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Kathryn S

Series 66

Maryland Heights, MO

Edward Jones

Kathryn Salin is a Series 66-licensed financial advisor with Edward Jones, located in Maryland Heights, MO. She has 16 years of industry experience and has been with Edward Jones since 2009. 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 offers a range of advisory strategies under an SEC-registered program, managing approximately $1.01 trillion in assets with 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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Diana W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Diana Wittig is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Edward Jones since 2004. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC. 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, including discretionary and non-discretionary strategies, with 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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Heather C

Series 66

Maryland Heights, MO

Edward Jones

Heather Chavez is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, totaling 13 years of industry experience. She has been with Edward Jones since 2008 and has also been involved with Vetta Sports Club since 2012. Outside of her advisory role, Chavez co-owns an event coordination business and manages event logistics for multiple venues and catering 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 and investment options, 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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Christy B

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Christy Brock is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. 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 under management.

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

Series 66

Maryland Heights, MO

Edward Jones

Robin Arnold Jr. is a financial advisor with Edward Jones based in Maryland Heights, MO. He holds a Series 66 designation and has 18 years of industry experience, with over two decades at Edward Jones. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Citigroup, TD Ameritrade, Major League Baseball Advanced Media, Mission Taco Joint, and WAAY-TV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Carrie M

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Carrie Malick is a financial advisor at Edward Jones with 24 years of industry experience and holds the Series 63 and Series 66 designations. She has been with Edward Jones since 2001. Outside of her advisory role, she is a co-owner of an LLC that acquired a chiropractic business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, providing both discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services through a nationwide network of over 23,000 advisors.

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

Series 66

Maryland Heights, MO

Edward Jones

Kirstin Mailman is a Series 66 licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 7 years of industry experience, including time served in the United States Army from 2015 to 2016. Kirstin has been with Edward Jones since 2016 and is also affiliated with Saint Louis University. 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 under a fiduciary standard, 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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Kevin N

Series 66

Maryland Heights, MO

Edward Jones

Kevin Nash is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary 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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Catherine K

Series 66

Maryland Heights, MO

Edward Jones

Catherine Kane is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC, an LLC established jointly for the purpose of owning a shared vacation property. 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, supported by a large national network of advisors and branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Timothy Bolhafner is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, access to 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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Krista S

Series 66

Maryland Heights, MO

Edward Jones

Krista Sjurson is a Series 66-registered financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience, all of which have been with Edward Jones since 2012. 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 programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Maryland Heights, MO

Edward Jones

Fengjia Liu is a financial advisor at Edward Jones with eight years of industry experience. Liu holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he serves as a PSYOP Officer in the United States Army Reserve, where he plans and supervises training and operations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including managed solutions, 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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Justin M

Series 66

Maryland Heights, MO

Edward Jones

Justin Major is a financial advisor at Edward Jones with nine years of experience at the firm and a total of three years in the industry. He holds a Series 66 designation and previously worked at K-Force and Primerica. Outside of his advisory role, he operates a small family roofing business on a referral basis. 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, SMAs, and affiliated mutual funds, and maintains 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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Taha T

Series 66

Maryland Heights, MO

Edward Jones

Taha Tyebjee is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kellogg's and the University of Wisconsin-Madison, and was involved with Top Nosh, LLC for over a decade. 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 nationwide network of thousands of financial advisors and branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Khari Collico is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products 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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Craig A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Craig Anderson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of market segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Ashleigh Perry is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management 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.

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

Series 66

Maryland Heights, MO

Edward Jones

Casandra Kampen is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients with a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Kaylin Leach is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Kaylin worked at the University of Missouri Columbia and Energizer Holdings. Outside of advising, Kaylin is a member of an LLC involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of advisors and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

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