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Brandon T

Series 66

St. Louis, MO

Edward Jones

Brandon Tiu is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

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

Series 63, Series 65

St. Louis, MO

Cetera

Kerry Robinson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Berthel, Fisher & Company Financial Services, Inc., and MSMF Wealth Management. Robinson has been involved with the St. Louis Cardinals organization since 2010 in various capacities. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and utilizes a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

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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Abigail L

Series 66

St. Louis, MO

Edward Jones

Abigail Lancaster is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a party planning business, A La Carte Parties, in St. Louis, providing cookies, cupcakes, and party decor. Edward Jones is a full-service wealth management firm serving 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 large network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

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

Series 63, Series 66

Columbia, IL

Edward Jones

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, 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 more than 23,700 advisors and 15,000 branch offices.

Wealth management Inheritance planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Christian R

Series 66

St Louis, MO

Thrivent Investment Management

Christian Rowe is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he held various roles including work at Auffenberg Dealer Group, The Crossing, and Southland Christian Church. Outside of his advisory work, he is a part-time personal trainer at the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics and allowing clients to combine planning services with managed accounts under a consolidated billing option.

Business ownership considerations
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Mor W

Series 66

Belleville, IL

Cetera

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

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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Teresa S

Series 66

St. Louis, MO

Edward Jones

Teresa Smith is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013 and is also involved with Friendship Brewing Company since 2017. 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 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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Patricia D

Series 66

St. Louis, MO

Edward Jones

Patricia Danchus is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 1996. 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, 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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Julie C

Series 63, Series 66

St. Louis, MO

Edward Jones

Julie Cato is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She 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 options supported by a large national network of advisors and branch offices.

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

CFA®, Series 63

St. Louis, MO

Edward Jones

Todd Wilhelm is a CFA® charterholder with 28 years of industry experience. He has been with Edward Jones since 1997, based in St. Louis, MO. Outside of his advisory role, he owns a condominium in Tuscaloosa, AL. 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 wrap fee strategies and access to 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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Alexis M

Series 63, Series 66

Swansea, IL

Merrill

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Michele O

Series 66

St. Louis, MO

Edward Jones

Michele Oswald is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Shane Emaus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Protiviti from 2015 to 2018. 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 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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David C

Series 66

St. Louis, MO

Edward Jones

David Chubak is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He previously worked at Citigroup for nine years before joining Edward Jones. Outside of his advisory role, he is involved as a limited partner in several early-stage and venture capital funds, including Blue Seed Capital Fund, Valhalla Ventures, Tamarack Capital, and HOF Capital Growth Opportunity XLVI. 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, separately managed accounts, and affiliated mutual funds, supported by 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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William C

CFA®, Series 66

St. Louis, MO

Edward Jones

William Chulick Jr Jr is a CFA® charterholder and holds a Series 66 license. He has seven years of industry experience and has been with Edward Jones since 2019. Prior to that, he worked at Anheuser Busch Employees' Credit Union and was affiliated with Depauw University. 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, supported by 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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James F

Series 65, Series 63

St Louis, MO

Edward Jones

James Finder is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Finder holds Series 65 and Series 63 licenses and is based in St. Louis, Missouri. 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 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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Anthony W

Series 66

St. Louis, MO

Edward Jones

Anthony White is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Bank, St. Louis University, Creighton University, and Pacific Life Insurance. Outside of his advisory role, he owns and manages a clothing and apparel brand called JON BLANCO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm has a large network of advisors and branch offices and provides services under a fiduciary standard.

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

CFP®, Series 66

Sunset Hills, MO

OSAIC

Jason Sturm is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Butler Associates Financial Planners, Inc., DuPont, DowDupont, Dow Chemical, and FSC Securities Corp. Outside of his advisory work, he is a manager of WINSOR WEST LLC, a family-owned farmland investment in Michigan. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions. The firm combines brokerage, advisory, and financial planning services with various investment platforms, employing asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple asset classes.

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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John P

Series 66

Millstadt, IL

Edward Jones

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 strategies through a nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Melinda M

Series 66

St. Louis, MO

Edward Jones

Melinda Mierek is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions 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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