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Duane Y

Series 63, Series 66

St. Louis, MO

Edward Jones

Duane Youngman is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad 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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Anastasia L

Series 63, Series 66

St. Louis, MO

Edward Jones

Anastasia Leiendecker is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 solutions, separately managed accounts, and affiliated mutual funds, 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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Cara B

Series 66

St. Louis, MO

Edward Jones

Cara Bergman is a financial advisor at Edward Jones with a Series 66 designation and 14 years of experience at the firm. She is based in Saint Charles, MO. 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 network of more than 23,700 advisors, offering a range of 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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Thomas P

Series 66

St. Louis, MO

Edward Jones

Thomas Price is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2018, he was involved with CPR Cell Phone Repair for two years. 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 strategies, including both discretionary and non-discretionary 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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Garricka R

Series 66

St. Louis, MO

Edward Jones

Garricka Roberts is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Garricka worked at Wells Fargo Clearing Services LLC for seven years and also has experience with Fieldworks LLC and Associate Staffing. Garricka has held positions outside the financial industry, including roles at Sophia M. Sachs Butterfly House. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports 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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Andrew B

Series 66

St. Louis, MO

Edward Jones

Andrew Boyd is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Vanguard and time spent at Columbia University, as well as five years of service in the US Army. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Business ownership considerations Business succession planning Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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Elaine M

Series 66

St. Louis, MO

Edward Jones

Elaine Metcalf is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in a family-owned nail salon business, where she supervises employees and handles general operations. 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.

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

Series 66

St. Louis, MO

Edward Jones

Kendra Zengil is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she is the owner of Levee Farms LLC. Edward Jones is a full-service wealth management firm serving 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 and offers a range of advisory programs, investment strategies, and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Cory Ledbetter is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds a Series 66 designation and 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by 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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Preston J

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Preston Jordan is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked for FTB Advisors, Inc. from 2014 to 2017. He is based in St. Louis, MO. 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 through a nationwide network of over 23,700 financial advisors and offers 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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Claudia A

Series 66

St. Louis, MO

Edward Jones

Claudia Aulik is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2007, totaling 19 years at the firm. 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 discretionary and non-discretionary investment strategies, including 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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Stephanie R

Series 66

St. Louis, MO

Edward Jones

Stephanie Richardson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 16 years of industry experience. She has been with Edward Jones for 21 years. Outside of her advisory work, she is the creator, editor, and publisher of A'n'SR-entertainments, an entertainment publishing business specializing in comic books, games, and fiction. 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 through a nationwide network of about 23,701 financial 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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Christopher G

Series 66

St. Louis, MO

Edward Jones

Christopher Gosney is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. He 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 offers various 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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Jacob V

Series 66

St. Louis, MO

Edward Jones

Jacob Vinson is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 21 years of industry experience. His career includes prior roles at Raymond James & Associates and Wells Fargo Advisors. Outside of advisory work, he owns and manages a short-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 and is recognized for its extensive retail advisor and branch network.

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

Series 66

St. Louis, MO

Edward Jones

Dalila Piric is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Professional Employment Group for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and integrated capabilities beyond advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Lance Guthrie is a Series 66 licensed financial advisor with Edward Jones in Swansea, Illinois, with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Communications Director for the O'Fallon Bombers Baseball Club and owns an online collectibles business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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

Series 66

St. Louis, MO

Edward Jones

Zachary Porter is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Staffing Solutions and The Porter Bay Group. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Sherry Wilson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she works part-time at a hotel in St. Charles, 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 network of 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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Katherine T

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Tierney is a CFP® with 20 years of industry experience, all spent at Edward Jones since 2006. She holds a Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides 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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Jo Ann S

Series 66

St. Louis, MO

Edward Jones

Jo Ann Schwent is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Caleres for seven years. 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 strategies. 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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