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Scott M
Series 66
Maryland Heights, MO
Edward Jones
Scott Miller is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab & Co Inc for 13 years and TD Ameritrade Inc. for one year. His background also includes farming and involvement with Junior Achievement of Central Iowa. 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 through a broad network of advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.
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.
Michael M
Series 63, Series 65
O'Fallon, MO
OSAIC
Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 22 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party money managers to create portfolios across various asset classes.
Vincent T
Series 66
St Peters, MO
Edward Jones
Vincent Taormina is a financial advisor at Edward Jones in St. Peters, Missouri, holding a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.
Mark R
Series 63, Series 65
Saint Charles, MO
Primerica Advisors
Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.
Pamela S
ChFC®, Series 63, Series 66
Florissant, MO
Edward Jones
Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. 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 large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Benjamin W
CFP®, ChFC®, Series 66
O'Fallon, MO
Edward Jones
Benjamin Wishman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Edward Jones since 2024, he worked at Edward Jones Investments from 2016 to 2024. 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.
Jack B
Series 66
St Charles, MO
Thrivent Investment Management
Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Kelsey C
Series 66
Maryland Heights, MO
Edward Jones
Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently based in Maryland Heights, 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 nationwide network of financial advisors and branch offices.
Elizabeth B
Series 66
Maryland Heights, MO
Edward Jones
Elizabeth Blanke is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise and in roles outside the financial industry, including at The Artisan Boutique Hotel and Hussongs Cantina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated investment products.
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.
Natalie B
Series 66
O Fallon, MO
Edward Jones
Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.
Matthew M
Series 66
Maryland Heights, MO
Edward Jones
Matthew Mullen is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.
Douglas L
Series 66
Maryland Heights, MO
Edward Jones
Douglas Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bryan F
Series 63, Series 65
St. Peters, MO
Cetera
Bryan Freisinger is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with various Cetera entities since 2016 and was previously with First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.
Anushri F
CFP®, Series 66
Saint Peters, MO
Edward Jones
Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.
Michelle G
Series 66
Maryland Heights, MO
Edward Jones
Michelle Gray is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 credential and 18 years with the firm. She has eight years of industry experience. Outside of advising, she works as a sales associate at a retail clothing store. 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 and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
Evan A
Series 66
Saint Charles, MO
OSAIC
Evan Abel is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. He has been active in the financial services industry since 2018, with previous experience at AB Wealth and Duckette Creek, as well as earlier work outside the industry at Smoothie King. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients and provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various tools and third-party services to construct and manage portfolios across asset classes, supporting both discretionary and non-discretionary account management.
Ryan W
Series 66, Series 63
Saint Charles, MO
Charles Schwab
Ryan Windish is a financial advisor with Charles Schwab in Saint Charles, MO, holding Series 66 and Series 63 credentials and five years of industry experience. His prior experience includes roles at TD Ameritrade and various positions outside the financial sector. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with alternative investment options.
Jeffrey P
CFP®, ChFC®, Series 66
St Charles, MO
Edward Jones
Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.
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555 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide