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Sloane E
Series 66
Belleville, IL
Edward Jones
Sloane Egan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, Egan worked at St. Clair Country Club and has been involved in various educational roles, including positions at Saint Louis University, Nerinx Hall High School, and Queen of Peace. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Samantha K
Series 66, Series 63
Bellville, IL
Thrivent Investment Management
Samantha Koester is a financial advisor with Thrivent Investment Management in Bellville, IL. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to her current role, her work history includes positions at Thrivent Financial and Busch Stadium. Outside of her advisory work, she is involved in several other activities such as auction assistance, pet sitting and dog walking, as well as grocery shopping and delivery services. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Richard H
CFP®, Series 66
St. Louis, MO
Edward Jones
Richard Hearn III is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2016 with a brief period at Stifel Nicolaus & Co Inc. In addition to his advisory role, he has engaged in Twitch streaming related to video games, though this activity has been largely discontinued. 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 nationwide network of over 23,000 financial advisors and a broad suite of affiliated capabilities.
Emily B
Series 63, Series 66
St. Louis, MO
Edward Jones
Emily Bersett is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various 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.
Jacob R
Series 63, Series 66
Saint Louis, MO
Thrivent Investment Management
Jacob Renfrow is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held roles with the University of Missouri-St. Louis and UMSL Athletic Department. Renfrow serves as a board member of the Affton-Lemay Chamber of Commerce, where he participates in community events and committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services designed to address a wide range of client needs.
Brittany T
Series 63, Series 65
Webster Groves, MO
LPL Financial
Brittany Thompson is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commerce Brokerage Services prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.
Kelly M
Series 63, Series 66
O Fallon, IL
Wells Fargo Clearing
Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach 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.
David H
Series 66
St. Louis, MO
Edward Jones
David Horan is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward D. Jones & Co., L.P. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Felicia N
Series 63, Series 66
St. Louis, MO
Edward Jones
Felicia Nash is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she also works as a retail sales associate at TJX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
Matthew B
Series 66
St. Louis, MO
Edward Jones
Matthew Bushmann is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 15 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lindsey H
Series 66
St. Louis, MO
Edward Jones
Lindsey Hoffmeister is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2014. 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 with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branches.
Nathan W
Series 66
St. Louis, MO
Edward Jones
Nathan Windeknecht is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He 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 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 and operates a large nationwide network of advisors and branch offices.
Alyson T
Series 66
St. Louis, MO
Edward Jones
Alyson Taggart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 19 years of industry experience. She previously worked at MML Investors Services Inc. and Mass Mutual from 2009 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated services supported by a large network of financial advisors and branch offices nationwide.
Meghan W
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Meghan Wildt is a CFP® professional with 11 years of industry experience. She has worked at Edward Jones since 2016, initially with Edward Jones Trust Company and then as a financial advisor since 2019. The firm, Edward Jones, is a full-service wealth management institution serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Thomas M
Series 63, Series 65
O'Fallon, IL
STIFEL
Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.
Steven H
Series 66
St. Louis, MO
Edward Jones
Steven Harris Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Elijah M
CFP®, Series 66
St. Louis, MO
Cetera
Elijah Macias is a CFP® with three years of experience in the financial services industry. He is currently affiliated with Cetera and MSMF Wealth Management. His prior work includes roles at USAA and GM Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.
Brian B
CFP®, ChFC®, Series 66
St. Louis, MO
Edward Jones
Brian Buchmeier is a CFP®, ChFC®, and Series 66-registered financial advisor with 23 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2026. His prior experience includes roles at Tiaa and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Mitchell M
CFP®, CFA®, Series 63, Series 65
St. Louis, MO
Edward Jones
Mitchell Mikula is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in St. Louis, Missouri, with 20 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, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.
Spencer B
Series 66
Swansea, IL
LPL Financial
Spencer Beckmann is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. He has previously worked at FCB Banks for over a decade and spent 20 years at both REA Electric and ProBuild Inc. Outside of his advisory role, he is involved with 9 Little Acres Cattle Co. LLC, a farming enterprise. 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 model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.
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