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Joshua A

Series 66

St. Louis, MO

Edward Jones

Joshua Astudillo is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 8 years of industry experience, all of which he has spent at Edward Jones since 2015. 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 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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Kamikka M

Series 66

St. Louis, MO

Edward Jones

Kamikka Moore is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. She has been with Edward Jones since 2003. 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 through 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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Boone J

Series 63, Series 66

St Charles, MO

Thrivent Investment Management

Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Cindy H

Series 63, Series 66

St. Louis, MO

Edward Jones

Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. 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 and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.

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

Series 66

St Louis, MO

Edward Jones

Ayana Stringfellow 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. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through 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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Stephanie W

Series 66

St. Louis, MO

Edward Jones

Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.

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

CFP®, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kylee O

Series 66

St. Louis, MO

Edward Jones

Kylee Olson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Flywheel Sports and YourCause. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Matthew H

Series 65, Series 63

Saint Charles, MO

Fidelity

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management
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Matthew S

Series 66

Chesterfield, MO

Merrill

Matthew Stokes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized retirement planning and wealth management strategies that focus on protecting and growing assets to help clients achieve financial independence and confidence in retirement. With 10 years of experience in financial markets, Matthew guides families through major life transitions such as retirement, career changes, and business exits, aligning strategies with their goals and values. Matthew holds a Bachelor's Degree from the University of Missouri System and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses retirement income planning, tax-efficient investment strategies, risk management, and portfolio optimization. Outside of his professional role, Matthew is involved with the Gateway Region YMCA of O'Fallon. He enjoys camping, golfing, and woodworking, and values faith and family, often spending time with his wife and three children engaged in outdoor activities.

Retirement income strategy Income planning General retirement planning Wealth management Tax-loss harvesting Approaching retirement Parents Values-based investing
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Michelle C

Series 63, Series 65

Manchester, MO

Cetera

Michelle Crause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its affiliated entities since 2014, including a prior role at VOYA Financial Advisors. Additionally, she operates as an independent insurance agent, focusing on the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment platforms with over $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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Jacqueline J

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners 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 operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Adam Roland is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. 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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Brandon W

Series 66

St Louis, MO

Thrivent Investment Management

Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Alexandra R

Series 66

Maryland Heights, MO

Edward Jones

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. 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 range of advisory programs and investment solutions, managing 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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Jared B

Series 66

Maryland Heights, MO

Edward Jones

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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 financial advisors and branch offices.

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

Series 63, Series 65

Chesterfield, MO

OSAIC

Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam W

Series 66

St. Louis, MO

Edward Jones

Adam Wolff is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vantage Credit Union and First Heartland Capital Inc. 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 advisors, offering a range of advisory programs and investment options under a fiduciary standard.

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

Series 63, Series 65

Saint Charles, MO

LPL Financial

Mary Alsup Niedergerke is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves at First State Bank of St. Charles and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua D

Series 66

St Louis, MO

LPL Enterprise

Joshua Derwin is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with LPL Enterprise and has previously worked at Pruco Securities, The Prudential Insurance Company of America, MSI Financial Services, and Morgan Stanley. Outside of his advisory roles, Derwin is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products.

Tax-loss harvesting
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