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Kristi T

CFP®, ChFC®, Series 66

Spring, TX

Edward Jones

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. 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 financial advisors and branch offices nationwide.

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

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 and offers a range of advisory programs and investment strategies 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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David G

Series 66

Oakwood, OH

Edward Jones

David Garel is a financial advisor with Edward Jones in Oakwood, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he owns the Dayton Squash Center, a fitness facility in Miamisburg, Ohio. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Robert M

Series 63, Series 65

Beatrice, NE

Edward Jones

Robert Moran is a financial advisor at Edward Jones with 34 years of industry experience, all spent with the firm since 1992. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Moran serves as vice chair of the Gage County Hospital Authority No. 1 and is a board member of the Beatrice Board of Public Works. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, and charitable organizations. The firm provides a range of advisory services through its nationwide network of over 23,000 financial advisors and offers discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Vincent D

CFP®, Series 66

Los Gatos, CA

Edward Jones

Vincent Di Piero is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Reach Professional Tutoring for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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Thomas G

Series 66

Ft Payne, AL

Edward Jones

Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 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. The firm offers a range of advisory programs and investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. 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 solutions, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

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

Series 66

Greenville, PA

Edward Jones

Andrew Eshelman is a Series 66 licensed financial advisor with Edward Jones in Greenville, PA. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a rental property inherited from his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. 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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Porter L

Series 66

Yakima, WA

Edward Jones

Porter Loyd is a financial advisor at Edward Jones in Yakima, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked at Thrivent Financial and held various roles outside the financial sector, including at Simply Clean CO and Uber Technology Inc. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Family Business Wealth management General retirement planning ESG / Sustainable investing Founder/Business Owner
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James K

CFP®, Series 63, Series 66

Oak Park, IL

Edward Jones

James Kingsley is a CFP® professional with 22 years of experience at Edward Jones in Oak Park, IL. 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, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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George J

Series 63, Series 66

Kihei, HI

Edward Jones

George Jansen is a financial advisor with Edward Jones in Kihei, HI, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including over two decades with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

General retirement planning Retired Founder/Business Owner Executive
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Joseph T

Series 66

St Cloud, MN

Edward Jones

Joseph Tetrault III is a Series 66-licensed financial advisor with Edward Jones in St Cloud, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with 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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Allison K

Series 66

Park Hills, MO

Edward Jones

Allison Kennon is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has previously worked at Kingston School District and Southeast Missouri State University. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Ryan B

ChFC®, Series 66

St George, UT

Edward Jones

Ryan Bessey is a ChFC® and Series 66-registered financial advisor with Edward Jones, based in St George, UT. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment strategies under a fiduciary standard.

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

Series 66

Abilene, TX

Edward Jones

Dwayne Dacus is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the Advisory Board for the Cisco College School of Respiratory Care and owns small construction and property management businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fees and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets across a large national network of advisors and offices.

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

Series 66

Crest Hill, IL

Edward Jones

Nathaniel Albert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his financial advisory role, he serves as an alderman for Ward 4 on the City of Crest Hill Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed 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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Julia G

Series 63, Series 66

Tempe, AZ

Edward Jones

Julia Gunn is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she manages rental properties in the Phoenix area. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Denise T

Series 66

San Antonio, TX

Edward Jones

Denise Townley is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at Edward Jones since 2010, with a brief interval when she was a partner at Townley Technologies, a computer services business. Denise also has experience with Parkhill Baptist Church. 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 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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John S

Series 63, Series 66

Fairfield, IA

Edward Jones

John Stever is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1990 and holds Series 63 and Series 66 designations. Outside of advising, he is involved in local community activities including serving as president of the Evergreen Cemetery Board in Fairfield, Iowa, and operates a small-scale cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, including discretionary and non-discretionary strategies, separate managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Andrew L

Series 66

Columbus, OH

Edward Jones

Andrew Little is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education roles at various local schools and universities from 2010 to 2020 and briefly at Menards Inc. in 2018. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Inheritance planning Wealth management Retired Founder/Business Owner Executive
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