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John F

Series 66

O'Fallon, MO

Edward Jones

John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple industries including electrical distribution and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and extensive affiliated services.

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

Series 63, Series 66

O Fallon, MO

Edward Jones

Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 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. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Matthew H

Series 66

Cottleville, MO

Edward Jones

Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing General retirement planning Retired Founder/Business Owner Executive
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Lewis D

Series 63, Series 65

Lake St Louis, MO

OSAIC

Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities America Inc. for 19 years and has been involved with Financial Transitions, LLC since 2007. Outside of his advisory role, he provides small business consulting and prepares federal and state tax returns for individuals and entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers comprehensive brokerage and advisory services, incorporating advanced asset-allocation tools and third-party investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Denise S

Series 63, Series 66

Cottleville, MO

Edward Jones

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher Z

CFP®, Series 66

Chesterfield, MO

Edward Jones

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies 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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Ryan T

CFP®, Series 66

Troy, MO

Edward Jones

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jay P

Series 63, Series 66

Lake St Louis, MO

Edward Jones

Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 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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Eric H

Series 66

Saint Peters, MO

Edward Jones

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Anthony M

Series 63, Series 66

Saint Peters, MO

Merrill

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael F

Series 66

O'Fallon, MO

Cetera

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James F

Series 66

Lake St Louis, MO

Edward Jones

James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 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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James S

CFP®, Series 66

Chesterfield, MO

Raymond James & Associates

James Szafranski is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 12 years. He has also partnered in Medley Partners, LLC, a business formed to manage liability related to real estate leasing for a Raymond James branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert E

Series 66

O'Fallon, MO

Edward Jones

Robert Engert Jr. is a financial advisor with Edward Jones in O’Fallon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Engert maintains an inactive real estate license in Missouri. 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, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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

CFP®, Series 63

St Peters, MO

Edward Jones

Jeffrey Rogers is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2002. He holds a Series 63 license and is based in St. Peters, 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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