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Walter P

Series 63, Series 65

St. Louis, MO

Edward Jones

Walter Pollard Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He 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 with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Meara L

Series 66

St. Louis, MO

Edward Jones

Meara Lindley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is associated with Smith Family Enterprise LLC, a family partnership. 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 strategies, managing approximately $1.01 trillion in assets through 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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Martin N

Series 63, Series 66

Columbia, IL

Edward Jones

Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

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

CFA®, Series 63

St. Louis, MO

Edward Jones

Morgan Brasier is a CFA® charterholder with four years of industry experience. He is currently an advisor at Edward Jones since 2026 and previously worked at Sanford C. Bernstein & Co., Bernstein Private Wealth Management, and UBS. 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 and offers a range of advisory programs, 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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Gregory L

Series 66

St. Louis, MO

Edward Jones

Gregory Lewis is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

St. Louis, MO

Cetera

Nicholas Mengel is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera in St. Louis, MO. He has held roles at MSMF Wealth Management and Cetera Financial Specialists LLC since 2006. Outside of his advisory work, he serves as a member of a homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and third-party managers.

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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Mary G

Series 66

St. Louis, MO

Edward Jones

Mary Galantowicz is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Vanliner Insurance Company from 2013 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. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Swansea, IL

Merrill

Joel Albers is a financial advisor at Merrill Lynch Wealth Management with a background in retirement actuarial work. He has over 15 years of experience in retirement plans, having started his career at Willis Towers Watson as a traditional retirement consultant. He subsequently served as the in-house corporate actuary for Emerson Electric Co. before joining Bank of America in the Workplace Benefits line of business, focusing on defined benefit consulting, and later transitioned to financial advising. Joel holds a bachelor's degree in mathematics from Southern Illinois University – Edwardsville. He is an Associate of the Society of Actuaries (ASA) and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he contributes to the Society of Actuaries as an elected member of the Retirement Practice Community Advisory Team.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Nicholas M

Series 66

St Louis, MO

Edward Jones

Nicholas Maxwell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he spent 17 years working with Fox C-6 Schools. 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 nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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James O

Series 66

St. Louis, MO

Edward Jones

James Ott is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones in two periods, from 2015 to 2019 and from 2020 to the present, with a year at Enterprise Holdings in between. Based in St. Louis, MO, Ott currently serves clients through Edward Jones. 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 strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Belleville, IL

Ameriprise

Robert Stone is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Katherine V

Series 66

St. Louis, MO

Edward Jones

Katherine Verano Camones is a financial advisor at Edward Jones with 9 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her advisory career, she served in the Missouri House of Representatives in 2017. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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

Series 66

Belleville, IL

Equitable Advisors

Karl Walz is a financial advisor with Equitable Advisors in Belleville, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Janice R

CFP®, Series 66

St. Louis, MO

Edward Jones

Janice Reedy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 designation and is based in St. Louis, MO. 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 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.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Brad Huffman is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 1999. Based in St. Louis, MO, he operates within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services and maintains a large national network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Brian Brophy is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2017. He has eight years of industry experience and previously spent 13 years at Enterprise Holdings. 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 through a large national 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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Michael C

Series 66

St. Louis, MO

Edward Jones

Michael Curry Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Tueth Keeney Cooper Mohan and Jackstadt P.C. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers affiliated mutual funds, a trust company, and securities-based lending options.

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

Series 66

St. Louis, MO

Edward Jones

Evan Laboube is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 13 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of more than 23,700 financial advisors 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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Megan H

Series 66

St. Louis, MO

Edward Jones

Megan Hayes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. She has worked at Edward Jones since 2019 and previously spent six years at Ameristar Casino. 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 and offers a range of advisory programs, including discretionary and non-discretionary 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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Ivan G

Series 66

St. Louis, MO

Edward Jones

Ivan Ganev is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following an 11-year tenure at Allstate Insurance. Outside of advisory work, he owns several rental properties managed by a property company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices across the United States.

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