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Xavien J

Series 66

St Charles, MO

Edward Jones

Xavien Jackson is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bass Pro Shops and has been a full-time student since 2007. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Sean H

CFP®, CFA®, Series 66

Saint Charles, MO

Edward Jones

Sean Hickey is a financial advisor at Edward Jones in Saint Charles, MO, holding CFP®, CFA®, and Series 66 credentials with 16 years of industry experience, all of which he has spent at 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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

Series 63, Series 66

Dardenne Prairie, MO

Fidelity

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Shay G

Series 63, Series 66

Overland, MO

Edward Jones

Shay Garner is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, Garner worked at TD Ameritrade and SteadyRain. Outside of advisory work, Garner serves as treasurer for Ritenour Husky Homes, Inc., where he manages receipts, grant money, and donations. 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 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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Adam H

CFP®, Series 66

St Peters, MO

Edward Jones

Adam Hopper is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the BJC - St Peters/Progress West Foundation, contributing to community and fundraising efforts. 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 and offers a 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 Wealth management General estate planning guidance Doctor or Medical Professional
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Rodney B

Series 66

Florissant, MO

Merrill

Rodney Bozeman II is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His previous roles include positions at TD Ameritrade/Charles Schwab and Fidelity. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Arthur F

Series 66

Alton, IL

Edward Jones

Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 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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Steven S

Series 66

St. Charles, MO

Wells Fargo Advisors

Steven Smith is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 designation and 13 years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at Cushman & Wakefield. Outside of finance, he works as a security consultant providing oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a diverse client base through comprehensive financial planning and investment management services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew M

CFP®, Series 66

St Peters, MO

Edward Jones

Matthew Mc Bride is a financial advisor at Edward Jones in St Peters, Missouri, holding the CFP® certification and Series 66 license. He has seven years of industry experience, including prior roles at First State Bank of St. Charles and Cornerstone Mortgage, Inc. 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, supported by a nationwide network of over 23,700 financial advisors and assets under management exceeding $1 trillion.

General retirement planning Retired Founder/Business Owner Executive
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Brad M

Series 66

Maryland Heights, MO

Edward Jones

Brad Mc Rae II is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment 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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Timothy H

Series 66

Maryland Heights, MO

Edward Jones

Timothy Haverkorn is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, and has eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Allied Ace Hardware from 2013 to 2017. 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 financial advisors and branch offices.

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

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Allison Cook is a CFP®-designated financial advisor with Edward Jones, based in Maryland Heights, MO, and has 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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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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Justin U

Series 66

St Charles, MO

Edward Jones

Justin Urbanowicz is a Series 66-licensed financial advisor with Edward Jones in St. Charles, MO, and has 11 years of industry experience. He 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Adam L

Series 66

Overland, MO

Fidelity

Adam Litzau is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes roles at Citigroup, Wells Fargo Clearing, and several other financial institutions. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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Peter M

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Peter Merzian is a financial advisor with LPL Financial in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 22 years with LPL Financial. He also operates an independent insurance agency selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Alyssa T

Series 66

Maryland Heights, MO

Edward Jones

Alyssa Tarrant is a Series 66 credentialed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary 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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Cortney K

Series 66

Maryland Heights, MO

Edward Jones

Cortney Knipp is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and beginning her industry career in 2025. Prior to Edward Jones, she held positions at Aspire Studios, Washington University in St. Louis, and Six Red Marbles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through 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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Stephen S

CFP®, ChFC®, Series 63, Series 65

St Peters, MO

Edward Jones

Stephen Schreiber is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2019, following a 14-year tenure at First Heartland Capital Inc. Based in St Peters, MO, Schreiber holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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, operating under a fiduciary standard.

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

CFP®, Series 66

St Charles, MO

Edward Jones

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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