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Jill L

Series 66

St. Louis, MO

Edward Jones

Jill Labbee is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she is involved as a consultant for DoTerra, selling essential oils. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Donald B

CFP®, Series 63

St. Louis, MO

Edward Jones

Donald Bergan Jr. is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, and has 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Corey T

Series 63, Series 66

St. Louis, MO

Edward Jones

Corey Tomasek is a financial advisor at Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Edward Jones since 2013. 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, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jason Lashbrook is a financial advisor with Edward Jones in St. Louis, MO. He holds the Series 63 and Series 66 designations and has 24 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he facilitates football drafts for the World Championship of Fantasy Football. 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 across the United States.

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

Series 66

St Louis, MO

Edward Jones

Caitlin Martines is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Yerbae Enhanced Sparkling Water, Higher Groud Healing, and Gamlin Restaurant Group. Outside of her advisory role, she owns a handmade goods business creating quilts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Family Business ESG / Sustainable investing General retirement planning Founder/Business Owner
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Caroline K

Series 63, Series 66

St. Louis, MO

Edward Jones

Caroline Kearns is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee portfolios, 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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Michael E

Series 66

St. Louis, MO

Edward Jones

Michael Easton is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Teresa B

CFP®, Series 66

St. Louis, MO

Edward Jones

Teresa Bippen is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, and has 26 years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she is involved in managing timeshare rentals and holds leadership positions in vacation property and sales and marketing businesses. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and operates an extensive 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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Peter M

Series 66

St. Louis, MO

Edward Jones

Peter Myers 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 Investments since 2016. 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 discretionary and non-discretionary investment strategies, overlay and tax-efficient services, 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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Daniel M

Series 63, Series 66

Kirkwood, MO

Cetera

Daniel Mcgee is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cetera Wealth Services since 2013 and currently works at Cetera. Outside of advising, he is a partner in a retail athletic apparel business in Kirkwood, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

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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Matthew P

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Pearson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Tyler Case is a CFA® charterholder with a Series 66 license and has 10 years of experience in the financial industry, all of which have been with Edward Jones since 2016. 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 manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Nicholas A

CFP®, Series 66

St Louis, MO

Edward Jones

Nicholas Angelo is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in St. Louis, MO, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices, offering a range of advisory programs, managed solutions, 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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Daniel R

Series 66

St. Louis, MO

Edward Jones

Daniel Riesmeyer is a financial advisor at Edward Jones in Wildwood, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2010. 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 with approximately $1.01 trillion in assets under management and 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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Rosharette M

Series 66

St Louis, MO

Edward Jones

Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.

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

Series 66

St. Louis, MO

Edward Jones

Dillon Wibbenmeyer is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he held various positions including academic roles at Southern Illinois University Edwardsville and employment at Kelly Services, Aldi, and Walmart. 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, managing approximately $1.01 trillion in assets through 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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Scott M

Series 63, Series 66

St Louis, MO

Edward Jones

Scott Modde is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he owns a rental property used primarily for family and event purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds and specialized services such as tax-efficient strategies and securities-based lending.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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Michael M

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Melton is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 services, including discretionary and non-discretionary wrap fee strategies, 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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Nathan B

CFP®, Series 66

Kirkwood, MO

Edward Jones

Nathan Brandt is a financial advisor with Edward Jones in Kirkwood, MO, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including four years at St. Louis Community College and ten years with the University of Missouri Extension prior to 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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William F

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

William Friebel Jr. is a CFP® professional with 28 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at John Hancock, Invesco Distributors, and OppenheimerFunds. He is a partner in Cornerstone Wealth Management, an independent registered investment advisor firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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