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Andrew E

Series 66

Fenton, MO

J.P. Morgan Securities

Andrew Emmerich is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Sound Income Group, LLC. Outside of his advisory role, he operates Gracefield Enterprises LLC, which manages horse stables. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Safeer P

Series 66

St. Louis, MO

Edward Jones

Safeer Pyarali is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he worked at Signarama and Southern Illinois University Edwardsville. Outside of advising, he is involved in retail work with Walmart as an online grocery order pickup associate. 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 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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Bishesh P

Series 66

St. Louis, MO

Edward Jones

Bishesh Poudel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, his background includes roles at Fix Chesterfield LLC and the University of Missouri, UMSL Global Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, 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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Kyong He R

Series 66

St. Louis, MO

Edward Jones

Kyong He Roh is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. 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, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Andrew Waltke is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008. Outside of his advisory role, he serves as a board member and treasurer for The Little Bit Foundation in St. Louis, where he participates in financial oversight and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm is notable for its extensive advisor network, affiliated investment products, and a range of advisory strategies offered under a fiduciary standard.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Blake Deters is a CFP® and Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2014. He has 11 years of industry experience. 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 broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

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

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Paul Frauen is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Edward Jones since 2015. Based in St. Louis, MO, he is part of a large national team of advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and $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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Annie L

Series 63, Series 66

St. Louis, MO

Edward Jones

Annie Lancaster is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large 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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Stephanie R

Series 66

St. Louis, MO

Edward Jones

Stephanie Reuther is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1996, totaling 30 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive retail advisor network and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Monica Becker is a financial advisor at Edward Jones with a Series 66 designation and eight years at the firm. She has three years of industry experience, including fourteen years at Surgery Specialists of Missouri LLC. 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 strategies, operating under a fiduciary standard and supporting 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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Cristina K

Series 66

St. Louis, MO

Edward Jones

Cristina Kulczycki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at TSG, Elessent Clean Technologies, and MECS, a subsidiary of DuPont. 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, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

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

Series 66

St. Louis, MO

Edward Jones

Nathan White is a financial advisor at Edward Jones with 20 years of experience at the firm. He holds the Series 66 designation. 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 investment strategies supported by 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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Stacey K

Series 66

St. Louis, MO

Edward Jones

Stacey Knock is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves on the finance committee for a local Boy Scouts troop and participates in foster care through a family support organization. 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 23,700 financial advisors and over 15,000 branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Luis Bejarano is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, J.P. Morgan Chase Bank, Wells Fargo Bank, and positions with Grand Canyon University and Arizona State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Leonard Tocco II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2020, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. His background also includes roles at Robert Rubbelke, Columbia Country Club, and Delta Exteriors LLC. 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, supported by 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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Mary M

Series 66

St. Louis, MO

Edward Jones

Mary Mcgilligan Sahin is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She 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 offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, access to 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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Dimitar M

Series 66

Belleville, IL

Cetera

Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

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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Michael H

Series 66

O'Fallon, IL

STIFEL

Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Stephen M

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Medlin is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1989. Medlin serves as a FINRA arbitrator in Chicago, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by 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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Thomas B

CFP®, Series 63, Series 66

Saint Louis, MO

Cetera

Thomas Birsinger is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes positions at VOYA Financial Advisors and Northwestern National Life Insurance Company. Outside of advisory services, he is a certified public accountant and operates a tax and accounting firm, Birsinger and Associates CPA LLC, in addition to working as an independent insurance agent and notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for over 800,000 clients across more than 10,000 advisors.

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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