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Percy V
Series 66
St. Louis, MO
Edward Jones
Percy Vanacht is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, including a year at Westminster College prior to joining Edward Jones in 2017. 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 nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.
Cassie R
Series 66
St. Louis, MO
Edward Jones
Cassie Reid is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Cassie is involved in dog sitting through a local business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
M Diane W
Series 66
Arnold, MO
Ameriprise
M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.
Shelley D
Series 66
St. Louis, MO
Edward Jones
Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Peggy R
Series 63, Series 66
O'Fallon, IL
Raymond James & Associates
Peggy Rakers is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 designations. She has 29 years of industry experience, including 13 years with Benjamin F. Edwards prior to joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Trevor C
Series 66
Saint Louis, MO
LPL Enterprise
Trevor Czerniejewski is a financial advisor with LPL Enterprise in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Brookstone Capital Management, Cadaret Grant & Co., Inc., Stifel, Nicolaus & Company, and Edward Jones, among others. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.
Sarah F
Series 66
St. Louis, MO
Edward Jones
Sarah Fontanez is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO, and has five years of industry experience. She has worked exclusively with Edward Jones since 2008. Outside of her advisory role, she is the owner of a food business, David and Sarah Fontanez LLC Dba Yards Flatbread, where she manages expenses, staff, and occasionally fills in for weekend shifts. She also serves as treasurer for the Upper Perk BPW in Red Hill, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and affiliated investment products.
Garrett B
CFA®, Series 66, Series 63
St. Louis, MO
Edward Jones
Garrett Bernreuter is a CFA® charterholder with Series 66 and Series 63 licenses, currently an advisor at Edward Jones with five years of industry experience. His prior roles include positions at Commerce Bank, CitiGroup Global Markets Inc, Stifel Nicolaus & Co Inc, and New York Life Insurance Co. Outside of finance, he is the owner of Pamela Joan Boutique LLC, a clothing retail business in O'Fallon, MO. 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 national network of financial advisors and branch offices.
Jory T
Series 66
St. Louis, MO
Edward Jones
Jory Taylor is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. He serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. 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 network of financial advisors and branch offices nationwide.
Thomas P
Series 65, Series 63
St Louis, MO
Primerica Advisors
Thomas Pollmann is a financial advisor at Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses with seven years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory duties, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including those that invest in cryptocurrency via exchange-traded funds.
Kristina K
Series 66
St. Louis, MO
Edward Jones
Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and 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 offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Paul G
Series 66
St. Louis, MO
Edward Jones
Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as an umpire for baseball tournaments and league games with Triple-Play Tournaments in St. Charles, MO. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Kevin E
Series 63, Series 66
Belleville, IL
Cetera
Kevin Edwards is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Capital Corp., and he is a member of CEC Financial Group LLC and Creason-Edwards & Cimarollo, PC, where he also prepares tax returns. He manages an LLC that owns a plane rented to flight school students. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Edward D
Series 66
St. Louis, MO
Edward Jones
Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Sui K
Series 66
St. Louis, MO
Edward Jones
Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Jessica L
Series 66
St. Louis, MO
Edward Jones
Jessica Luebke is a financial advisor at Edward Jones with 12 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 over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Bradley T
CFP®, Series 63, Series 65
St. Louis, MO
LPL Financial
Bradley Tinnin is a CFP® with 26 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Prudent Investor Services, Inc. and OSAIC for 20 years. In addition to his advisory work, he is a licensed insurance agent and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and financial planning services, utilizing various model portfolios and research resources.
Cody K
CFP®, Series 66
St. Louis, MO
Edward Jones
Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.
Heather B
Series 66
St. Louis, MO
Edward Jones
Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. 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.
Aaron R
Series 66
St. Louis, MO
Edward Jones
Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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