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Michael W

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Wyatt II is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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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Matthew L

Series 66

St. Louis, MO

Edward Jones

Matthew Lindley is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, following a prior role at Scottrade from 2014 to 2016. Outside of his advisory work, Lindley is a volunteer yoga instructor and pursues freelance projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Lauren B

Series 66

St. Louis, MO

Edward Jones

Lauren Barron is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates 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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Robert S

Series 63, Series 65

St. Louis, MO

Edward Jones

Robert Sutter is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining Edward Jones in 2026, he worked at Private Client Services and RFG Advisory, LLC (dba Four Seasons Wealth Management), among other firms. 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 solutions supported by a large national 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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Geoff S

Series 66

St. Louis, MO

Edward Jones

Geoff Stonner is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Wyatt ERP Systems and 27 Global, and has held prior roles at Edward Jones totaling 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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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George A

Series 66

St. Louis, MO

Edward Jones

George Agai is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Goldman Sachs and has held roles outside finance, including as Head Coach of a junior varsity soccer team and as visiting faculty at Principia College, where he teaches a course on discovering business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Pfeifer is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Larson Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national 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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Gregory K

CFA®, Series 63

St. Louis, MO

Edward Jones

Gregory Karcher is a CFA® charterholder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm is recognized for its extensive advisor network and branch presence, as well as its integrated capabilities including trust services and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Gretchen Trevaskis is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role since 2018 and previously worked at Protiviti from 2014 to 2018. Gretchen holds a Series 66 designation. 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 programs, 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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Brooke F

Series 66

St. Louis, MO

Edward Jones

Brooke Forbes is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with nine years at the firm and a total of four years in the industry. Prior to joining Edward Jones, she worked for Flight Safety International. 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 advisors and branch offices, managing 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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Elizabeth B

Series 66

St. Louis, MO

Edward Jones

Elizabeth Bethel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as additional affiliated services such as a trust company and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Mary Hawley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at the University of Missouri’s Trulaske College of Business from 2017 to 2020 and has also held roles with the South Korean Provincial Office of Education and at the Jeollamnamdo English Camp. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary 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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Nicholas M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by a large national network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Amy S

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 1998. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. 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 nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Karla B

Series 66

St. Louis, MO

Edward Jones

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2007. 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 provides 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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Erin P

CFP®, Series 63

St. Louis, MO

Edward Jones

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She 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, 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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Adrian B

Series 63, Series 66

St. Louis, MO

Edward Jones

Adrian Buehler is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services and TD Ameritrade/Charles Schwab & Co., Inc. 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, managing over $1 trillion in assets through a nationwide network of financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets 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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