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Cynthia M

Series 66, Series 63

St. Louis, MO

Edward Jones

Cynthia Manzella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and 22 years of industry experience. She has been with Edward Jones since 1999. 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 large network of financial advisors 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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Gianna P

Series 63, Series 65

St. Louis, MO

Edward Jones

Gianna Phillips is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel from 2010 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Mark S

Series 63, Series 65

Swansea, IL

Merrill

Mark Slocomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1987 following eight years of experience in corporate finance and investment banking with Centerre Bank of St. Louis and Lloyds Bank, PLC in London. Mark serves as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mark holds a Bachelor of Science degree in Finance from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). His expertise focuses on providing a holistic approach to financial management, working with senior executives and families to develop customized strategies tailored to complex financial situations. Mark was recognized by Barron’s magazine five times between 2010 and 2015 as one of America’s Top 1,200 Financial Advisors, an honor attained by a limited number of advisors in Missouri. In addition to his professional role, Mark has been involved with The National Children’s Cancer Society for 28 years and currently serves as Chairman of the Board. His team at Merrill Lynch Wealth Management emphasizes a comprehensive process that begins with understanding clients’ overall financial goals and aims to create risk-managed portfolios designed to preserve capital while seeking to maximize returns.

Wealth management Active portfolio management Executive
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Eric S

Series 63, Series 66

Imperial, MO

Fidelity

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Citigroup, TD Ameritrade, Ricoh USA, and Hussmann Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and provides oversight of sub-advisers and fund governance.

Charitable giving & philanthropy Active portfolio management
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Stephen B

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Barbour is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barbour serves as an assistant football coach at Alton High School and is a board member of the Troy Methodist Church finance committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering 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 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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Christopher E

Series 66

St. Louis, MO

Edward Jones

Christopher Ewens is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services, Scottrade, and Wells Fargo Clearing Services. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Adam T

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Tiemann is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual and its affiliated companies prior to joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Cory Novak is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones for 10 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Justin Wise is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Wise is involved in a construction business, Wiseworks Inc., in St. Louis. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Michael D

Series 66

Belleville, IL

LPL Financial

Michael Dunnigan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Erica S

Series 66

St Louis, MO

Edward Jones

Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. 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 discretionary and non-discretionary investment strategies, including 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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Naomi H

Series 66

St. Louis, MO

Edward Jones

Naomi Henderson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, she worked at the University of Rochester, Amazon, Elite Tutoring, and Education Testing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large national 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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Shawn H

Series 66

St. Louis, MO

Edward Jones

Shawn Hampton is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. for 11 years before joining Edward Jones in 2022. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Chad S

Series 63, Series 65

Arnold, MO

Edward Jones

Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Bret S

Series 66, Series 65

Columbia, IL

Cetera

Bret Steffenauer is a financial advisor with Cetera in Columbia, Illinois, holding Series 65 and Series 66 credentials and possessing 26 years of industry experience. He has worked with Cetera and its related entities since 2000 and owns an accounting firm, Steffenauer & Associates CPAs, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

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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Charlotte M

CFP®, Series 66

St. Louis, MO

Edward Jones

Charlotte Matthews is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with Edward Jones in St. Louis, MO, for the past 10 years. Outside of her advisory role, she is a shareholder in Goodin Land Company, a farm based in Charleston, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a 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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Cody P

Series 66

Belleville, IL

Merrill

Cody Patterson is a financial advisor at Merrill holding a Series 66 designation. He has a diverse work background including roles at Bank of America, Regions Bank, and service in the United States Army National Guard. Outside of finance, he has experience working at Eckerts as a food runner and bartender on a limited basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Ryan K

Series 63, Series 66

St. Louis, MO

Edward Jones

Ryan Knuckles Li is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management 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 strategies and affiliated investment products, 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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Fadil H

Series 66

St. Louis, MO

Edward Jones

Fadil Hodzic is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 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 with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

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

Series 63, Series 66

Kirkwood, MO

Edward Jones

Caitlin Beshears is a financial advisor at Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is involved in managing rental property. 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 options, supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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