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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.
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.
Karen M
Series 66
St. Louis, MO
Edward Jones
Karen Membreno is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has a background that includes an MBA from Brigham Young University and prior work at Workday, Inc. 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 strategies, emphasizing a large retail advisor network and affiliated investment capabilities.
Sara P
Series 66
St. Louis, MO
Edward Jones
Sara Pelikan is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Her prior experience includes roles at Regions Bank, AAM Advisory PTE LTD, and Cutter & Company, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.
Sharon S
Series 66
St. Louis, MO
Edward Jones
Sharon Saunders is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. She has 26 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options under a fiduciary standard.
Erin C
CFP®, Series 66
Des Peres, MO
Edward Jones
Erin Crawford is a CFP®-designated financial advisor with Edward Jones, based in Des Peres, MO, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked with Alex Wulff/St Louis University Writing Services for one year. 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 supported by a large nationwide network of advisors and branch offices.
James K
CFP®, Series 66
Kirkwood, MO
Edward Jones
James Klocke is a CFP® professional with 15 years of experience in the financial industry, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Kirkwood, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.
Sasha M
Series 66
St. Louis, MO
Edward Jones
Sasha Moreno is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Moreno worked for sixteen years at United Health Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Anne W
Series 66
St. Louis, MO
Edward Jones
Anne Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm operates a large nationwide network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and a range of overlay and tax-efficient services under a fiduciary standard.
Jennifer L
Series 63, Series 66
St. Louis, MO
Edward Jones
Jennifer Latham Ehlen is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following five years at Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving 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.
Ryan M
Series 66
Belleville, IL
LPL Financial
Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. He previously worked at SII Investments, Inc. for seven years before joining LPL Financial in 2018. Outside of his advisory role, Miller provides administrative support for a metal recycling 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
Aaron L
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Aaron Ladner is a Certified Financial Planner (CFP®) at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. 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 is known for its extensive advisor network, comprehensive advisory programs, and affiliated investment capabilities.
Alexis P
Series 66
St. Louis, MO
Edward Jones
Alexis Pruitt Payne is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she also works as an Uber driver in Saint 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 under a fiduciary standard.
Eric R
Series 66
St. Louis, MO
OSAIC
Eric Rechtin is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at SAGEPOINT FINANCIAL, Next Financial Group, Inc., and Waddell & Reed. He serves on the board of Joining for Jacob, Inc., a nonprofit focused on funding scientific research and education related to myotubular myopathy. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies.
Kevin B
Series 66
St. Louis, MO
Edward Jones
Kevin Buie Sr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. He serves as a trustee and Governance Committee Vice Chair for Diversity, Equity, and Inclusion on the board of New City School in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.
Kenneth C
ChFC®, Series 63, Series 65
Waterloo, IL
OSAIC
Kenneth Carrico is a financial advisor with OSAIC and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at SagePoint Financial, Inc., Investment Advisors Corp, OSAIC Services, Inc., and American General Securities Incorporated. Outside of his advisory work, he volunteers on his local parish's finance council. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.
Lynette L
Series 66
St Louis, MO
Edward Jones
Lynette Lodholz is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.
Angela M
Series 63, Series 66
St. Louis, MO
Edward Jones
Angela Mandrell is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Susan B
Series 66
St. Louis, MO
Edward Jones
Susan Bachmann is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Ryan M
CFP®, Series 63
St Louis, MO
Edward Jones
Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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.
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