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Robert P

Series 66

St. Louis, MO

Edward Jones

Robert Pauley is a financial advisor at Edward Jones with 24 years of experience at the firm. He holds the Series 66 designation and is based in Eureka, MO. 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 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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Daniel L

Series 66

St. Louis, MO

Edward Jones

Daniel Linroth is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He worked at State Farm Bank from 2010 to 2018 before joining Edward Jones, where he has been since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Cynthia Manzella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Gianna P

Series 63, Series 65

St. Louis, MO

Edward Jones

Gianna Phillips is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel from 2010 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Barbour is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barbour serves as an assistant football coach at Alton High School and is a board member of the Troy Methodist Church finance committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages 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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Christopher E

Series 66

St. Louis, MO

Edward Jones

Christopher Ewens is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services, Scottrade, and Wells Fargo Clearing Services. 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 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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Adam T

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Tiemann is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual and its affiliated companies prior to joining Edward Jones in 2022. 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, 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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Cory N

Series 63, Series 66

St. Louis, MO

Edward Jones

Cory Novak is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones for 10 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Justin Wise is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Wise is involved in a construction business, Wiseworks Inc., in St. Louis. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Naomi H

Series 66

St. Louis, MO

Edward Jones

Naomi Henderson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, she worked at the University of Rochester, Amazon, Elite Tutoring, and Education Testing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates 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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Shawn H

Series 66

St. Louis, MO

Edward Jones

Shawn Hampton is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. for 11 years before joining Edward Jones in 2022. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Charlotte M

CFP®, Series 66

St. Louis, MO

Edward Jones

Charlotte Matthews is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with Edward Jones in St. Louis, MO, for the past 10 years. Outside of her advisory role, she is a shareholder in Goodin Land Company, a farm based in Charleston, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a 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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Ryan K

Series 63, Series 66

St. Louis, MO

Edward Jones

Ryan Knuckles Li is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. 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 and affiliated investment products, 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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Fadil H

Series 66

St. Louis, MO

Edward Jones

Fadil Hodzic is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Juanita Penfield is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. 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 and affiliated investment products, 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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Virgil H

Series 66

St. Louis, MO

Edward Jones

Virgil Hall is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with six years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing Services LLC, CUNA Brokerage Services, Inc., and Merrill. He also worked at Meramec College for eight years. 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 programs and investment solutions 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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Jeremy W

Series 63, Series 66

St. Louis, MO

Edward Jones

Jeremy Wertzberger is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He worked at TD Ameritrade from 2016 to 2020 before joining Edward Jones, where he has been since 2020. 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 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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Edward D

Series 66

St. Louis, MO

Edward Jones

Edward Donoghue is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His background includes roles at Intel and Arizona State University, alongside over a decade of service in the US Army, where he currently serves as a major in the Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions 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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Dilkash L

Series 66

St. Louis, MO

Edward Jones

Dilkash Luhano is a financial advisor with Edward Jones in St. Louis, MO. She holds the Series 66 designation and began her career in the financial industry in 2026. Prior to joining Edward Jones, she held positions at Cascade CPA and LZ Management, among other roles. 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 and investment solutions through 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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Michelle N

Series 66

St. Louis, MO

Edward Jones

Michelle Newberry is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. 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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