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Matthew C
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 66 designations. 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 and provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.
Robert M
CFP®, ChFC®, Series 66
St. Louis, MO
Edward Jones
Robert Myers is a CFP® and ChFC® affiliated with Edward Jones in St. Louis, MO, where he has 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Sheila V
Series 66
St. Louis, MO
Edward Jones
Sheila Van Essen is a Series 66–licensed financial advisor with Edward Jones in St. Louis, Missouri. She has nine years of industry experience, including a decade at Ernst and Young before joining Edward Jones in 2017. 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 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.
Michael Z
Series 66
St. Louis, MO
Edward Jones
Michael Zangrilli is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he operates an online used book business and works part-time as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Deepa C
Series 66
St. Louis, MO
Edward Jones
Deepa Chandran is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. 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 a large network of financial advisors and branch offices nationwide.
Hannah K
Series 66
St. Louis, MO
Edward Jones
Hannah Knott is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with Tacos y Tequila and Lavelle's Bistro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a broad national network of financial advisors and branch offices.
Joshua A
Series 66
St. Louis, MO
Edward Jones
Joshua Astudillo is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 8 years of industry experience, all of which he has spent at Edward Jones since 2015. 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 and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Kamikka M
Series 66
St. Louis, MO
Edward Jones
Kamikka Moore is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. She has been with Edward Jones since 2003. 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 through a large nationwide network of financial advisors and branch offices.
Matthew W
CFP®, Series 66
St. Louis, MO
Equitable Advisors
Matthew Wischmeier is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Equitable Advisors and has previously worked at firms including Stifel Independent Advisors, Century Securities Associates, and KBW. Outside of his advisory role, he serves as a notary for the State of Missouri. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to implement investment solutions tailored to client risk tolerance and needs.
Michael B
Series 63, Series 66
Arnold, MO
Charles Schwab
Michael Bach is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he rents a lake condo at Lake Ozark, MO during the summer months. Charles Schwab serves a large client base primarily composed of 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 employs a multi-asset model portfolio approach supported by its centralized operational infrastructure.
Anthony V
Series 66, Series 63
St Louis, MO
Edward Jones
Anthony Vierling Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Vierling serves as one of three trustees for Villas at Sienna Oaks, a residential community in St. Louis, 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Cindy H
Series 63, Series 66
St. Louis, MO
Edward Jones
Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. 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 and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.
Stephanie W
Series 66
St. Louis, MO
Edward Jones
Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.
David M
CFP®, Series 63, Series 65
St Louis, MO
Edward Jones
David Mertens is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 65 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Joel M
Series 66
St. Louis, MO
Cetera
Joel Miller is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Tortoise Capital from 2013 to 2024. Miller is also involved with MSMF Wealth Management, a business related to wealth management services. Cetera Investment Advisers LLC serves 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 multi-manager platform, enabling advisors to utilize various investment models and strategies.
Kylee O
Series 66
St. Louis, MO
Edward Jones
Kylee Olson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Flywheel Sports and YourCause. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Jacqueline J
Series 63, Series 66
St. Louis, MO
Edward Jones
Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners LLC. 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 and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.
Adam R
Series 66
St. Louis, MO
Edward Jones
Adam Roland 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 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. 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 network of financial advisors and branch offices nationwide.
Brandon W
Series 66
St Louis, MO
Thrivent Investment Management
Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
John B
CFP®, Series 66
Fenton, MO
Edward Jones
John Buckley is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Fenton, MO. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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