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Thomas G

Series 66

St. Louis, MO

Edward Jones

Thomas Gillette is a financial advisor at Edward Jones in Granite City, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with 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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August B

Series 66

St. Louis, MO

Edward Jones

August Brandt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Real Equity Management and has been involved with the Old Warson Country Club as a bartender since 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Bromley is a financial advisor at Edward Jones with 22 years at the firm and 15 years of industry experience. He holds a Series 66 designation and is based in Ballwin, 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 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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Jonathan W

Series 66

St. Louis, MO

Edward Jones

Jonathan Westbrook Meeks is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and K Force before joining Edward Jones. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Janet Ianniello is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 1999. Outside of her advisory role, she volunteers at St. Luke’s Hospital in Chesterfield, MO, assisting visitors and working in the hospital gift shop. 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, including discretionary and non-discretionary strategies, 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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Crystal K

Series 66

St. Louis, MO

Edward Jones

Crystal Kraus is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Debron Enterprises and the Better Business Bureau. 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, managing approximately $1.01 trillion in assets through 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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Ryan F

Series 66

St. Louis, MO

Edward Jones

Ryan Freeman is a Series 66-licensed financial advisor with Edward Jones in Brentwood, MO, where he has worked since 2024. He has one year of industry experience and previously held positions at Best Buy, Rosch Company, and Zickel Flooring. Outside of his advisory role, he is a drummer for a local cover band called The Sidewinders. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment solutions, including discretionary and non-discretionary 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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Brian H

Series 66

St Louis, MO

Thrivent Investment Management

Brian Horner is a Series 66-licensed financial advisor with Thrivent Investment Management, based in St. Louis, MO. He has three years of industry experience, all with Thrivent and its affiliates. Outside of his advisory role, he serves as a board member for the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers a combination of planning and managed-account services through a consolidated billing program called “WealthPlan,” maintaining planning and management as separate services.

Business ownership considerations
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Paul R

CFA®, Series 66

St. Louis, MO

Edward Jones

Paul Rhea is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Edward Jones and has previously worked at Krilogy Financial, Black Knight Financial Services, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a 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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Matthew A

CFA®, Series 63

St. Louis, MO

Edward Jones

Matthew Arnold is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has been with Edward Jones since 2000. Arnold serves as a board member on the Southern Illinois University Carbondale Department of Finance External Advisory Board, providing feedback on the curriculum. 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 advisors and branch offices.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Christopher Behr is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2007. 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Dirks is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Oscar Health Insurance, WebAge, Nuvei, and IBM. He also serves as an online professor at Arizona State University, where he teaches a course on User Information Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

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

CFP®, Series 66

Sunset Hills, MO

Edward Jones

David Herber is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, 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 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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Robert K

Series 66

St. Louis, MO

Edward Jones

Robert Killian is a Series 66 licensed financial advisor with Edward Jones in Saint Louis, MO, where he has worked since 2013. He has 12 years of industry experience. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, 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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Ronald P

Series 66, Series 63

St. Louis, MO

Edward Jones

Ronald Presnell is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2007. 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, supported by a nationwide network of over 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Julie Winkler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones in St. Louis, MO, since 2016. 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 offers a range of advisory strategies supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

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

Series 66

St. Louis, MO

Edward Jones

Julie Harris is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2003, totaling 23 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, 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 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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Riley Z

Series 66, Series 63

St Louis, MO

Edward Jones

Riley Zack is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. Prior to joining Edward Jones in 2026, he worked at American General Life Insurance/Corebridge Capital Services Inc for six years and Wells Fargo Advisors for one year. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Financial Professional
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John C

CFP®, Series 63

Kirkwood, MO

Edward Jones

John Caruso Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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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John C

Series 63, Series 66

Swansea, IL

LPL Enterprise

John Coughlin is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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