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Michael M
Series 66, Series 63
St. Louis, MO
Edward Jones
Michael Medina is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a diverse background including roles in the restaurant and retail industries. 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.
Jeffrey F
Series 66
St. Louis, MO
Edward Jones
Jeffrey Fraelich is a Series 66 credentialed financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. In addition to his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center in Tempe, Arizona. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Leland R
Series 66
O'Fallon, IL
STIFEL
Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Jin S
CFA®, Series 63
St. Louis, MO
Edward Jones
Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.
Debra M
Series 66
St. Louis, MO
Edward Jones
Debra Middleton is a financial advisor with Edward Jones in Bridgeton, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.
Teresa G
Series 63, Series 66
St. Louis, MO
Edward Jones
Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 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, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies.
Tonie C
Series 66
St. Louis, MO
Edward Jones
Tonie Coleman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.
Jeffrey C
Series 66, Series 63
Kirkwood, MO
LPL Financial
Jeffrey Cary is a financial advisor with LPL Financial in Kirkwood, MO, holding Series 66 and Series 63 designations and 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he owns and operates a farm business, Cary's Mound Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types and platforms.
Alan G
Series 66
St. Louis, MO
Edward Jones
Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.
Adam H
Series 66
St. Louis, MO
Edward Jones
Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property in St. Louis. 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.
Lindsay B
Series 66
St. Louis, MO
Edward Jones
Lindsay Baumgartner is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she works part-time as a certified pharmacy technician at Walgreens and is self-employed as a dog and house sitter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary advisory programs.
Paul M
Series 66
St. Louis, MO
Edward Jones
Paul Myers is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and 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 manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Ashley M
Series 66
St. Louis, MO
Edward Jones
Ashley Mc Whorter is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 large national network of financial advisors and branch offices.
Y Elena S
Series 66
Oakville, MO
Thrivent Investment Management
Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”
Richard B
Series 63
St. Louis, MO
Raymond James Financial
Richard Basler is a financial advisor at Raymond James Financial with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services, Inc. since 1976. Basler is involved with the Ursuline Provincialate as a member of its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory and SIMPLE IRA consulting services.
Kraig R
CFP®, Series 66
St. Louis, MO
Cetera
Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
William W
CFP®, Series 63
St Louis, MO
Edward Jones
William Welborn is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large national network of financial advisors and branch offices.
Yen S
CFP®, Series 66
St. Louis, MO
Edward Jones
Yen Schicke is a CFP® and holds a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2015, based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Eaton G
Series 66
St. Louis, MO
Edward Jones
Eaton Gowan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Oberweis Dairy and Lowe’s, and has experience associated with Bradley University and local community organizations including Webster Groves Ice Arena and Webster Groves High School. 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 nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.
Richard S
Series 63, Series 65
Saint Louis, MO
Thrivent Investment Management
Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.
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