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Matthew D

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Daus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2001. 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 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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Lucas S

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Lucas Surges is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at TD Ameritrade, Scottrade, Northwestern Mutual, and the University of Missouri. Outside of finance, he has experience working with The Lawn Company. 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, including discretionary and non-discretionary wrap fee programs, 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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Scott L

Series 66

St Louis, MO

Cetera

Scott Linden is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His work history includes roles at Regions Bank, Bank of America, Merrill, and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services across multiple program platforms and custodial relationships, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brett H

CFA®, Series 63

St. Louis, MO

Edward Jones

Brett Howard is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in St. Louis, MO. Outside of his advisory role, he is listed as owner of BNH Farms, LLC, an entity established to hold farmland but not utilized for any business activity. 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 variety of investment 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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Lisa L

Series 66

St. Louis, MO

Edward Jones

Lisa Lail is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the St. Louis Better Business Bureau for 15 years and had roles at Judge Evaluations and Emmis Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. 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.

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

CFP®, Series 66

St Louis, MO

Edward Jones

Jeffrey Anderson is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he performs as a musician in a local group that occasionally books paid events. 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 manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Lance Farner is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Danielle Conrey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has worked at Edward Jones since 2018 and previously held roles at TD Ameritrade Investment Management LLC, TD Ameritrade Inc, and Scottrade. 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 and affiliated investment products while operating under a fiduciary standard.

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

Series 66

Des Peres, MO

Edward Jones

Maureen Fiudo is a Series 66-licensed financial advisor with Edward Jones in Des Peres, MO, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles within the Archdiocese of St Louis and has a decade of experience with Mary Kay Cosmetics. Outside of her advisory role, she leads music twice a month and plans the choir at Sacred Heart Catholic Church in Troy, MO. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Kelly Warner is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Warner worked at Deloitte for four years. Warner holds a Series 66 designation and is based in Webster Groves, 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 strategies, including discretionary and non-discretionary wrap fee solutions, 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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Emily W

Series 66

St. Louis, MO

Edward Jones

Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, MO. 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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Melissa S

Series 66

Millstadt, IL

Edward Jones

Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 advisors and branch offices.

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

Series 66

Waterloo, IL

Edward Jones

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. 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 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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Andrew M

Series 63

St. Louis, MO

Edward Jones

Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. 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 through a large national network of advisors and branch offices.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He has been with Edward Jones 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Jake W

CFP®, Series 65, Series 63

St. Louis, MO

Edward Jones

Jake Weinstein is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Wells Fargo Clearing Services LLC and SCOTTRADE, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial 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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Christine R

Series 66

St. Louis, MO

Edward Jones

Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, offering a range of advisory programs and investment solutions 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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David B

Series 63, Series 66

Swansea, IL

Edward Jones

David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 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 through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Jasmin S

Series 66

St. Louis, MO

Edward Jones

Jasmin Skopljak is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Jasmin worked at Bethesda Health Group and other companies, including a brief role in transportation. Outside of financial services, Jasmin has experience working as a grocery associate at Dierbergs. 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, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, 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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