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Andrew S
Series 66
Eureka, MO
LPL Financial
Andrew Stotler is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
Michael H
Series 66
Des Peres, MO
LPL Financial
Michael Hayes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently associated with LPL Financial and Central Bank and previously worked at Edward Jones. Hayes also serves as a branch manager at Central Trust Bank in Des Peres, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by model portfolios and research from LPL Research and third-party subadvisors.
Benjamin B
Series 66
St Louis, MO
Edward Jones
Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
James R
Series 63, Series 65
Chesterfield, MO
LPL Financial
James Rotter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp and Central Trust Bank. Outside of his advisory role, he also serves in a fiduciary capacity for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Zachary T
Series 63, Series 66
St. Louis, MO
Edward Jones
Zachary Tarter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Steven L
CFA®, Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
Steven Low is a financial advisor with Edward Jones in Dallas, TX, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has five years of industry experience, including roles at PlainsCapital Bank and Wells Fargo NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
David R
Series 63, Series 66
St. Louis, MO
Edward Jones
David Reichert III is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He has been with Edward Jones for 20 years and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as Board Chair and Consultant/Advisor for the Endangered Wolf Center and works as a part-time arbitrator for FINRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
Andrea B
Series 63, Series 66
St. Louis, MO
Edward Jones
Andrea Bryant is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she sells fragranced wax and warmers through Scentsy on a consulting basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large retail advisor and branch network, along with affiliated investment and lending services.
Deana P
Series 63, Series 66
Chesterfield, MO
Morgan Stanley
Deana Prewitt is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.
Joseph R
Series 66
St. Louis, MO
Edward Jones
Joseph Ridder is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2014. 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 solutions through a nationwide network of approximately 23,701 advisors.
Todd T
Series 66
St. Louis, MO
Edward Jones
Todd Turpin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has held positions at multiple firms including Fifth Third Securities, Success Mortgage Partners, and Regions Bank prior to his current role. Based in St. Louis, MO, Turpin returned to Edward Jones in 2025 after an earlier tenure from 2023 to 2025. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Deborah K
Series 66
St. Louis, MO
Edward Jones
Deborah Katich is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, Missouri. She has 11 years of industry experience and has been with Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Timothy M
ChFC®, Series 63
St. Louis, MO
Edward Jones
Timothy Minton is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 63 credentials. He has 26 years of industry experience, including 14 years at The O.N. Equity Sales Company before joining Edward Jones in 2018. 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 nationwide network of advisors and branches.
Jason G
CFP®, Series 66
St. Louis, MO
Edward Jones
Jason Gray is a Certified Financial Planner (CFP®) with 17 years of industry experience and has been with Edward Jones since 2007. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Stephen M
Series 63, Series 65
Chesterfield, MO
OSAIC
Stephen Mueller is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Outside of his advisory role, he is involved with a family-owned rental property operated as a short-term Airbnb and VRBO rental. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and platforms, offering services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios that include various investment vehicles, managed on discretionary or non-discretionary bases.
Edward P
Series 66
Sunset Hills, MO
Edward Jones
Edward Phelan Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Integrated Payroll Services and the University of Dayton. He serves on the Alumni Board of Chaminade College Preparatory School, assisting with fundraising and event involvement. 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 broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Scott M
Series 66
Maryland Heights, MO
Edward Jones
Scott Miller is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab & Co Inc for 13 years and TD Ameritrade Inc. for one year. His background also includes farming and involvement with Junior Achievement of Central Iowa. 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 over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.
Theodore S
Series 63, Series 66
St Louis, MO
STIFEL
Theodore Sanders is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008 and holds Series 63 and Series 66 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
John H
Series 66
St Louis, MO
Ameriprise
John Henry is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. He serves as Treasurer on the Board of Directors for Concord Church in St. Louis. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized, algorithm-supported recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Michael N
Series 63, Series 65
St Louis, MO
LPL Enterprise
Michael Nemetz is a financial advisor at LPL Enterprise with 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. He holds Series 63 and Series 65 designations. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.
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