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Jason B
Series 63, Series 66
St. Louis, MO
Edward Jones
Jason Bankey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 2002. 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 through a nationwide network of advisors and branch offices.
Camille B
Series 66
St. Louis, MO
Edward Jones
Camille Branch is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Branch worked at Prosperity Connection, Beyond Housing, Compass Health Network, and BJC Behavioral Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Bradley J
Series 66
St. Louis, MO
Edward Jones
Bradley Jobe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Perennial Pursuits LLC, an internet marketing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.
Charles M
CFP®, Series 63, Series 66
Chesterfield, MO
Charles Schwab
Charles Marino III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Scottrade. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.
James S
CFA®, Series 63
St. Louis, MO
Edward Jones
James Shanahan IV is a CFA® charterholder with 26 years of industry experience. He has been with Edward Jones in St. Louis, MO, since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joelle M
Series 63, Series 66
St. Louis, MO
Edward Jones
Joelle Myszka is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2001. 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 nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.
Andrew S
Series 66
Frontenac, MO
Wells Fargo Clearing
Andrew Sabin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.
Andrew G
CFP®, Series 66
Chesterfield, MO
Edward Jones
Andrew Guenther is a CFP® professional with 15 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. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Gregory B
Series 63, Series 65
Chesterfield, MO
Wells Fargo Clearing
Gregory Bennett is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Outside of his advisory role, he is a 50% owner of B & Y Outdoors LLC, a farm growing corn and soybeans. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Shannon W
Series 63, Series 66
Chesterfield, MO
Morgan Stanley
Shannon Walck is a financial advisor at Morgan Stanley with 31 years of industry experience. Prior to joining Morgan Stanley in 2025, Walck worked at Wells Fargo Advisors for 13 years. Walck holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various planning tools and investment services.
Christina T
Series 63, Series 66
St. Louis, MO
Edward Jones
Christina Tucker is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Scottrade, Inc. Tucker serves as a board member for Friends of Hillsboro Wrestling in Hillsboro, MO. 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, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Elizabeth O
Series 66
St. Louis, MO
Edward Jones
Elizabeth O'Hanlon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets under management. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.
Matthew M
Series 66
Maryland Heights, MO
Edward Jones
Matthew Mullen is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation 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, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.
Jill W
Series 66
Creve Coeur, MO
Edward Jones
Jill Weissgerber is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior roles include a decade at Fox Galvin LLC and three years at Gold Beach Lumber. 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.
Penelope P
Series 63, Series 66
St. Louis, MO
Edward Jones
Penelope Pennington is a financial advisor at Edward Jones in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Pennington serves on the Board of Trustees at Washington University in St. Louis and is a member of the Board of Directors at Catalyst in New York. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeffrey B
Series 66
St. Louis, MO
Edward Jones
Jeffrey Bailey 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 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.
Bret C
CFP®, Series 66
Frontenac, MO
Wells Fargo Clearing
Bret Carter is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Edward Jones from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial products than typical institutional advisers.
Adam A
Series 66
St. Louis, MO
Edward Jones
Adam Adrignola is a Series 66-licensed financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.
Mark K
Series 63, Series 65
St Louis, MO
LPL Enterprise
Mark Koski is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products.
Emily K
Series 66
St. Louis, MO
Edward Jones
Emily Kolb 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 2011. In addition to her advisory role, she has been affiliated with Saint Louis University since 2009. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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