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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.
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.
Juanita P
Series 63, Series 66
St. Louis, MO
Edward Jones
Juanita Penfield is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Lawrence B
Series 63, Series 66
St Louis, MO
Edward Jones
Lawrence Byars is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. He worked at Farmers Insurance Group and Farmers Financial Solutions from 2004 to 2017 before joining Edward Jones in 2018. Outside of his advisory role, he is involved in music performance at Candicci's Restaurant in Ballwin, MO. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jennifer L
Series 63, Series 65
Belleville, IL
Raymond James & Associates
Jennifer Lawson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2013 and previously held roles at Morgan Keegan & Company, LLC and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.
Joseph K
Series 66
Saint Louis, MO
Merrill
Joseph Krull is a financial advisor with Merrill in Saint Louis, MO, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Bank of America and owned a 50% stake in BC Boat Cleaning, a business unrelated to investment activities. 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 individuals, high-net-worth clients, and institutional investors.
Virgil H
Series 66
St. Louis, MO
Edward Jones
Virgil Hall is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with six years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing Services LLC, CUNA Brokerage Services, Inc., and Merrill. He also worked at Meramec College for eight years. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Jeremy W
Series 63, Series 66
St. Louis, MO
Edward Jones
Jeremy Wertzberger is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He worked at TD Ameritrade from 2016 to 2020 before joining Edward Jones, where he has been since 2020. 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, operating under a fiduciary standard.
Christopher G
Series 63, Series 65, Series 66
Swansea, IL
LPL Enterprise
Christopher Green is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Edward D
Series 66
St. Louis, MO
Edward Jones
Edward Donoghue is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His background includes roles at Intel and Arizona State University, alongside over a decade of service in the US Army, where he currently serves as a major in the Army Reserve. 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 solutions supported by a large network of financial advisors and branch offices nationwide.
Dilkash L
Series 66
St. Louis, MO
Edward Jones
Dilkash Luhano is a financial advisor with Edward Jones in St. Louis, MO. She holds the Series 66 designation and began her career in the financial industry in 2026. Prior to joining Edward Jones, she held positions at Cascade CPA and LZ Management, among other roles. 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 advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Stephen M
Series 63, Series 65
Swansea, IL
LPL Financial
Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Royal Alliance Associates and Martin Financial Services, prior to joining LPL Financial. Outside of advising, he is president of Martin Accounting Services, Inc., a CPA firm, and a minority partner in a restaurant business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.
Vincent W
CFP®, Series 63, Series 65
St Louis, MO
Edward Jones
Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and 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 manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.
Randall S
Series 65, Series 63
Arnold, MO
Edward Jones
Randall Stahl is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Edward Jones since 1998. 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 network of financial advisors and branch offices across the United States.
Michelle N
Series 66
St. Louis, MO
Edward Jones
Michelle Newberry is a Series 66 credentialed advisor with Edward Jones in St. Louis, MO, and has 15 years of industry experience. She has been with Edward D Jones & Co since 2001, accumulating 25 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Todd B
Series 66
St. Louis, MO
Equitable Advisors
Todd Buss is a Series 66 licensed financial advisor at Equitable Advisors with 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Buss serves on the executive board of the Richard Chaifetz School of Business at Saint Louis University and is also involved with the Mathews-Dickey Boys' & Girls' Club and the St. Louis Sports Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary solutions, to deliver tailored investment strategies.
Timothy S
Series 63, Series 65
Swansea, IL
LPL Enterprise
Timothy Strazinsky is a financial advisor at LPL Enterprise with over 33 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 Mass Mutual Investors Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various non-securities products and services.
Tamara L
Series 66
St. Louis, MO
Edward Jones
Tamara Leach is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2007. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Michael R
Series 63, Series 66
St. Louis, MO
Edward Jones
Michael Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, following four years at Wells Fargo Advisors. Based in St. Louis, MO, he currently serves clients through Edward Jones’s broad institutional platform. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tyler K
Series 66
St Louis, MO
Thrivent Investment Management
Tyler Kohout is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, UHY, Botz Deal, and teaching positions at the University of Central Missouri, St Dominic High School, and Immaculate Conception of Dardenne Prairie School. He also operated Unchained STL Escape Rooms from 2020 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based financial planning covering topics such as retirement, taxes, estate, and business continuation, without including implementation, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”
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