Series 63

St. Louis, MO

Edward Jones

Nicholas Serati is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Stifel, Nicolaus & Company Inc, Charles Schwab & Co Inc, TD Ameritrade, and several other firms. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, 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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Brian F

Series 63, Series 66

St. Louis, MO

Edward Jones

Brian Forbes is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 14 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, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and a proprietary money market fund.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Edward Neuner is a CFP® and holds a Series 66 license. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

St Louis, MO

Edward Jones

Debra Wilke is a CFP® and holds a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2006. 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 programs and investment solutions, including discretionary and non-discretionary 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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Sean A

Series 63, Series 66

St. Louis, MO

Edward Jones

Sean Abernathy is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a partner at a bar in St. Louis, where he bartends and manages. 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 solutions supported by a large 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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Joshua P

Series 63, Series 66

St Louis, MO

Edward Jones

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.

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

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Matthew Boltz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, Boltz serves as an online tutor of economics and finance for Tutor.com. 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 affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Fenton, MO

Edward Jones

Matthew Thomason is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of BR549 Holdings, a forestry business involved in timber growth and harvest management. 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 and investment strategies, operating under a fiduciary standard.

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

Series 63, Series 66

Columbia, IL

Edward Jones

Todd Osterhage is a financial advisor with Edward Jones in Columbia, Illinois, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns T.A.L.K. Properties, an LLC that holds office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a network of more than 23,000 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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