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Annie G
Series 66
St. Louis, MO
Cetera
Annie Gebhart is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has held roles at Cetera Financial Specialists and Msmf Wealth Management. Outside of finance, she has been involved in the hospitality industry and also has experience working in education at several institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple investment strategies and program structures.
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.
Samantha C
Series 66
St. Louis, MO
Edward Jones
Samantha Chartrand is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 credential 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 and investment solutions through a large nationwide network of financial advisors and branch offices.
Jaime S
Series 66
St. Louis, MO
Edward Jones
Jaime Signorino is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, Jaime worked for Banana Republic for twelve years. Outside of advising, Jaime manages rental properties in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Matthew H
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade before joining Edward Jones in 2022. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jason H
CFP®, Series 66
St Louis, MO
Edward Jones
Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
Joseph D
Series 63, Series 66
Shiloh, IL
Edward Jones
Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. 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 range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Kurt H
Series 66
St. Louis, MO
Edward Jones
Kurt Hunter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 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 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Elizabeth G
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Elizabeth Gilbertson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cole P
Series 65, Series 63
Columbia, IL
Primerica Advisors
Cole Proffer is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors alongside corporate and charitable clients through a wrap-fee asset management program that uses model-driven strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including those that invest in cryptocurrency ETFs.
Justin W
Series 66
St. Louis, MO
Edward Jones
Justin Welchko is a financial advisor with Edward Jones in Saint Charles, MO, holding the Series 66 designation and possessing 16 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is listed as the owner of New Reliance LLC, a PC support business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Daniel M
Series 66
St. Louis, MO
Edward Jones
Daniel Mumma 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 2007. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Travis M
Series 66
St. Louis, MO
Edward Jones
Travis Mayer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a micro coffee roasting business, Solar Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Brenden R
Series 66
Swansea, IL
Merrill
Brenden Rolens is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Family Wealth Management Strategies, and Portfolio Management Services. He brings a strong background in market evaluation and financial analysis to his role, which supports his work with clients to meet their financial objectives. Prior to joining the financial services industry with Lollar and Associates in 2026, Brenden developed his financial analysis skills through roles in manufacturing and private equity financial teams. Brenden holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Edwardsville High School and attendance at Northwestern University without degree conferral. Residing in Glen Carbon with his wife Korinne and their two children, Thelma and Clyde, Brenden spends his personal time engaging in activities such as playing with his children, watching crime documentaries with his wife, and analyzing sports data related to Major League Baseball and the National Football League. His personal interests also include baseball, basketball, billiards, chess, football, golfing, reading, running marathons, and table tennis.
Brian S
CFP®, Series 63, Series 65
St. Louis, MO
LPL Financial
Brian Stroup is a CFP®-certified financial advisor with LPL Financial in St. Louis, MO, where he has worked since 2005. He has 36 years of industry experience, including six years at Edward Jones prior to joining LPL. In addition to his advisory role, he holds life, health, disability, LTC insurance, and fixed annuities licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a large network of over 22,800 advisors.
Joseph C
Series 63, Series 66
Sunset Hills, MO
Cetera
Joseph Coleman is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Equity Financial Services and First Allied Advisory Services. He serves as a trustee for the Floris B Hemker Private Foundation and the John L & Dorothy M Coleman Trust, and is a volunteer board member for Hope Vineyard Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Rachel D
Series 66
St. Louis, MO
Edward Jones
Rachel Dodwell is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2012. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed and advisory solutions, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.
Richard K
Series 66
O Fallon, IL
Wells Fargo Clearing
Richard Kincheloe is a financial advisor with Wells Fargo Clearing in O Fallon, Illinois, holding a Series 66 designation and 15 years of industry experience. He has been with Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to provide both brokerage and advisory solutions.
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