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Elijah G
Series 66
Maryland Heights, MO
Edward Jones
Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
Michael M
Series 63, Series 65
O'Fallon, MO
OSAIC
Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 22 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party money managers to create portfolios across various asset classes.
Alexander M
Series 63, Series 66
St. Louis, MO
Fidelity
Alexander Miller is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on advanced financial planning strategies and provides guidance to clients to help improve their financial well-being. Alexander has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising, reflecting a deep engagement with markets, economics, and policy. He emphasizes making complex financial concepts simple and treats clients with the same respect and care he would expect for himself. Alexander finds fulfillment in utilizing his knowledge to positively impact the lives of his clients and their families.
Robert H
Series 63, Series 65
Chesterfield, MO
OSAIC
Robert Hardcastle III is a financial advisor with Osaic Wealth Inc. holding Series 63 and Series 65 designations and two years of industry experience. He has been with Osaic Wealth since 2024 and is also involved in selling Medicare Advantage and Part D prescription plans through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services supported by a variety of investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that can include a broad array of investment types, with flexible management options tailored to client needs.
Ashley E
CFA®, Series 63
St. Louis, MO
Edward Jones
Ashley Elchert is a CFA® charterholder with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2019 and previously spent time with Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide 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 under management through a large nationwide network of financial advisors and branch offices.
James B
CFA®, Series 63
St. Louis, MO
Edward Jones
James Bast is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2005. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors.
Vincent T
Series 66
St Peters, MO
Edward Jones
Vincent Taormina is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of finance, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions.
Justin B
Series 63, Series 65
Chesterfield, MO
Raymond James Financial
Justin Brown is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc and Century Securities Associates, Inc. Brown is also an associate and branch manager at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Anne S
Series 66
St. Louis, MO
Edward Jones
Anne Snyders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her career includes multiple roles at Edward Jones since 2018 and prior experience in educational institutions such as Southern Illinois University Edwardsville and Lewis and Clark Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. 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, while operating under a fiduciary standard.
Nathan Z
Series 66
St Louis, MO
LPL Enterprise
Nathan Zornes is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Blake Robbins. Outside of advisory work, he is involved with Robbins Financial, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Mark R
Series 63, Series 65
Saint Charles, MO
Primerica Advisors
Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.
Zachary M
CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Zachary Mansell is a CFA® charterholder with 11 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at PIMCO Investments LLC and Pacific Management Investment Co LLC from 2015 to 2017. Mansell is based in St. Louis, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Christina M
Series 66
Chesterfield, MO
Ameriprise
Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.
Gregory L
Series 66
Chesterfield, MO
Mass Mutual Investors Services
Gregory Lowhorn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, Jag Capital Management, LLC, Jones Lang Lasalle, and Wyndham Vacation Ownership. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored programs.
Sara B
Series 63, Series 66
St Louis, MO
Charles Schwab
Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.
Melissa C
CFP®, Series 66
St. Louis, MO
Edward Jones
Melissa Carter is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Cynthia F
Series 66
St. Louis, MO
Edward Jones
Cynthia Franklin is a Series 66-licensed financial advisor with Edward Jones in Saint Charles, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is an independent stylist for Color Street, selling nail polish strips. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.
Benjamin W
CFP®, ChFC®, Series 66
O'Fallon, MO
Edward Jones
Benjamin Wishman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Edward Jones since 2024, he worked at Edward Jones Investments from 2016 to 2024. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Aaron F
Series 63, Series 66
St. Louis, MO
Edward Jones
Aaron Fayzulayev is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Ally Invest Securities LLC and Aegis Capital Corp. Edward Jones is a full-service wealth management firm serving over four million 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 programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Tricia V
Series 66
St. Louis, MO
Edward Jones
Tricia Vossenkemper is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 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 financial advisors.
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