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Robin D
CFP®, CFA®, Series 63
St. Louis, MO
Edward Jones
Robin Diedrich is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Edward Jones since 1993. He serves as an Investment Committee Member for the Lutheran Foundation of St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches.
August H
CFP®, Series 66
Des Peres, MO
LPL Financial
August Hummert IV is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved with Retire On Time LLC, a business entity focused on tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.
Adam M
Series 63, Series 66
St. Louis, MO
Edward Jones
Adam Meyer is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 licenses. 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 nationwide network of more than 23,700 financial advisors.
Stacy K
Series 63, Series 66
St. Louis, MO
Edward Jones
Stacy Kliethermes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she owns a photography business specializing in family, senior, and newborn portraits and occasionally works as a second photographer. 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 and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Charles S
Series 66
St. Louis, MO
Edward Jones
Charles Smart is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and 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, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated investment and trust services.
Vincent P
CFP®, Series 66
St. Louis, MO
Edward Jones
Vincent Penna is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he works as a staff bookkeeper for an accounting services firm. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large advisor network and additional services such as a trust company and securities-based lending.
Stephen S
Series 66
Kirkwood, MO
Cetera
Stephen Scott is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has been with Cetera since 2008 and maintains ownership roles in multiple tax and accounting firms, including Scott, Scott and Co CPA. Outside of his professional work, he serves on the board of the Manchester Athletic Association and holds several treasurer positions in local sports and homeowners associations. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management services and investment strategies, supported by a large network of advisors and over $256 billion in assets under management.
Sarah H
Series 63, Series 66
Saint Louis, MO
Raymond James Financial
Sarah Heininger is a financial advisor with Raymond James Financial in Saint Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she has a decade-long involvement with G & D Pizzeria. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains a notable affiliation with a municipal advisor.
Frank L
Series 63, Series 66
St. Louis, MO
Edward Jones
Frank Leone is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2011 to 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Kelly C
Series 66
St. Louis, MO
Edward Jones
Kelly Cummins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Cummins held positions at Epiq, Soma Intimates, and St. Louis University, including the School of Law. 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 over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.
Daniel K
Series 66
St Louis, MO
Thrivent Investment Management
Daniel Kapeller is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he held various roles including positions in catering and food service at Delaware North Sportservice. Outside of financial advising, he has worked in event catering at Busch Stadium. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.
Alan H
Series 66
St. Louis, MO
Edward Jones
Alan Herzog is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he manages a family business, Kelsey Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Ellen S
Series 66
St. Louis, MO
Edward Jones
Ellen Schmidt 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 2008 in their St. Louis, MO office. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Kate K
CFP®, Series 66
St. Louis, MO
Edward Jones
Kate Kottmann is a CFP® and holds a Series 66 designation with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of 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.
Joan W
Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
Joan Winkelmann is a financial advisor with Edward Jones in Swansea, IL, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as an adjunct professor teaching MBA courses at McKendree University. 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 maintains a large network of financial advisors and branches across the country.
Joseph B
CFP®, Series 66
St Louis, MO
Edward Jones
Joseph Barnowski is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors 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 options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Shannon J
Series 66, Series 63
Saint Louis, MO
Thrivent Investment Management
Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to her advisory role, she spent 14 years at Sun Valley Adult Care Center. Outside of her financial career, Shannon coordinates events at a family-owned venue, operates a notary public business, organizes a creative studio focused on publishing and crafts, and offers motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.
Brian S
CFP®, Series 66
Town & Country, MO
Edward Jones
Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.
Alexander E
Series 66
St. Louis, MO
Edward Jones
Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.
Michael B
CFP®, Series 66
St. Louis, MO
Edward Jones
Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
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