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Jonathan G

Series 66

Saint Louis, MO

Thrivent Investment Management

Jonathan Graf is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Graf has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside his advisory role, he serves on the boards of the Lutheran Development Group and Urban Golf of Greater St. Louis and owns Lonely Chapel LLC, a consultancy supporting musicians in production and marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a range of financial topics while keeping planning and managed-account services distinct.

Business ownership considerations
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Danielle K

Series 66

St. Louis, MO

Edward Jones

Danielle Kwiatkowski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of experience at the firm. Prior to her current role, she worked briefly in massage therapy and taught at St. Louis Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.

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

Series 66, Series 63

St Louis, MO

Edward Jones

Scott Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is a member of Grand Cedar Creek, LLC, a second home managed as a rental property in Beaver Creek, CO. 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 services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Retirement income strategy Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Tricia B

Series 66

St. Louis, MO

Cetera

Tricia Becker is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2018, including roles at MSMF Wealth Management and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party investment options.

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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August L

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

August Larson III is a CFP®-designated financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2022. Based in St. Louis, MO, Larson holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Melanie Winski 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 2007. 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.

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

Series 66

Saint Louis, MO

Merrill

Edward Inchiostro is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following prior roles at Regions Bank, Cetera Investment Services, and Edward Jones. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Paul H

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Kelly J

Series 66

St. Louis, MO

Edward Jones

Kelly Jager is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her financial advisory role, she maintains a solo criminal law defense practice handling a limited number of pro bono traffic cases for family and close friends. 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 network of more than 23,700 advisors 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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Temirlan D

Series 66

St. Louis, MO

Edward Jones

Temirlan Dauletbayev is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Johns Hopkins University, the Central Bank of Kazakhstan, KPMG, and Darmen Technology & Solutions, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety 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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Joshua H

Series 66, Series 63

Imperial, MO

Fidelity

Joshua Hughes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision LLC, where he manages meetings and acts as the main point of contact. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Charitable giving & philanthropy Active portfolio management
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Eric P

Series 65

St. Louis, MO

Edward Jones

Eric Paul is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 65 designation and has worked at Wilmington Trust Investment Advisors since 2005, as well as at M&T Bank and M&T Securities since 2003. 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, including discretionary and non-discretionary wrap fee 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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Adam N

Series 66

Webster Groves, MO

Edward Jones

Adam Novik is a financial advisor with Edward Jones in Webster Groves, MO. He holds a Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he worked in the automotive sales industry with Tailored Auto and Dean Team Hyundai. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Retirement income strategy General retirement planning Planning for children with special needs Retired Founder/Business Owner Executive Intergenerational Families
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Delise R

Series 66

St. Louis, MO

Edward Jones

Delise Rion is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through 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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Tyler S

Series 66

St. Louis, MO

Edward Jones

Tyler Sherry is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a self-employed game developer and digital artist, creating 2D and 3D art and occasionally publishing games on various platforms. 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 programs and investment solutions supported by 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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Beth P

Series 66

St. Louis, MO

Edward Jones

Beth Parker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has engaged in selling old collectibles on eBay. Edward Jones is a full-service wealth management firm serving over 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 more than 23,700 financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Odell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 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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John K

Series 63, Series 66

St. Louis, MO

Edward Jones

John Kelley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisor role, he is a minority owner of BeesNuts Honey LLC, a beekeeping business focused on honey production and bee sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Kurt B

Series 66

St. Louis, MO

Edward Jones

Kurt Blankenburg is a financial advisor at Edward Jones with 19 years at the firm and a total of 10 years of industry experience. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a 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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Logan P

CFA®, Series 63

St. Louis, MO

Edward Jones

Logan Purk is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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