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Michelle K
Series 66
Saint Charles, MO
Edward Jones
Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 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 with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.
Brock W
CFA®, Series 66, Series 65
St. Louis, MO
Edward Jones
Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses, with five years of experience in the financial industry. He has worked at Edward Jones since 2023 and previously at Wells Fargo Investment Institute, Inc. from 2021 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.
Justin R
Series 63, Series 66
St Louis, MO
Charles Schwab
Justin Ruester is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, INC. and Levy Restaurants. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment opportunities within a large, integrated operational structure.
Thomas H
Series 63, Series 65
St. Louis, MO
Edward Jones
Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Jenny S
Series 65
Wildwood, MO
Edelman Financial Engines
Jenny Seim is a Series 65-licensed financial advisor at Edelman Financial Engines with 21 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016, with a brief tenure at Tmfs Advisors, Llc in 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary management and non-discretionary advice focused on diversified model portfolios and long-term investment strategies.
Clinton H
Series 63, Series 66
St. Louis, MO
Edward Jones
Clinton Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2005. 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 and operates a nationwide network of more than 23,700 financial advisors.
Dustin H
Series 63, Series 66
Weldon Spring, MO
Edward Jones
Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Harry S
CFP®, ChFC®, Series 63, Series 65
Saint Louis, MO
OSAIC
Harry Smelcer Jr. is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. Smelcer is also president of HGS Wealth Management, where he is involved in life insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs various investment tools and platforms to construct portfolios and offers both brokerage and advisory services.
William D
Series 63, Series 66
St. Louis, MO
Edward Jones
William Devine is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Devine serves as an assistant coach for the St. Francis Borgia High School trap shooting team and owns a small hay production and egg-selling business, as well as other private ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charities. The firm offers a variety of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.
Dominic C
Series 66
St. Louis, MO
Edward Jones
Dominic Corvington is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, bringing 10 years of industry experience at the firm since 2016. Outside of his advisory role, he is involved in several business ventures, including a used shoe reselling operation, a modeling agency, and a co-ownership position in a beverage company that facilitates communication with a farmer's market. 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 nationwide.
Francis M
Series 63, Series 65
Saint Peters, MO
Wells Fargo Advisors
Francis Mundwiller is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2009. He also co-owns SMITH-MUNDWILLER SECURITIES LLC, a financial practice based in St. Charles, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.
Margaret B
CFP®, Series 66
Town & Country, MO
Edward Jones
Margaret Bittner is a CFP® with 18 years of experience at Edward Jones, where she has worked since 2002. She holds the Series 66 designation and is based in Town & Country, MO. Outside of her advisory role, she organizes the annual Govie Classic Golf Tournament, a not-for-profit event involving her family. 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 investment strategies and advisory services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Jamey B
Series 63, Series 66
St Peters, MO
Edward Jones
Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. 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, affiliated mutual funds, and operates under a fiduciary standard.
Cole K
Series 63, Series 66
St. Louis, MO
Edward Jones
Cole Knutson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is an owner/investor in a massage therapy business called Cloud Nine Wellness. 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 programs and investment options supported by a nationwide network of financial advisors and branch offices.
Jeffery M
CFP®, Series 63
Saint Louis, MO
Ameriprise
Jeffery Meyer is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2014, following a prior tenure with Ameriprise Financial Services, Inc. dating back to 1982. He has 43 years of industry experience. Outside of his advisory role, Meyer is a partial owner and treasurer of Meyer Tablerock, LLC, a non-investment-related business. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Andrew H
Series 66
St. Louis, MO
Edward Jones
Andrew Haven is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 15 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
David W
CFP®, Series 63
Ellisville, MO
Primerica Advisors
David Welland is a CFP® with 39 years of experience in the financial services industry, currently affiliated with Primerica Advisors. His career includes roles at Weichert Referral Associates and PFS Investments Inc. He is also the owner of CMH Management/Holdings, LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services.
Jessica M
Series 66
St. Louis, MO
Edward Jones
Jessica Mader is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
Kevin M
Series 66
St Louis, MO
LPL Enterprise
Kevin Morkassel is a financial advisor with LPL Enterprise who holds a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Investment Centers of America, and Edward Jones. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm employs model-driven investment strategies and provides access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.
Ty K
Series 66
Saint Charles, MO
Edward Jones
Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at 1st Phorm and Supplement Superstores. He is also a part-time trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors.
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