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Amy H

Series 66

St. Louis, MO

Edward Jones

Amy Haywood is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at the National Geospatial Intelligence Agency and the Missouri Attorney General's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary 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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Richard P

Series 63, Series 66

St. Louis, MO

Edward Jones

Richard Porter III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. 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 strategies 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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Douglas V

Series 66

St Louis, MO

Thrivent Investment Management

Douglas Vernon is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to his current role, he spent 15 years at Wildwood Christian Church and periodically preaches for local churches. He also serves as a board member for the West St. Louis County Chamber of Commerce, contributing to planning activities and growth strategies for local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses covering a wide range of planning topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Ryan L

Series 63, Series 65

St. Louis, MO

Edward Jones

Ryan Lavene is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Edward Jones in 2016, he worked at First Allied Securities, Inc. and First Financial Planners, Inc. He also operated Belize Diving Academy for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 63

Warson Woods, MO

Edward Jones

Timothy Graham is a CFP® with 25 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 with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor network and affiliated capabilities beyond traditional advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Benjamin Zaegel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Belleville, IL

Cetera

Kyle Williams is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services Inc., and he also serves as a Senior Tax Manager at CEC Financial Group PC, a certified public accounting firm specializing in tax compliance and consulting. Outside of financial advising, he is involved as the treasurer for the North American Die Casting Association Chapter 17 and coaches wrestling at the high school and middle school levels. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

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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Brian D

Series 66

St. Louis, MO

Edward Jones

Brian Douglas is a financial advisor at Edward Jones in Saint Peters, MO, holding a Series 66 credential with six years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Client Services, Inc. and McCarthy Leonard Kaemerrer. Outside of finance, he is involved in woodworking with Columbia Candles, LLC, performs live music locally, and was formerly a partner in a sports tournament franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Julia Crean is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she was affiliated with the University of Chicago and the University of Notre Dame in various capacities. 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 investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Nicole Morgan is a financial advisor at Edward Jones in Tempe, AZ, with three years of industry experience. She holds the Series 63 and Series 66 designations 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 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.

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

Series 66

St. Louis, MO

Edward Jones

Paul Pagano 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 2013. Outside of his advisory role, he serves as the Executive Director and Director of Acting for the Gateway Center for Performing Arts, a performing arts studio and school. 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 nationwide network of more than 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Michelle Stewart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and manages rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering various advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Swansea, IL

Merrill

Isaac Taylor is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2020 to 2022 and has experience at Discover and University of Phoenix. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Michael M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Mueller is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Kevin M

Series 66

St. Louis, MO

Edward Jones

Kevin Miller 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 for ten years. Outside of his advisory role, he co-owns a business that wholesales identification tags and occasionally assists with its accounting. 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 advisors and branch offices.

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

CFP®, Series 63

St. Louis, MO

Edward Jones

Nicholas Lampi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is also involved in event coordination through his role as secretary of Eventive Meetings LLC. 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 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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Sarah C

Series 66

Fairview Heights, IL

Raymond James Financial

Sarah Caravia is a financial advisor with Raymond James Financial in Fairview Heights, IL, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Raymond James in 2016, she worked for Edward Jones for 11 years. Outside of advisory work, she serves as president of Caravia Enterprises LLC, a real estate holding entity, and is a partner in FACT Group II LP, a company owning investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by risk profiling and analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian R

CFA®, Series 66

St. Louis, MO

Edward Jones

Brian Rapoport is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Edward Jones since 2012. 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 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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Jamie B

Series 66

St. Louis, MO

Edward Jones

Jamie Buchanan is a financial advisor with Edward Jones in Tempe, AZ, 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 over four million individual and institutional clients, offering a range of advisory programs, including 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 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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Jennifer K

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Kingston is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a co-leader of a local Girl Scout troop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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