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Ashley G

Series 66

St. Louis, MO

Edward Jones

Ashley Grothoff is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Teague is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 22 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he participates as a background extra in movie productions through Joni Tackette Casting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Louise Albano Hurley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she has held various roles including consulting for the nonprofit We Stories, where she edits written materials and participates in advocacy projects on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining 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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Evan W

Series 66

St. Louis, MO

Edward Jones

Evan Welker is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously held roles in various companies including Compana Pet Brands and Hyvee. 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 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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Laura E

Series 63, Series 66

St. Louis, MO

Edward Jones

Laura Easton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 28 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. 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 large network of advisors and branch offices across the United States.

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

Series 63

St. Louis, MO

Edward Jones

David Gibson is a financial advisor with Edward Jones in Weldon Spring, MO, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. 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 nationwide network of over 23,700 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Harold Rutherford is a Series 66-credentialed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. 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, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Nicholas Wright is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as a deacon and trustee at Southern Missionary Baptist Church in Madison, Illinois. 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.

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

Series 66

St. Louis, MO

Edward Jones

James Haun is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Wells Fargo Advisors, LLC for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates 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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Samuel G

Series 66

St. Louis, MO

Edward Jones

Samuel Gengenbacher is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized advisory services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Harrison is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1998. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Jerry C

Series 66, Series 63

St. Louis, MO

Edward Jones

Jerry Cole is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Ameriprise Financial, Bank of America, Merrill, and a period as a self-employed advisor. 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, investment strategies, and affiliated financial products.

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

Series 65, Series 63

St Louis, MO

Primerica Advisors

Joan Krebel is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2021. Krebel also has a longstanding career at Rotometrics dating back to 1985. In addition to her advisory role, she receives compensation for the sale of loan products and for referrals of home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies created by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Grant S

Series 66

St. Louis, MO

Edward Jones

Grant Sjurson is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He 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 broad range of advisory strategies and affiliated financial products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

CFP®, Series 63, Series 65, Series 66

Kirkwood, MO

Edward Jones

Michael Belloli is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2022, he worked at Stifel for 24 years. 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 and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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Alyson H

Series 66

St. Louis, MO

Edward Jones

Alyson Harper is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and with nine years of industry experience. She has been 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 advisory programs and investment strategies, operating under a fiduciary standard, and manages approximately $1.01 trillion in assets through a 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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James O

Series 66

Webster Groves, MO

Edward Jones

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jonathan D

CFP®, Series 66

St. Louis, MO

Equitable Advisors

Jonathan Daniels is a CFP® professional with 16 years of industry experience, currently serving at Equitable Advisors since 2026. He previously spent ten years with Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved with tax accounting activities through Community Financial. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Nhi D

Series 66

St. Louis, MO

Edward Jones

Nhi Doan is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 credential and 9 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a board member of the Asian American Chamber of Commerce in St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by 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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Anthony M

Series 63, Series 65

Fairview Heights, IL

Edward Jones

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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