Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients.

We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client's investment needs and risk tolerance.

Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business.

To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice.

With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client's needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered "industry-standard".

At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.

MoneyBlock...Built for independent reps and advisors.

To execute our mission, we've assembled a highly qualified management team with extensive knowledge and experience in creating innovative online financial solutions for investors, representatives and advisors.

Jere Wickert - CEO/President

Jere is the CEO and president of MoneyBlock, which was founded on the brokerage firm he started in 1997 - AOS, Inc. Prior to AOS, Jere was a founding member of Caris & Co., a FINRA-registered broker/dealer where he managed day-to-day operations. Before Caris, he managed options trading operations for Alaron Trading.

Jere began his industry career as a floor trader on the CBOE in 1982 and subsequently worked for a number of firms including Chicago Corp., Mabon Nugent, and GRF before becoming an independent market-marker.

Jere holds FINRA licenses Series 7, 3, 4, 24, 55 and 63. He graduated with a B.S. in Accounting/Finance from Marquette University.

Don Ogilvie - Chief Operations Officer

Don is a financial services professional with over 15 years of industry experience, having gained broad exposure to equities, options, mutual funds and futures products. He oversees firm operations and coordinates on-boarding and support efforts for TradingBlock and MoneyBlock. Don began his financial career at Janus funds in Denver, Colorado, before moving to Chicago where he helped to establish the Elite Services division of WebStreet Securities. In 2001 Don moved to Terra Nova Financial, where as Director of Client Services he oversaw support and trading operations, and was instrumental in the firm's conversion to self-clearing and ultimate acquisition by RushTrade Securities. In 2009 he joined MF Global as VP of Electronic Trading, where he helped streamline and modernize global trading operations in futures and derivatives, before joining the MoneyBlock team in 2012.

Don holds FINRA licenses 4, 7, 24, and 63, and is Designated Registered Insurance Principal for AOS, Inc. dba TradingBlock and MoneyBlock. He graduated with a B.S. in Industrial Psychology from the University of Illinois (Urbana-Champaign).

Phil Hoeh - Chief Compliance Officer

Phil has over 20 years in the securities industry with the majority of that time in Compliance and Supervisory roles. Phil started his career on the floors of the CBOT, CME and CBOE in 1991 and ultimately moved into Compliance and Management.

Phil has spent the majority of his career as a Chief Compliance Officer. Some of that time he also served as a Branch Manager, SROP and CROP. Phil was the Chief Compliance Officer/Branch Manager, at Man Financial (formerly E D & F Man International Inc.) from 1996 to 2003. In 2003 Phil moved to Allstate Financial Services where he was the Chief Compliance Officer for their retail broker-dealer, which had over 10,000 registered representatives throughout the United States. He left Allstate in 2006 to take over as Chief Compliance Officer for brokersXpress, LLC. and eventually optionsXpress, Inc. until leaving in 2012 to join the MoneyBlock team.

Phil has the following securities registrations: Series 4, 7, 8, 14, 24, 27, 55, and 63.

Tom Heffernan - Vice President, Marketing

Tom is a financial services industry veteran specializing in new, high-growth ventures, and reorganizations. He oversees marketing and business development for MoneyBlock and its affiliated companies.

Before joining MoneyBlock, Tom was an independent marketing consultant serving several financial industry clients including the CBOE Options Institute, technology and investor education firms, financial advisors and hedge funds. Prior to then, Tom was the Director of Marketing for OptionVue Systems International, a developer of high-end options analysis software, where he oversaw the company's marketing, sales and distribution network.

Tom has also held executive marketing positions with several start-up and small-cap technical and manufacturing firms.

Tom holds FINRA licenses Series 27 and 63. He graduated from the University of Iowa with a B.A. in English.

Gary Martino - Vice President, Sales & Business Development

Gary's broad range of experience provides MoneyBlock with a solid foundation in trading, operations, and compliance. Prior to joining the MoneyBlock team Gary spent 9 years as the Executive Vice President and Chief Operating Officer for brokersXpress, LLC. (2003-2012). As brokersXpress' first full time employee Gary helped build the firm from a small boutique shop with a dozen independent reps to a full service firm with over 300 reps and advisors.

Gary started his career in 1985 with Pacific Brokerage Services and played an integral part in establishing the company as an online brokerage pioneer and leader in online trading. As a member of the senior management team, Gary played a critical role in Pacific's acquisition by Mellon Bank and integration into Mellon's Dreyfus unit. Following the acquisition, he was appointed Senior Registered Options Principal of Dreyfus Brokerage Services in 1998, and was later named Trading Manager, overseeing its national trading operation.

Gary has served on several industry panels and committees including FINRA's Western Region Committee representing District 2 and FINRAs Nominating Committee. Gary has the following registrations: Series 3, 4, 7, 8, 14, 24, and 63.