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Dina B

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Edward Jones since 2005. 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 wrap fee strategies, access to 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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Jared B

Series 66

Maryland Heights, MO

Edward Jones

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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, 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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Kelsey C

Series 66

Maryland Heights, MO

Edward Jones

Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently based in Maryland Heights, MO. 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, 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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Michelle G

Series 66

Maryland Heights, MO

Edward Jones

Michelle Gray is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 credential and 18 years with the firm. She has eight years of industry experience. Outside of advising, she works as a sales associate at a retail clothing store. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, 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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Angela D

Series 66

Maryland Heights, MO

Edward Jones

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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 advisors and branch offices nationwide.

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

Series 63

Maryland Heights, MO

Edward Jones

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 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 over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 66

Maryland Heights, MO

Edward Jones

Emma Benesek is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at the University of Arkansas – Fayetteville from 2020 to 2023 and was employed at Freddy's Frozen Custard & Steakburgers from 2017 to 2021. Edward Jones is a full-service wealth management firm that serves more than 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 across the United States.

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

Series 66

Maryland Heights, MO

Edward Jones

Arica Harris is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 managed solutions, 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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Stephanie L

Series 66

Maryland Heights, MO

Edward Jones

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 years of industry experience. She has been with Edward Jones since 2007. 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.

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

Series 66

Maryland Heights, MO

Edward Jones

Rodney Kinzinger is a financial advisor at Edward Jones with nine years of experience in the industry. He holds a Series 66 designation and previously worked at Deloitte for 30 years. He serves as the Finance Committee Chair for Logos School in St. Louis, MO, demonstrating involvement in the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and fiduciary services 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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Michael K

Series 66

Maryland Heights, MO

Edward Jones

Michael Kennon is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience, all 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides services 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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Corey W

Series 66

Maryland Heights, MO

Edward Jones

Corey Weinberg is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, with a brief tenure at Martin Equipment and roles connected to Butler University prior to that. 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 services 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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Michelle E

Series 66

Maryland Heights, MO

Edward Jones

Michelle Ejchler is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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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Tyler R

Series 66

Maryland Heights, MO

Edward Jones

Tyler Roach is a financial advisor at Edward Jones in Maryland Heights, MO, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he buys and sells collectibles and memorabilia through an independent side business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing over $1 trillion in assets.

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

Series 66

Maryland Heights, MO

Edward Jones

Christine Dorf is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she owns Elk and Sparrow, a business that creates and sells homemade home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors.

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

Series 66

Maryland Heights, MO

Edward Jones

Holli Franklin is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Enterprise Holdings from 2015 to 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide, 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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Erica R

Series 66

Maryland Heights, MO

Edward Jones

Erica Robertson is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Edward Jones since 2013 and is also involved with Promotional Brand Ambassadors, a promotional events business where she promotes Chevrolet cars at various events. Additionally, she works as an independent Amazon influencer, promoting products and earning commission through affiliate links. 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, 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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Mariana D

Series 66

Maryland Heights, MO

Edward Jones

Mariana Durham is a Series 66 credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at 3 Spoons and Discover Financial Services. Mariana also has a background in academia from Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a broad nationwide network, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Tyler Price is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2016 and previously worked at Brooks Brothers for three years. Tyler holds the Series 66 designation and is based in Maryland Heights, Missouri. 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, managing approximately $1.01 trillion in assets through 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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Erica C

Series 66

Maryland Heights, MO

Edward Jones

Erica Cazadd is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing nine years of industry experience. She 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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