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Matthew H

Series 66

St. Louis, MO

Edward Jones

Matthew Hohman is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in St. Louis, MO, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, 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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Richard B

Series 63, Series 66

St. Louis, MO

Fidelity

Rick Bain is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He assists clients in leveraging Fidelity's resources to develop, implement, and maintain their financial plans. He has extensive experience working with high net worth clients, drawing on a career that includes roles such as Financial Representative III at Fidelity Investments from 1995 to 2008, Investment Representative at Martket Street Securities from 1994 to 1995, Financial Representative at Commerce Bank from 1990 to 1994, and Stock Broker at Hibbard Brown in 1990. Outside of his professional work, Rick Bain enjoys biking, fishing, running, and swimming.

Wealth management Financial Professional
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Ryan F

Series 66

St. Louis, MO

Edward Jones

Ryan Fletcher is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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, operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Fidelity

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Wealth management
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Lucas R

Series 66

WIldwood, MO

Edward Jones

Lucas Ramsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2022, he held leadership roles in the Sigma Pi Fraternity at the University of Mississippi, serving as Treasurer and later as President. 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 supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Amy M

Series 66

St. Louis, MO

Fidelity

Amy Madura is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Senior Relationship Managers to deliver comprehensive wealth management services. In her current role since 2023, she focuses on providing a seamless experience for clients within the Private Wealth Management team. Amy has been with Fidelity Investments since 2016, progressing through roles including Relationship Manager from 2016 to 2021 and Wealth Management Service Specialist II from 2021 to 2023. Her experience spans various aspects of wealth management and client relationship services within the firm.

Wealth management
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Thomas Y

Series 66

St. Louis, MO

Edward Jones

Thomas Yount is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 20 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, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory programs, 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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Jason S

Series 66

St. Louis, MO

Edward Jones

Jason Sales is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2013. He has 12 years of experience in the industry. 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, and operates under a fiduciary standard.

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

CFP®, ChFC®, Series 63

Des Peres, MO

LPL Financial

James Gentry is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory roles, he holds a partial ownership interest in the food and beverage segment of an event center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of investment strategies and access to third-party asset management programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cynthia P

Series 63, Series 66

St. Louis, MO

Edward Jones

Cynthia Pistorius is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 22 years of industry experience. She has been with Edward Jones since 1995. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard 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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Angela N

Series 66

St. Louis, MO

Edward Jones

Angela Nair is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, she worked at CUNA Mutual Group and has professional experience connected to the University of Wisconsin - Madison and Oakwood Village. 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.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Marta Wiggers is a CFP® professional with over 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and is based in St. Louis, MO. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Chris Higashihara is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has worked with Edward Jones since 2007. 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. The firm 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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Alexander E

Series 66

Chesterfield, MO

Wells Fargo Clearing

Alexander Elger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Robert W. Baird for six years and has been affiliated with Loyola University Chicago since 2008. Outside of his advisory role, Elger serves as treasurer for the Peoria Public School Foundation and is the athletic director at St. Vincent de Paul School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Janine N

Series 66

St. Louis, MO

Edward Jones

Janine Noetzel is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, with 19 years of industry experience and over 20 years at Edward Jones. 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 across a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Bobby Prashad is a Series 66 licensed financial advisor with Edward Jones in Columbia, IL, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Ameren Corporation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Aaron L

CFP®, Series 63, Series 65

Saint Peters, MO

Raymond James Financial

Aaron Longenecker is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019. Outside of his advisory role, he is involved as a partner in a business focused on development and website design and serves as CEO of a financial planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a wide network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Syed M

Series 65, Series 63

Chesterfield, MO

Ameriprise

Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St. Louis, where he participates in investment discussions and works to grow the endowment fund. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lee J

ChFC®, Series 66

Maryland Heights, MO

Edward Jones

Lee Jackson is a financial advisor at Edward Jones in Maryland Heights, MO, with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Aerotek from 2015 to 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 broad range of advisory services, 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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Eric W

Series 63, Series 66

St. Louis, MO

Edward Jones

Eric Wentzel is a financial advisor with Edward Jones in Ballwin, Missouri, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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