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Calandra B

Series 63, Series 66

St. Louis, MO

Edward Jones

Calandra Booker is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Professional Employment Group and Client Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, including discretionary and non-discretionary 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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Dustian B

Series 66

St. Louis, MO

Edward Jones

Dustian Blomker is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Charles W

Series 66

St. Louis, MO

Edward Jones

Charles Wheelock is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at US Capital Development, Boston Consulting Group, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and proxy voting.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Ryan Cook is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services/TD Ameritrade and Scottrade. 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kelly Coats is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, 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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Michael D

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Dooley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1997. 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 financial advisors and branch offices.

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

CFP®, CFA®, Series 63

St. Louis, MO

Edward Jones

James Herrmann III is a CFP® and CFA® with 10 years of industry experience. He has worked at Edward Jones since 2022 and spent seven years at The Vanguard Group Inc prior to that. Herrmann is based in Tempe, AZ. 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, including discretionary and non-discretionary 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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Sally Q

Series 63, Series 66

St. Louis, MO

Edward Jones

Sally Quattlebaum is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and with 22 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and various tax-efficient services through a nationwide network of more than 23,700 advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jeffrey Strange is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He 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 through a wide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated trust and mutual fund capabilities.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kerry Horton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

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

Series 66

St. Louis, MO

Edward Jones

Paxton Crider is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles in banking and corporate services, including positions at Citizens Deposit Bank and Oak Service Corporation. He serves as an Operations Advisor on the Pi Kappa Alpha Provisional Chapter at SLU Alumni Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Julie Zerull is a financial advisor at Edward Jones with 12 years of industry experience. She 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 under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Brendan Sheehan is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation and Series 66 license, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Mercer from 2022 to 2024 and held positions at Boeing from 2013 to 2022. 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 and investment solutions supported by 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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Ashley S

Series 66

St. Louis, MO

Edward Jones

Ashley Schafer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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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Kaylyn M

Series 66

St. Louis, MO

Edward Jones

Kaylyn Mansell is a financial advisor with Edward Jones in Chesterfield, MO, holding the Series 66 designation and 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Laura George is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2006, totaling 20 years at the firm. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets, supported by 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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David H

Series 63, Series 65

St. Louis, MO

Edward Jones

David Hirth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, he is a part owner of a residential cleaning service and a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated services through 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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Misty T

Series 66

St. Louis, MO

Edward Jones

Misty Taylor is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 16 years of industry experience and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Alison Carnie is a CFP® professional with seven years of experience, currently serving at Edward Jones in St. Louis, MO. She has worked with Edward Jones and its Trust Company since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard.

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

Series 66, Series 63

Swansea, IL

Merrill

Tameika Thomas is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, assisting them with wealth management and financial planning. Specific details about her experience and areas of expertise have not been provided. Information regarding her educational background, credentials, personal interests, or community involvement is not available.

Tax-loss harvesting Active portfolio management Wealth management Financial Professional
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