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Robert W
CFP®, Series 63
St. Louis, MO
Cambridge Investment Research Advisors
Robert Waugh is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, based in St. Louis, MO, with 40 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2002. Outside of his advisory work, he serves as treasurer for the ACLU of Missouri. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.
Micheal C
CFP®, CFA®, Series 63, Series 65
St. Louis, MO
Edward Jones
Micheal Christiansen is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 22 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Christiansen serves as a board member and co-leads the Long Range Planning Committee at Franklin County Country Club in Washington, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Amy W
Series 66
St. Louis, MO
Edward Jones
Amy Weaver is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 16 years of industry experience. 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, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.
Ryan P
Series 63, Series 66
St. Louis, MO
Edward Jones
Ryan Pistorius is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as a soccer referee for various organizations, including St. Joseph Catholic Church, United States Soccer Federation, and MSHSAA. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Jared D
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Jared Dougherty is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. 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, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Douglas A
Series 66
St. Louis, MO
Edward Jones
Douglas Anstedt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joseph S
Series 63, Series 66
St. Louis, MO
Edward Jones
Joseph Stogner is a financial advisor at Edward Jones with 10 years of industry experience. He has held roles at SCOTTRADE, Inc. and TD Ameritrade prior to joining Edward Jones in 2020. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, 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 under a fiduciary standard.
Timothy L
Series 66
St. Louis, MO
Edward Jones
Timothy Lartonoix is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has an interest in a note receivable arrangement through Arch Apparel LLC in St. Louis. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
Matthew B
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Bassman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 10 years of industry experience. He previously worked at Valic Financial Advisors, TD Ameritrade, and CitiMortgage. Outside of his advisory role, he volunteers as a concessions worker for the C&H Athletic Association, a nonprofit baseball field complex in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving 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.
Mary M
Series 63, Series 66
St. Louis, MO
Edward Jones
Mary Mueller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory work, she has been involved as a part-time e-commerce shopper for Whole Foods Market. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and has over $1 trillion in assets under management.
Candace W
Series 66
St. Louis, MO
Edward Jones
Candace Weber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of advisors and branch offices.
Brandon J
CFP®, Series 66
St. Louis, MO
Edward Jones
Brandon Jimenez is a CFP® with six years of industry experience, currently advising at Edward Jones in St. Louis, MO. He previously worked at Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. His background also includes a period at Palm Beach State College. 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 managed under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated services beyond traditional advisory offerings.
Joseph M
Series 63, Series 66
St. Louis, MO
Edward Jones
Joseph Monteleone is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 26 years of industry experience. He previously worked at Scottrade, Inc. for 22 years and TD Ameritrade for one year. Outside of finance, he owns Monte & The Machine, a music project through which he records, releases, and performs original music. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Daniel M
CFA®, Series 66
St. Louis, MO
Edward Jones
Daniel Manson is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFA® designation and Series 66 license. Prior to joining Edward Jones, he gained experience at Intel Corp and Third Bridge Group LTD, as well as in academic roles at Arizona State University and Swarthmore College. 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 manages approximately $1.01 trillion in assets with a large national network of advisors and provides a range of advisory programs and investment options under a fiduciary standard.
Eric R
CFP®, Series 66
St. Louis, MO
Edward Jones
Eric Reinhard is a CFP® and holds a Series 66 designation. He has seven years of experience at Edward Jones and previously worked for six years with the State of Missouri in the Circuit Court for St. Louis County. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.
Steven K
Series 63, Series 66
St. Louis, MO
Edward Jones
Steven King is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.
Kevin G
Series 66
St. Louis, MO
Edward Jones
Kevin Grib is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Alyssa B
Series 66
Swansea, IL
LPL Enterprise
Alyssa Boles is a financial advisor at LPL Enterprise with a Series 66 designation and under one year of industry experience. Her prior work history includes roles outside the financial services industry as well as founding Living Blyss, LLC, an entrepreneurial venture she has operated since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.
Kyle S
CFA®, Series 66
St. Louis, MO
Edward Jones
Kyle Sanders is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2008. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and securities-based lending options.
Charles L
Series 63, Series 66
Brentwood, MO
Cetera
Charles Long III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he is a lead guitar player and background vocalist in a blues band and provides guitar lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.
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