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Cole R
Series 66
St. Louis, MO
Edward Jones
Cole Reavis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and providing financial services for seven years. He 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 high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.
Brian H
Series 63, Series 65
St. Louis, MO
Edward Jones
Brian Harris is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Dustin W
CFP®, Series 66
Waterloo, IL
Edward Jones
Dustin West is a CFP®-designated financial advisor with Edward Jones in Waterloo, Illinois, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Dustin is involved in managing a vacation real estate rental business through Best Bros Sandy Toes, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
David H
Series 63, Series 65
St Louis, MO
Thrivent Investment Management
David Hoft is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Kimberly Clark Professional and Caleres, Inc. 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 financial planning across various topics, with the option to combine planning services with managed accounts through its WealthPlan program.
Lloyd N
CFP®, ChFC®, Series 63, Series 66
St Louis, MO
Cetera
Lloyd Naes is a financial advisor at Cetera with 28 years of industry experience. He holds the CFP® and ChFC® designations and has served in various roles at Cetera and related firms since 2013. In addition to his advisory work, he operates a CPA tax consulting and compliance practice under Lloyd Naes and Company, CPA's LLC, which he has managed since 1987. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors and employs a multi-manager platform with diverse program options and custodial relationships.
Thomas W
Series 66
St. Louis, MO
Edward Jones
Thomas Whitmire is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2021 following five years at Wells Fargo Clearing Services LLC. 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.
Krystal P
CFP®, Series 66
St. Louis, MO
Edward Jones
Krystal Price is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, and has 18 years of industry experience. She has worked with Edward Jones for 19 years since 2007. Edward Jones is a 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 advisors and branches. The firm provides both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options, operating under a fiduciary standard.
Brian S
Series 63, Series 65
St Louis, MO
Primerica Advisors
Brian Slay is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica, he worked with Maxcess / Rotometrics for over a decade. He is involved in the sale of investment-related products and refers clients to home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies and operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Sara B
Series 66
St. Louis, MO
Edward Jones
Sara Beste is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. 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 over $1 trillion in assets and offers a range of advisory strategies with a nationwide network of financial advisors and branch offices.
Kyle P
Series 66
St. Louis, MO
Edward Jones
Kyle Prewitt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he served in the United States Air Force for 20 years. He is also a co-owner of Urban Fort Play, a children's retail and play space in St. Louis. 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.
Cal C
Series 66
O Fallon, IL
LPL Financial
Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.
Christopher B
Series 66
St. Louis, MO
Edward Jones
Christopher Bentler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. Bentler has been with Edward Jones since 2019. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard across a large national network.
Cathy T
Series 66
St. Louis, MO
Edward Jones
Cathy Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2019 and previously worked at The Boeing Company for 14 years. 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 advisors and branch offices.
Deric M
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Deric Mcspadden is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 credentials with 14 years of industry experience. He 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 range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Kristen S
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Kristen Steffens is a CFP® and CFA® charterholder with 13 years of industry experience. She has been with Edward Jones in St. Louis, MO, since 2016. Outside of her advisory role, she serves as an assistant troop leader for the Girl Scouts of Eastern Missouri. 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 solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.
Mandy J
Series 66
St. Louis, MO
Edward Jones
Mandy Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has worked as a Mary Kay beauty consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of advisors and branch offices and provides additional services such as tax-efficient strategies, overlay services, and securities-based lending.
Karen F
Series 63, Series 66
St. Louis, MO
Edward Jones
Karen Fishwild is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. 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 under a fiduciary standard.
Heath C
Series 63, Series 66
St. Louis, MO
Edward Jones
Heath Cato is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has previously worked at PNC Investments and Scottrade before joining Edward Jones in 2019. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Timothy T
Series 66
St. Louis, MO
Edward Jones
Timothy Thurman is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO. He has 10 years of industry experience, including 12 years at 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Tracy G
Series 66
Fenton, MO
LPL Financial
Tracy Gravatt is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2023, Tracy worked at Wells Fargo Advisors for 11 years and Wells Fargo Clearing for 2 years. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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