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Janine N

Series 66

St. Louis, MO

Edward Jones

Janine Noetzel is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, with 19 years of industry experience and over 20 years at 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 under management across a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Bobby Prashad is a Series 66 licensed financial advisor with Edward Jones in Columbia, IL, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Ameren Corporation. 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 wrap fee strategies, 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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Syed M

Series 65, Series 63

Chesterfield, MO

Ameriprise

Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St. Louis, where he participates in investment discussions and works to grow the endowment fund. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lee J

ChFC®, Series 66

St. Louis, MO

Edward Jones

Lee Jackson is a ChFC®-credentialed financial advisor with eight years of industry experience, currently practicing at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2017 and previously worked at Aerotek for two years. 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 with a nationwide network of more than 23,700 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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Eric W

Series 63, Series 66

St. Louis, MO

Edward Jones

Eric Wentzel is a financial advisor with Edward Jones in Ballwin, Missouri, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He 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, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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

Series 66

St. Louis, MO

Edward Jones

Kevin Kasper 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 in 2018, he served three years with the St. Louis County Police Department and has been a sergeant in the Missouri National Guard since 2005, where he supervises and trains soldiers in military police functions. 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 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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Jodi W

ChFC®, Series 66

St. Louis, MO

Edward Jones

Jodi Wohldmann is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 17 years at State Farm Insurance. Outside of advising, she is a co-owner of a FedEx delivery route business and has a joint interest in rental properties, though she is not actively involved in their management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive retail advisor and branch network as well as its additional capabilities, including trust services and securities-based lending.

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

Series 66

St Louis, MO

Thrivent Investment Management

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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Kennique S

Series 66

St. Louis, MO

Edward Jones

Kennique Schuetz is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 17 years of industry experience. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and 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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Garret Keegan J

Series 63, Series 65

Ballwin, MO

OSAIC

Garret Keegan Johns is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Johns is also involved in mortgage lending and insurance sales through his roles at Mason Mortgage Advisors and LuxPlan. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

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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Carolyn T

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Carolyn Terschluse is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations with eight years of industry experience. Her career includes multiple roles at Edward Jones beginning in 2017, along with brief periods associated with the University of Missouri. 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 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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Jennifer H

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Huellewig is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2000. Outside of finance, she teaches piano and voice lessons part-time at St. Peters Piano and Voice Lab. 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 and investment strategies, 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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Jennifer M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Mc Kiel is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 licenses and 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 advisory programs and services. 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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Ryan O

Series 63, Series 66

St Louis, MO

Charles Schwab

Ryan O Connor is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022, following prior roles at TD Ameritrade, Trane Supply, Domino's Pizza, and Ingersoll-Rand/Trane. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model includes non-discretionary guidance alongside access to discretionary separately managed accounts, using multi-asset portfolios and due diligence on alternative investments.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Dustin R

Series 66

St. Louis, MO

Edward Jones

Dustin Ries is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked for U.S. Bank / U.S. Bancorp Investments, Inc. for seven years before joining Edward Jones. Outside of his advisory role, he serves on the ski patrol at Vail Resorts, providing emergency care and assistance on the slopes. 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 over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

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

Series 66

St. Louis, MO

Edward Jones

Laura Kashmerick is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm for twelve years. 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 solutions supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, including 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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Aaron S

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Aaron Stewart is a Series 66-registered financial advisor with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent 17 years at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Stewart is involved in business coaching and consulting and serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and employs multiple investment platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Karla U

Series 63, Series 65

Ballwin, MO

LPL Financial

Karla Ukman is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior experience includes seven years at Pruco Securities, LLC, followed by multiple years at LPL Financial. She is also the owner of Artemis Financial Planning, LLC and Artemis Wealth Management LLC, non-investment related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Emily E

Series 66

St. Louis, MO

Edward Jones

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. 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 charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Hayley Lu is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Kennedy Capital Management, Focus Pointe Global, and Saint Louis University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products.

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