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Tanya P
Series 66
St. Louis, MO
Edward Jones
Tanya Passmore is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2014 in various roles. 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 and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Thomas L
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Thomas Larm is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations with 18 years of industry experience. 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. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Sara M
Series 66
St. Louis, MO
Edward Jones
Sara Musch is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of experience at the firm and 11 years in the industry. She holds the Series 66 designation. 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 more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.
Chrissy D
Series 66
St. Louis, MO
Edward Jones
Chrissy Degnan is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. She has worked at Edward Jones since 2015. 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 national network of financial advisors and branch offices.
Michael F
CFA®, Series 63
St. Louis, MO
Edward Jones
Michael Fross is a CFA® charterholder with 26 years of industry experience, currently advising at Edward Jones since 1999. He serves on the board of Apostolic Learning Academy, where he is involved in strategic planning to support the school's goals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Alexander C
Series 66
St. Louis, MO
Edward Jones
Alexander Cooper is a Series 66-licensed financial advisor with Edward Jones, based in St. Louis, MO, and has three years of industry experience. His prior work history includes roles at Target and Southern Illinois University Edwardsville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
Kelly M
Series 66
St Louis, MO
Edward Jones
Kelly Mooney is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. Mooney has been with Edward Jones since 2009. Outside of advisory work, Mooney has experience selling health and wellness products as a sales consultant. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large network of financial advisors and branch offices nationwide.
Tyson B
Series 66
Swansea, IL
Merrill
Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.
Allison K
Series 66
St. Louis, MO
Edward Jones
Allison Knapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. 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 large nationwide network of financial advisors and branch offices.
Amanda N
Series 66
St. Louis, MO
Edward Jones
Amanda Nihira 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. Outside of her advisory role, she is associated with Kneehigh Prints, a screenprinting and design business operated by her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary solutions under a fiduciary standard.
Devan N
Series 66
Waterloo, IL
Edward Jones
Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. 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, supported by a nationwide network of financial advisors and branch offices.
Jeffrey H
Series 66
St Louis, MO
Edward Jones
Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. 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 network of financial advisors and branch offices nationwide.
Lisa P
Series 66
St. Louis, MO
Edward Jones
Lisa Prosperi is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Nordstrom for seven years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.
Jeffrey M
Series 63, Series 65
Saint Louis, MO
LPL Financial
Jeffrey Mccorkendale is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Avantax Advisory Services, Strategic Wealth Advisors, and 1st Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Richard A
Series 63, Series 65
Webster Groves, MO
Edward Jones
Richard Alotta is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. He has participated in survey activities through Escalent. 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.
Michael Z
ChFC®, Series 63
St. Louis, MO
Edward Jones
Michael Zile is a financial advisor with Edward Jones in Saint Charles, Missouri, holding the ChFC® and Series 63 designations. He has 29 years of industry experience, all with Edward Jones since 1993. Edward Jones is a full-service wealth management firm that serves 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, including both discretionary and non-discretionary solutions, with a nationwide network of more than 23,700 advisors.
Christopher R
Series 66
St. Louis, MO
Edward Jones
Christopher Ruck is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2013. 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 entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.
Troy B
Series 63, Series 65
Saint Louis, MO
Thrivent Investment Management
Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.
Nicholas P
Series 66
St. Louis, MO
Edward Jones
Nicholas Pallardy is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2011. He has 12 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Daniel K
Series 63, Series 66
St. Louis, MO
Edward Jones
Daniel Keith is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he maintains a family interest in a farm estate through Keith's Rolling Hills LLC. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.
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