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Jennifer K

Series 66

St Peters, MO

Edward Jones

Jennifer Kollias is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as Vice President of Fundraising for the Timberland High School Band Booster in Wentzville, MO. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Founder/Business Owner LGBTQIA
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Natalie S

Series 66

St Charles, MO

Edward Jones

Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Brian P

Series 63, Series 65

St. Peters, MO

LPL Financial

Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Simmons Bank since 2020 and previously at PNC Investments from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a nationwide network of investment adviser representatives.

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

Series 66, Series 65

Lake St. Louis, MO

Cetera

Bruce Jones is a financial advisor with Cetera and holds Series 66 and Series 65 licenses. He has 22 years of industry experience, including roles at Avantax Insurance Agency LLC and Jones Wealth Management. In addition to his advisory work, Jones is a CPA and member of Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of 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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Ashli E

Series 63, Series 65

Wright City, MO

LPL Financial

Ashli Estes is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Ryan L

Series 66

Lake St Louis, MO

Edward Jones

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Wentzville, MO

LPL Financial

Kevin Daniels is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at various firms such as United Planners' Financial Services of America and SECURITIES AMERICA, Inc. Outside of financial advising, he serves as chairman of the board of a nonprofit organization, Reclaim Christian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Thomas W

Series 63, Series 66

Ofallon, MO

Edward Jones

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Michael M

Series 63, Series 65

O'Fallon, MO

OSAIC

Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 22 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party money managers to create portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Vincent T

Series 66

St Peters, MO

Edward Jones

Vincent Taormina is a financial advisor at Edward Jones in St. Peters, Missouri, holding a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark R

Series 63, Series 65

Saint Charles, MO

Primerica Advisors

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Natalie B

Series 66

O Fallon, MO

Edward Jones

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, MO. 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brittany P

Series 66

Lake Saint Louis, MO

Edward Jones

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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Michael W

Series 66

Lake St Louis, MO

Edward Jones

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Bryan F

Series 63, Series 65

St. Peters, MO

Cetera

Bryan Freisinger is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with various Cetera entities since 2016 and was previously with First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent 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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Anushri F

CFP®, Series 66

Saint Peters, MO

Edward Jones

Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. Edward Jones is a full-service wealth management firm serving over 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.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Jeffrey P

CFP®, ChFC®, Series 66

St Charles, MO

Edward Jones

Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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

Series 63, Series 66

Lake St Louis, MO

Edward Jones

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and 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, 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 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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Kathryn L

CFP®, Series 63, Series 66

Troy, MO

Edward Jones

Kathryn Lamar is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 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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Amanda S

Series 63, Series 65

Lake St. Louis, MO

LPL Financial

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. Smith also supports Vantage Credit Union in the administration of IRA and deferred compensation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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