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Erica U

Series 66

Maryland Heights, MO

Edward Jones

Erica Unterreiner is a financial advisor at Edward Jones with 19 years of industry experience and a Series 66 designation. She has worked at Edward Jones since 2004 and has been involved with Weight Watchers North America since 2006. Outside of her advisory role, she is a member of M.F. Kustoms, L.L.C., a manufacturing business specializing in harnesses and other components. 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, 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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John T

Series 66

Maryland Heights, MO

Edward Jones

John Taylor is a financial advisor with Edward Jones in Maryland Heights, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as Cub Master for Cub Scout Pack 103 in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Family Business Business succession planning Wealth management Military & Veterans Founder/Business Owner Doctor or Medical Professional
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Timothy M

Series 66

Maryland Heights, MO

Edward Jones

Timothy Marsh is a Series 66-licensed financial advisor at Edward Jones with 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 offers a range of advisory programs and investment solutions, 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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Mark W

Series 66

Maryland Heights, MO

Edward Jones

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. 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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Vanessa V

Series 66

Maryland Heights, MO

Edward Jones

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She 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. The firm manages over $1 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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Alexandra R

Series 66

Maryland Heights, MO

Edward Jones

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 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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Amy A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm 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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Ghillean G

Series 66

Maryland Heights, MO

Edward Jones

Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which has been with Edward Jones since 2014. 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 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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Benjamin S

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2002. 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 and offers a range of advisory programs, 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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Nancy W

Series 66

Maryland Heights, MO

Edward Jones

Nancy Werner is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Epsilon (ADS Alliance Data Systems) for 21 years and has experience as a marketing consultant and a role at Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, 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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Elijah G

Series 66

Maryland Heights, MO

Edward Jones

Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. 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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Cara P

Series 66

Maryland Heights, MO

Edward Jones

Cara Podor is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 66 designation. 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, 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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Katherine M

Series 66

Maryland Heights, MO

Edward Jones

Katherine Mc Carthy is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018 and previously worked at Meri Meri Inc, Lewis Barbecue, and King of Pops. 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 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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Adam F

Series 66

Maryland Heights, MO

Edward Jones

Adam Friedman is a financial advisor at Edward Jones with 20 years of experience at the firm and holds the Series 66 designation. He is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory services and investment strategies 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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Kimberly S

Series 66

Maryland Heights, MO

Edward Jones

Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 solutions 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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Matthew P

Series 66

Maryland Heights, MO

Edward Jones

Matthew Palasky is a financial advisor at Edward Jones with ten years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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.

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

Series 66

Maryland Heights, MO

Edward Jones

Megan Deutsch is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 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 with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains 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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Nathan F

Series 66

Maryland Heights, MO

Edward Jones

Nathan Foust is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles at Procore, Apps Associates, Cleardata, and Oracle. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment 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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Robert F

Series 66

Maryland Heights, MO

Edward Jones

Robert Fienup is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, with 17 years of industry experience. He has been with Edward D Jones & Co since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through 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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Rhys L

Series 66

Maryland Heights, MO

Edward Jones

Rhys Luster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with $1.01 trillion in assets under management. The firm 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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Andriana S

Series 66

Maryland Heights, MO

Edward Jones

Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Melissa K

Series 66

Maryland Heights, MO

Edward Jones

Melissa Kuhn 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 2004. Outside of her advisory role, she is involved with Bi-Petro, Inc., a company related to oil royalties and rights in Springfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Evan R

Series 66

Maryland Heights, MO

Edward Jones

Evan Russell is a financial advisor at Edward Jones with 18 years at the firm and 15 years of industry experience. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory solutions, 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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Matthew W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Matthew Wampler is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a rental property in O'Fallon, 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 and offers a range of advisory programs and investment options, operating under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Chad Cooper is a financial advisor at Edward Jones with 12 years of industry experience. He 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 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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Benjamin T

Series 66

Maryland Heights, MO

Edward Jones

Benjamin Thompson is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. 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 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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Dawn W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Carissa Lambrecht 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. 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, including discretionary and non-discretionary wrap fee 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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Christian B

Series 66

Maryland Heights, MO

Edward Jones

Christian Burrus is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he has worked as a driver for Uber/Lyft and DoorDash. 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 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 M

Series 66

Maryland Heights, MO

Edward Jones

Andrew Magistri is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he works part-time as a bartender at Vetta Sports in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through 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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Chelsea H

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Chelsea Henderson is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Edward Jones since 2012. 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 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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Thomas M

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing its services.

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

ChFC®, Series 66

Maryland Heights, MO

Edward Jones

Aaron Cox is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the ChFC® designation and Series 66 license and has 16 years of experience with Edward Jones and 12 years in the industry overall. 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 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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Jacob Z

Series 66

Maryland Heights, MO

Edward Jones

Jacob Zawojski is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Julie Winters is a financial advisor with Edward Jones based in Maryland Heights, MO. She holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones since 2008. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

James Pozzo Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 investment strategies, including 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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Andrew S

Series 66

Maryland Heights, MO

Edward Jones

Andrew Stratmann is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 17 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. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Nikki Corey 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 over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary 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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Rosemary D

Series 66

Maryland Heights, MO

Edward Jones

Rosemary De Moulin is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current role since 2013 and holds the Series 66 designation. Outside of her advisory work, she coaches ninja classes at a gymnastics center in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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

Series 66

Maryland Heights, MO

Edward Jones

Scott Fischer is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He 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 and investment strategies, managing approximately $1.01 trillion in assets 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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Daniel C

Series 66

Maryland Heights, MO

Edward Jones

Daniel Cogan is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Minnesota Life Insurance Company, Renaissance Financial Corp, and Securian Financial Services Inc. Outside of his advisory career, he has been involved in community education and tutoring roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products through 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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Ashley T

Series 66

Maryland Heights, MO

Edward Jones

Ashley Talesky 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, she worked in the Indiana University Biology Department and briefly with B&N College Booksellers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety 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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John B

Series 66

Maryland Heights, MO

Edward Jones

John Brady is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Sarah Fagnani is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. She previously worked at Wells Fargo Clearing Services and Signature Consultants before rejoining Edward Jones, where she has worked for a combined total of 15 years. Outside of her advisory role, she is co-owner of a weightlifting coaching business in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard 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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Eva K

Series 65, Series 63

Maryland Heights, MO

Edward Jones

Eva Kalir is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Goldman Sachs for nine years before joining 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Inheritance planning Retired Founder/Business Owner Executive
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Kristian F

Series 66

Maryland Heights, MO

Edward Jones

Kristian Frazier is a financial advisor with Edward Jones, holding a Series 66 designation and 18 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 with approximately $1.01 trillion in assets under management. The firm 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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Katie K

Series 66

Maryland Heights, MO

Edward Jones

Katie Kupfer is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 12 years of experience with Edward Jones and a total of 9 years in the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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 tax-efficient services.

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

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Myles Midgley is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains 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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