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Christopher P

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Pfeifer is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Larson Financial Group. 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 and offers a range of advisory programs and investment solutions 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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Gregory K

CFA®, Series 63

St. Louis, MO

Edward Jones

Gregory Karcher is a CFA® charterholder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm is recognized for its extensive advisor network and branch presence, as well as its integrated capabilities including trust services and securities-based lending.

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

Series 66

Maryland Heights, MO

Edward Jones

Angela Sudduth is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 17 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, 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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Gretchen T

Series 66

St. Louis, MO

Edward Jones

Gretchen Trevaskis is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role since 2018 and previously worked at Protiviti from 2014 to 2018. Gretchen holds a Series 66 designation. 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, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Brooke Forbes is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with nine years at the firm and a total of four years in the industry. Prior to joining Edward Jones, she worked for Flight Safety International. 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 supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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

CFP®, Series 63

Chesterfield, MO

Ameriprise

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Elizabeth B

Series 66

St. Louis, MO

Edward Jones

Elizabeth Bethel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as additional affiliated services such as a trust company and securities-based lending.

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

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Michael Kleekamp is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Edward Jones, and Bank of Franklin County. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Mary H

Series 66

St. Louis, MO

Edward Jones

Mary Hawley 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 2020, she worked at the University of Missouri’s Trulaske College of Business from 2017 to 2020 and has also held roles with the South Korean Provincial Office of Education and at the Jeollamnamdo English Camp. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary 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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Joseph H

Series 63, Series 65

Frontenac, MO

STIFEL

Joseph Hartman is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2021. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

General retirement planning Income planning
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Jay H

Series 66

St Louis, MO

LPL Enterprise

Jay Hill is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and held various roles outside finance, including positions at Walgreens, the United States Post Office, and Ameristar casino. Jay also operated a business called JayMart for nine years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and employs model portfolios and third-party strategists for investment advice.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Don K

Series 63, Series 65

Wentzville, MO

Edward Jones

Don Kohlman is a financial advisor with Edward Jones in Wentzville, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 26 years at Edward Jones. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Nicholas M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by a large national network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Andrew Z

Series 66

St Louis, MO

LPL Financial

Andrew Zanowski is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. Outside of his advisory role, he is involved with Financial Services Holdings, LLC, a business entity used for tax and investment 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 provides a range of advisory programs and services, including financial planning, retirement consulting, and access to model portfolios and research, with offerings that cover both discretionary and non-discretionary management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She 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, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. 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, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Gregory S

Series 63, Series 65

Chesterfield, MO

Mass Mutual Investors Services

Gregory Stein is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships 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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Jacob P

Series 66

St Louis, MO

LPL Enterprise

Jacob Pfeiffer is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has also worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in management duties at Chuck E Cheese. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Darin A

Series 63, Series 65

Chesterfield, MO

Cetera

Darin Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and New York Life Insurance Co. Alexander is also the owner and president of Alexander & Associates, CPA, PC, a firm providing tax preparation and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to multiple program platforms, including model portfolios and third-party 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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