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Mark A

Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Aegerter is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has worked at Edward Jones since 2017 and previously at Scottrade Inc from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Solovic is a financial advisor at Edward Jones with 22 years of industry experience. She previously spent 15 years at Wells Fargo Clearing before joining Edward Jones in 2026. Outside of her advisory work, she is the author of a book titled *Broken Willow*, which addresses mental health awareness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

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

Series 66

St Louis, MO

Edward Jones

Robert Gregory is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,000 financial advisors.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Sean Manners is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently affiliated with Edward Jones in St. Louis, MO, where he has worked since 2018, with a brief interlude at US Bank, Cetera Advisors LLC, First Allied Securities, and Valletta Property Group. Prior to his financial advisory roles, he spent four years at Ernst & Young. 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 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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Brock H

Series 66

St Louis, MO

Thrivent Investment Management

Brock Howard is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has seven years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2018. Outside of his advisory work, he serves as Chairman of the Board for Faith Through Fire, an organization supporting women and families affected by breast cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management.

Business ownership considerations
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David S

Series 63, Series 65

Belleville, IL

Raymond James & Associates

David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cameron P

Series 66

Des Peres, MO

Morgan Stanley

Cameron Preston is a financial advisor with Morgan Stanley in Des Peres, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

General estate planning guidance
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Nicholas S

Series 66

St. Louis, MO

Edward Jones

Nicholas Svoboda is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Amazon.com Services LLC and has experience in education at the high school and middle school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services 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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Brittany W

ChFC®, Series 66

St. Louis, MO

Edward Jones

Brittany Wishman is a financial advisor at Edward Jones with a ChFC® designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked in real estate with Keller Williams Realty West & Partners, Barrett Realty Group, and St. Louis Realty Partners. Outside of advising, she holds a part-time role assisting with transaction coordination at Contract to Close Solutions LLC. 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 offers a range of advisory programs and investment solutions 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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Patrick L

Series 66

St. Louis, MO

Edward Jones

Patrick Linn is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary 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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Darren I

Series 63

St. Louis, MO

Edward Jones

Darren Irish is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1999. The firm serves more than four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor network, broad branch footprint, and affiliated capabilities such as a trust company and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Jonathan Garland is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, he held positions at Citibank and engaged in entrepreneurial activities with 5 Star Burgers. Additionally, he has worked as an independent contractor facilitating communication workshops for nursing students at Webster University. 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 maintains affiliated capabilities including trust services and proprietary mutual funds.

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

Series 66

St. Louis, MO

Edward Jones

David Pasch is a Series 66-licensed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of client segments. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies under a fiduciary standard, 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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Gregory G

CFP®, Series 66

St. Louis, MO

Edward Jones

Gregory Goin is a CFP® with 18 years of experience in the financial industry. He has been with Edward Jones in St. Louis, MO since 2008. Edward Jones serves more than four million individual and institutional clients, offering a range of 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 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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Martina B

Series 66

St. Louis, MO

Edward Jones

Martina Bishopp is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 6 years of industry experience. She has been with Edward Jones since 2011. 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. The firm manages approximately $1.01 trillion in assets under management through 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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Michael W

Series 66

St. Louis, MO

Edward Jones

Michael Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. His prior positions include roles at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory work, he coaches CrossFit classes at a gym in Webster Groves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Retirement income strategy Early retirement planning Business ownership considerations Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Marc K

Series 66

St. Louis, MO

Edward Jones

Marc Kenning is a financial advisor at Edward Jones in Manchester, MO, with 11 years of experience at the firm. He holds the Series 66 designation and has been with 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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

Series 66

Sunset Hills, MO

Edward Jones

Juan Garza is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and leadership at Lighthouse Digital LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies as well as affiliated investment products and services.

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

Series 66

St. Louis, MO

Edward Jones

Timothy Lueders is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and 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. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 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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Matthew R

CFP®, Series 66

St. Louis, MO

Edward Jones

Matthew Robinson is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. In addition to his advisory role, he has worked at Men's Wearhouse since 2004, assisting customers and training new associates. 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 approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated investment products.

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