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David M
ChFC®, Series 66
O'Fallon, MO
Edward Jones
David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.
Victor M
Series 63, Series 65
Wentzville, MO
LPL Financial
Victor Mccool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Ameriprise Advisor Services and Natcity Investments prior to his current tenure at LPL Financial, which began in 2005. He also operates a separate business under the name McCool Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Justin K
Series 66
O'Fallon, MO
Cetera
Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank, where he has been employed since 2016. 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, utilizing multiple program structures and a multi-manager platform that includes affiliated and third-party managers.
Mark F
Series 63, Series 66
O Fallon, MO
Edward Jones
Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. 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 supported by a nationwide network of approximately 23,701 financial advisors.
Ashlin T
Series 66
O Fallon, MO
Edward Jones
Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.
James M
Series 63, Series 65
O'Fallon, MO
Cambridge Investment Research Advisors
James Mound is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has held positions at Cetera Advisors LLC and IFG Advisory Services Inc. prior to his current role, which he began in 2008. In addition to his advisory work, he owns a financial resources business and is involved in independent insurance services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.
Shawn S
Series 66
Dardenne Prairie, MO
Wells Fargo Advisors
Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.
Zachary D
Series 66
Wentzville, MO
LPL Financial
Zachary Daniels is a financial advisor with LPL Financial in Wentzville, Missouri, holding a Series 66 designation and 11 years of industry experience. He previously worked at United Planners' Financial Services of America and Investacorp Advisory Services. Outside of advisory work, he owns a business selling 3D prints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using various investment strategies.
Daniel M
Series 66
O'Fallon, MO
LPL Financial
Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2023, he spent 12 years at Commerce Brokerage Services, Inc. He also has an investment-related business activity under the name Commerce Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Juvie Ann J
Series 63, Series 66
Dardenne Prairie, MO
Fidelity
Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.
Matthew R
Series 66
Wentzville, MO
Edward Jones
Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.
Daniel L
Series 66
Wentzville, MO
Edward Jones
Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
Matthew H
CFP®, Series 63
Lake St Louis, MO
Edward Jones
Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.
Alexander M
Series 66
Troy, MO
Edward Jones
Alexander Mair is a financial advisor at Edward Jones in Troy, Missouri, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 large nationwide network of financial advisors and branch offices.
Adam C
Series 63, Series 66
Wentzville, MO
Charles Schwab
Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.
John D
Series 66
Wentzville, MO
LPL Financial
John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.
Robert G
Series 66
Wentzville, MO
Edward Jones
Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.
Amy R
Series 63, Series 66
Wentzville, MO
LPL Financial
Amy Riley is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Raymond James Financial Services, and Strategic Advisors LLC. She is involved with a booster club supporting the dance program at Francis Howell High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services through a large network of investment adviser representatives.
Brienne M
Series 66
Wentzville, MO
LPL Financial
Brienne Moyer is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and has also worked with Vantage Credit Union since that time, following two years at Freedom First Federal Credit Union. Moyer assists with investment services and administration for credit union members as part of her role. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.
Adam R
Series 66
Wentzville, MO
Edward Jones
Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.
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