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Jason L

Series 63, Series 66

St. Louis, MO

Edward Jones

Jason Lashbrook is a financial advisor with Edward Jones in St. Louis, MO. He holds the Series 63 and Series 66 designations and has 24 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he facilitates football drafts for the World Championship of Fantasy Football. 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.

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

Series 66

Ballwin, MO

Merrill

Jeremiah Slankard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, N.A., American Freight, and Darden Restaurants. 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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Caroline K

Series 63, Series 66

St. Louis, MO

Edward Jones

Caroline Kearns is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been 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 and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, 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 E

Series 66

St. Louis, MO

Edward Jones

Michael Easton is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 wide 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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Teresa B

CFP®, Series 66

St. Louis, MO

Edward Jones

Teresa Bippen is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, and has 26 years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she is involved in managing timeshare rentals and holds leadership positions in vacation property and sales and marketing businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 and operates an extensive 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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Peter M

Series 66

St. Louis, MO

Edward Jones

Peter Myers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones Investments since 2016. 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 discretionary and non-discretionary investment strategies, overlay and tax-efficient services, 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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Matthew P

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Pearson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Tyler Case is a CFA® charterholder with a Series 66 license and has 10 years of experience in the financial industry, all of which have been with Edward Jones since 2016. He 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 and offers various 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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Daniel R

Series 66

St. Louis, MO

Edward Jones

Daniel Riesmeyer is a financial advisor at Edward Jones in Wildwood, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2010. 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 with approximately $1.01 trillion in assets under management and 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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Dillon W

Series 66

St. Louis, MO

Edward Jones

Dillon Wibbenmeyer is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he held various positions including academic roles at Southern Illinois University Edwardsville and employment at Kelly Services, Aldi, and Walmart. 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 and investment solutions, managing 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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Michael M

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Melton is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 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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William F

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

William Friebel Jr. is a CFP® professional with 28 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at John Hancock, Invesco Distributors, and OppenheimerFunds. He is a partner in Cornerstone Wealth Management, an independent registered investment advisor firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Barry J

CFP®, ChFC®, Series 63, Series 66

St. Louis, MO

Edward Jones

Barry Jacobs is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Edward Jones since 1999. 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 operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Michael King is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Total Quality Logistics and Vector Marketing Corporation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and supports event-driven planning services such as divorce planning and estate settlement.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Shannon M

Series 63, Series 65

St. Louis, MO

Edward Jones

Shannon Moses is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Oppenheimer & Co Inc and TD Ameritrade. She also serves on the Young Professional Advisory Board for Junior Achievement of Greater St. Louis, where she helps organize events and fundraises. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with 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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Laura R

Series 66

St. Louis, MO

Edward Jones

Laura Russell is a financial advisor at Edward Jones in Saint Peters, MO, holding a Series 66 designation with 16 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

Keith Hanouw is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Hanouw serves as a board member for the Fellowship of Christian Athletes in the St. Louis region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Diane R

Series 63

Chesterfield, MO

Morgan Stanley

Diane Rademacher is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 63 designation and 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes.

General estate planning guidance
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Sarah N

Series 66

St. Louis, MO

Edward Jones

Sarah Norman is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 13 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

Chesterfield, MO

Wells Fargo Clearing

Cory Wilson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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