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Ronald W

Series 63, Series 66

Brooksville, FL

Edward Jones

Ronald Wheeles is a financial advisor with Edward Jones in Brooksville, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, he is a notary public authorized to officiate weddings and other ceremonies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions 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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Patrick O

CFP®, Series 66

Mount Pleasant, SC

Edward Jones

Patrick O'Brien is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Immedion before joining Edward Jones. Based in Mount Pleasant, SC, he serves clients through his role at Edward Jones. 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 broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 66

Americus, GA

Edward Jones

Austin Lightner is a financial advisor with Edward Jones in Americus, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for a decade at TCI Powder Coatings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of advisory programs, managed accounts, and affiliated investment products under a fiduciary standard.

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

CFP®, Series 66

Beaver Dam, WI

Edward Jones

Aaron Bischoff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2017 to 2021, and held roles at Glasfloss Industries and the University of Wisconsin-Oshkosh. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive
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Leo S

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed 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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Meta B

Series 66

Louisville, KY

Edward Jones

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

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

ChFC®, Series 63, Series 66

Henryetta, OK

Edward Jones

Jeremy Roberts is a financial advisor at Edward Jones with 20 years of industry experience and holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2005. Roberts serves as a board member of the Henryetta Hospital Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated offerings, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Steven B

Series 63, Series 66

Issaquah, WA

Edward Jones

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

CFP®, Series 66

Lafayette, IN

Edward Jones

Brad Grabowski is a CFP® and holds a Series 66 license with 11 years of industry experience, all with Edward Jones. He is based in Lafayette, IN, and 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 offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Tammie S

CFP®, Series 63, Series 66

Silverthorne, CO

Edward Jones

Tammie Schroeder is a CFP® certificant with 20 years of experience in the financial industry. She has been with Edward Jones since 2005. 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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Joseph K

Series 63

Gansevoort, NY

Edward Jones

Joseph Kelly is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 63 designation. He 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Military & Veterans
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William C

Series 66

Middlebury, IN

Edward Jones

William Clark is a financial advisor with Edward Jones based in Middlebury, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Vector Marketing and the Ron Blue Institute. Outside of his advisory role, he has experience as a purchasing intern at McConn Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Family Business Inheritance planning Founder/Business Owner
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Jeffrey L

CFP®, Series 63

Sierra Vista, AZ

Edward Jones

Jeffrey Lane is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds a Series 63 license and is based in Sierra Vista, Arizona. Edward Jones is a wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains 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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Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 66

Cedar Park, TX

Edward Jones

Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

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

Series 66

Rochester, MN

Edward Jones

Jeremy Burget is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Mayo Clinic for 16 years. 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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Sammi M

Series 65, Series 63

San Marcos, TX

Edward Jones

Sammi Moore is a financial advisor at Edward Jones in San Marcos, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, Moore worked in the mortgage industry at Thrive Mortgage and Caliber Home Loans. 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 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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Christine A

Series 66

St. Louis, MO

Edward Jones

Christine Arendes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Medical West Respiratory Services. 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 and a nationwide network of more than 23,000 advisors, the firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and affiliated mutual funds.

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

Series 66

Phoenix, AZ

Edward Jones

Lauren Pampinella is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is active as an Amazon influencer and operates affiliate links through TikTok Shop. 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 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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Alan R

Series 66

Midlothian, TX

Edward Jones

Alan Reese is a Series 66-licensed financial advisor with Edward Jones in Midlothian, TX, where he has worked since 2009. He has 16 years of industry experience. Reese holds leadership roles as President of The Reese Corp. and Vice President of Stunc, Inc., both based in Palmer, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
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