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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.

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

General estate planning guidance
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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.

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

Series 63, Series 66

Wentzville, MO

LPL Financial

Kevin Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at Investacorp Advisory Services, Securities America, and United Planners' Financial Services of America. Outside of advisory work, Daniels is an author involved in book sales related to teaching and coaching, and he serves as chairman of the board for Reclaim Christian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports investment adviser representatives with extensive research, model portfolios, and technology tools, while providing access to various financial products and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

Retirement income strategy Divorce financial planning Retired Founder/Business Owner Executive LGBTQIA Newlywed/Engaged
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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.

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

Series 66

O'Fallon, MO

STIFEL

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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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.

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

Series 66

St. Charles, MO

Cetera

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

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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Thomas W

Series 63, Series 66

Ofallon, MO

Edward Jones

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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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.

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

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

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

Series 63, Series 66

St Louis, MO

STIFEL

Theodore Sanders is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Tax-loss harvesting
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Thomas V

Series 63, Series 65

Frontenac, MO

STIFEL

Thomas Valenza is a financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent three years at Wells Fargo Advisors. Outside of his advisory role, he has been involved with Mannino's Market for over 20 years. Stifel serves a diverse client base 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.

General retirement planning Income planning
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Jack S

Series 66

St. Louis, MO

Edward Jones

Jack Saunders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Financial Integrators, Continental Western Group, and Drake University. 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 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.

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

Series 63, Series 66

St Louis, MO

Charles Schwab

Tyler Patterson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab since 2023 and previously at TD Ameritrade from 2021 to 2024. 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 a multi-asset investment approach supported by Schwab Center for Financial Research.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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James F

CFP®, Series 63, Series 66

St Louis, MO

LPL Enterprise

James Friddell is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, MML Investors Services, MassMutual Life Insurance Company, and UBS Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it also offers access to insurance products and affiliated trust services.

Tax-loss harvesting
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