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Elizabeth S
Series 66
St. Louis, MO
Edward Jones
Elizabeth Schwadron is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2005. 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, offering a range of advisory programs, tax-efficient services, and affiliated investment products.
Geoffrey M
Series 66
Webster Groves, MO
Fidelity
Geoffrey Miller is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Tigress Financial Partners, LLC, and various companies in the retail and food sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.
Kathryn B
CFA®, Series 66
St. Louis, MO
Edward Jones
Kathryn Berra is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation and Series 66 license, with six years of industry experience. She has been with Edward Jones since 2015 and also has a long tenure at Costco Wholesale dating back to 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated services through a large national network of financial advisors and branch offices.
Carl H
Series 66
St. Louis, MO
Edward Jones
Carl Hicks is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Carl engages in voice-over work for commercials and YouTube videos. 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 national network of advisors and branches.
Ryan K
Series 66
St. Louis, MO
Edward Jones
Ryan Krakosky is a financial advisor at Edward Jones in St. Louis, MO, with 9 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Professional Employment Group and attended the University of Missouri. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Brenda H
Series 65, Series 63
St Louis, MO
Primerica Advisors
Brenda Herrion is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with four years at MOVA/K12 and seven years combined at Scott County R-IV and Sikeston R-6 School Districts. Her other business activities include sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.
David W
Series 63, Series 66
St. Louis, MO
Edward Jones
David Woehlke is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 1999. 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 maintaining approximately $1.01 trillion in assets under management across a large network of financial advisors and branch offices.
Jody B
Series 63, Series 66
St. Louis, MO
Edward Jones
Jody Bozovich is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She has been with Edward Jones since 2015 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 under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Katherine B
CFP®, Series 66
St. Louis, MO
Edward Jones
Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Curtis H
Series 66
Waterloo, IL
Edward Jones
Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Amber L
Series 66
St. Louis, MO
Edward Jones
Amber Linhardt is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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 23,700 financial advisors.
Nicholas F
Series 66
St. Louis, MO
Edward Jones
Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.
Justin F
Series 66
St. Louis, MO
Edward Jones
Justin Fox is a financial advisor at Edward Jones in Saint Charles, MO, with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved as a web developer for a livestock supplements business in McAlester, OK. 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 23,700 financial advisors.
Mark A
CFP®, Series 66
St Louis, MO
Edward Jones
Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Kristen K
Series 63, Series 66
St. Louis, MO
Edward Jones
Kristen Kinney is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 2017. 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, maintaining a large national network of advisors and branch offices.
Sarah V
CFP®, Series 66, Series 63
Saint Louis, MO
Edward Jones
Sarah Vehige is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® designation and Series 66 and Series 63 licenses. Vehige serves on the board and finance and executive committees of the Miriam School and Learning Center in St. Louis, MO. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.
Michael G
Series 66
St. Louis, MO
Edward Jones
Michael Gari is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 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 with approximately $1.01 trillion in assets under management. 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, and operates under a fiduciary standard.
John H
Series 66
St. Louis, MO
Edward Jones
John Howdeshell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2015. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Matthew N
Series 66
St. Louis, MO
Edward Jones
Matthew Nguyen is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to Edward Jones, he worked at Anders CPAs + Advisors and has held various positions including roles at Webster University and Mathnasium. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Deborah E
PFS™, Series 66
Belleville, IL
Cetera
Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.
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