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Ryan F

Series 63, Series 66

St Louis, MO

Charles Schwab

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. Charles Schwab 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

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

Series 63, Series 65

Des Peres, MO

LPL Financial

Ryan Yeaton is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, Yeaton is involved in a musical group called Slay the Giant that produces and distributes musical content. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

College savings (529s, UTMA, etc.)
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Shantia C

Series 66

St. Louis, MO

Edward Jones

Shantia Coley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years at Edward Jones and a total of eight years in the industry. Her prior experience includes roles at Wells Fargo Bank NA, National Litigation Law Group, and Hedrick Gardner Kincheloe & Garofalo. She is also the founder of a diversity and wellness workshop business serving nonprofits, schools, and other organizations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, 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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James L

Series 66

St. Louis, MO

Edward Jones

James Linck is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

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

Series 66

Chesterfield, MO

Ameriprise

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Isaac G

Series 66

Saint Albans, MO

LPL Financial

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2017 and also maintains roles with NationalPlanning Corporation and Resource One Advisors, LLC. Gardner is involved in selling fixed insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 63, Series 65

St Louis, MO

LPL Enterprise

David Smith is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory role, he is a business owner managing an RV park in Albany, Missouri. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, using an integrated platform that combines advisory services with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brian J

Series 66

St. Louis, MO

Edward Jones

Brian Johanningmeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property inherited and rented to a family member. 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 advisory programs and services, 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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Michael B

Series 66

St. Louis, MO

Edward Jones

Michael Bushmann is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Dalton Scaggs is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His background includes business activities with Gulf Breeze Holdings LLC and S.W.A.N. Insurance, as well as previous ownership of a lawncare business. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals and a variety of platform and portfolio solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Amarissa V

Series 66

St. Louis, MO

Edward Jones

Amarissa Villarreal is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her work history includes multiple roles at Edward Jones since 2017 and a period at Starbucks. Edward Jones is a full-service wealth management firm serving over four million clients, offering 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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Jay F

Series 63, Series 66

St. Louis, MO

Edward Jones

Jay Fishwild is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Robyn Wolper is a financial advisor at Edward Jones with 9 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 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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Patrick D

Series 66

St Louis, MO

Thrivent Investment Management

Patrick Davis is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory work, he serves on the board of Momentum Academy, a charter school network in Saint Louis, and is the CEO and founder of Wisdom & Legacy Consulting LLC, providing consulting, mentoring, and mediation services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of planning topics. The firm does not provide portfolio management for institutional clients and delivers planning through a network of financial advisors without discretionary trading authority.

Business ownership considerations
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Andrew P

Series 66

St. Louis, MO

Edward Jones

Andrew Paulhus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Bank of America and Merrill. Outside of finance, he has experience at YMCA and Dick's Sporting Goods. 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 more than 23,700 advisors, offering 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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Robert G

Series 63, Series 66

St. Louis, MO

Edward Jones

Robert Geary is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1992. Outside of his advisory role, he works as a baseball and softball umpire and supervisor and volunteers as a high school basketball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through 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 J

Series 66

St. Louis, MO

Edward Jones

Joshua Jones is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Kanakuk Kamps, Starbucks, and Truman State University. 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 investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jacqueline M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Mcilhagga is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones and its predecessor firm since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety 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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Jessica R

Series 66

Maryland Heights, MO

Edward Jones

Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She 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 broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.

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

Series 66

St. Louis, MO

Edward Jones

Antonio Reyes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He 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 under management and 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Liquidity event planning Founder/Business Owner
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