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Carl B

Series 66

St. Louis, MO

Edward Jones

Carl Brown is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2020, he worked at K-Force and TD Ameritrade. He also works part-time as a pharmacy technician at Walgreens. 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 strategies, with approximately $1.01 trillion in assets under management 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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Nathan H

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Nathan Hunt is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated mutual funds and tax-efficient services.

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

Series 66

St. Louis, MO

Edward Jones

Elizabeth Rolwes is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 15 years of industry experience. She 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 and offers discretionary and non-discretionary wrap fee strategies, access to 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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Matthew D

Series 66

St. Louis, MO

Edward Jones

Matthew Dignon is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Dignon worked at Now Talent, Moxie Talent Agency, LLC, and CenturyLink. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, 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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Faisal H

CFA®, Series 66

St. Louis, MO

Edward Jones

Faisal Hersi is a financial advisor at Edward Jones in St. Louis, MO, holding a CFA® designation and Series 66 license with 10 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, offering a range of advisory programs under a fiduciary standard and 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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Joshua G

Series 66

St. Louis, MO

Edward Jones

Joshua Gettinger is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He previously worked at Bloomsdale Bank for thirteen years before joining Edward Jones in 2017. Gettinger serves as a voting member of the Ste. Genevieve R-II School Board of Education in Missouri. 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, investment solutions, and affiliated financial services through a nationwide network of advisors and offices.

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

Series 66

St. Louis, MO

Edward Jones

Jenny Kappelmann is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 13 years of industry experience. She has worked at Edward Jones since 2007. 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 supported by a national network of approximately 23,701 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Andrew Maret is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of AWM Investments, a real estate investment business. 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 and offers a range of investment 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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Kimberly M

Series 66

St. Louis, MO

Edward Jones

Kimberly Mc Queen is a Series 66-licensed financial advisor with Edward Jones in Saint Louis, MO, bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, she worked at Stifel Financial Corp from 2014 to 2022. Outside of finance, she founded The Natural Family, LLC, a limited liability company focused on childbirth preparation using hypnosis, and has served as secretary for Friends of Missouri Midwives, an organization related to midwifery legislation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers diverse advisory services, including discretionary and non-discretionary strategies, 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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Kristi H

Series 66

St. Louis, MO

Edward Jones

Kristi Holsinger is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, access to 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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James B

Series 66

St. Louis, MO

Edward Jones

James Bourgeois is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 11 years of industry experience, all 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

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

Series 66

Webster Groves, MO

Edward Jones

Bryan O'Dell is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2000. 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families Parents Intergenerational Families
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Melissa R

Series 66

O Fallon, IL

Wells Fargo Clearing

Melissa Roessler is a Series 66-licensed financial advisor with Wells Fargo Clearing in Columbia, IL, where she has worked since 2016. She has 14 years of industry experience, including five years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than typical large institutional advisers.

Retired Founder/Business Owner
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Heidi M

CFP®, Series 66

St Louis, MO

Edward Jones

Heidi Morris Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations with 15 years of industry experience. She 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 programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jacquelyn P

Series 66

Waterloo, IL

STIFEL

Jacquelyn Pleimann Hern is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2016, following a one-year tenure at Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Elizabeth M

Series 63, Series 66

St. Louis, MO

Edward Jones

Elizabeth Mc Coy is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 27 years of industry experience. She has been with Edward Jones and its affiliated entity Edward D. Jones & Co., L.P. since 1993. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Adam C

Series 66

Saint Louis, MO

Thrivent Investment Management

Adam Caldwell is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has nine years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing structure known as WealthPlan, while maintaining separate planning and portfolio management services.

Business ownership considerations
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Scott B

Series 66

St. Louis, MO

Edward Jones

Scott Burkhardt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Tanya Colbert is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005, totaling 18 years of industry experience. 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 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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John C

Series 66, Series 63

St. Louis, MO

Edward Jones

John Costello Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has prior experience at Moneta Group, TD Ameritrade, and Amazon, and served in the Kentucky Army National Guard from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety 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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