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Cody V

Series 63, Series 66

St. Louis, MO

Edward Jones

Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 65, Series 63

Columbia, IL

Primerica Advisors

Julianne Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of her advisory roles, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Roy R

Series 66, Series 63

St. Louis, MO

Edward Jones

Roy Robinson Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Edward Jones since 2017, following earlier roles at Scottrade Inc. and FreeTime, LLC. Outside of advising, he is involved in art and Web3 digital programming and mines cryptocurrency using personal computer equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary 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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Patrick M

Series 63, Series 65

Oakville, MO

Edward Jones

Patrick Mc Manus is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Brian C

Series 66

St. Louis, MO

Edward Jones

Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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 options, managing approximately $1.01 trillion in assets 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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Stephanie H

Series 66

St. Louis, MO

Edward Jones

Stephanie Hart is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she is involved in managing a short-term rental property business. 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, 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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Ariana K

Series 63, Series 66

St. Louis, MO

Edward Jones

Ariana Karst is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Outside of her advisory role, she serves as Secretary Treasurer for DeWi Land Inc., a family land company. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 66

Belleville, IL

Raymond James & Associates

Kathleen Kernan is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 66 credentials and having 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ryan E

Series 66

St. Louis, MO

Edward Jones

Ryan Edmonds is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing three years of industry experience. Prior to joining Edward Jones, he spent ten years at Central Bank of St. Louis. He serves as treasurer for the Wood Meadow Subdivision HOA, participating in board oversight of reports and expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 66

St. Louis, MO

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years at the firm and 10 years of industry experience. Outside of his advisory role, he receives small royalties from a non-investment-related business involving a product website. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs General retirement planning Retired Founder/Business Owner Executive
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Justin D

Series 63, Series 66

St. Louis, MO

Edward Jones

Justin Diller is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Finance Advisory Board for the Trulaske College of Business and is Treasurer of the Security Traders Association of St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range 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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Jason S

Series 66

St. Louis, MO

Edward Jones

Jason Stennett is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, with a brief period at Family Heritage Insurance in 2019. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Megan P

Series 66

St. Louis, MO

Edward Jones

Megan Probst is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop in Eastern Missouri. 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 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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Jonathan B

Series 63, Series 65

Saint Louis, MO

LPL Financial

Jonathan Benner is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with LPL Financial since 2013 and previously operated Jon & Chris Detailing for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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John C

Series 66

Kirkwood, MO

Edward Jones

John Caruso III is a Series 66 licensed financial advisor with Edward Jones in Kirkwood, MO, with five years of industry experience. He has worked at Edward Jones since 2019 in various roles and has also held multiple positions at the University of Missouri over several years. 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.

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

Series 66

St. Louis, MO

Edward Jones

John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. 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, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.

Retirement income strategy General retirement planning Founder/Business Owner
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Susan M

Series 63, Series 65

St. Louis, MO

Edward Jones

Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national 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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Ethan A

Series 66

Swansea, IL

LPL Financial

Ethan Albers is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC for three years and has been associated with First County Bank since 2017. Outside of his advisory role, he is a business owner of We Bussin, a non-investment business based in Dieterich, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Andrew R

Series 66

Saint Louis, MO

Thrivent Investment Management

Andrew Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his financial advisory role, Reinitz serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. 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 and allows clients to combine these plans with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
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Lori M

Series 63, Series 65

Webster Groves, MO

LPL Financial

Lori Mackaben is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Commerce Brokerage Services, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
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