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Brenton W
Series 66
Chesterfield, MO
Edward Jones
Brenton Waldbueser is a Series 66–licensed financial advisor with Edward Jones in Chesterfield, MO, with 17 years of industry experience. He has been with Edward Jones since 2008. Waldbueser is a member of The Tines Club, a 501(c)(3) organization based in Wentzville, MO. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Steven R
Series 66
St. Louis, MO
Edward Jones
Steven Rueschhoff is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Jason F
CFP®, Series 66
St. Louis, MO
Edward Jones
Jason Field is a financial advisor with Edward Jones in West Palm Beach, FL, holding the CFP® designation and Series 66 license. He has nine years of industry experience, including prior roles at Fidelity Investments, LPL Financial, Van Leeuwen & Company, and Ameriprise Financial Services. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Halina C
Series 66
Chesterfield, MO
Ameriprise
Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.
Thomas S
Series 63, Series 65
St Louis, MO
STIFEL
Thomas Schmidt is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Based in St. Louis, MO, Schmidt has a long tenure in the financial services industry. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.
Megan C
Series 66
St. Louis, MO
Edward Jones
Megan Copsey is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation. She began her career with Edward Jones in 2025 and has prior experience in healthcare and service roles, including positions at Barnes Jewish Hospital and CareRev. Outside of finance, she has been involved with CycleBar, a fitness business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm operates a large network of advisors and branches, provides both discretionary and non-discretionary strategies, and maintains affiliated capabilities beyond advisory services.
Robert P
Series 66
St. Louis, MO
Edward Jones
Robert Pauley is a financial advisor at Edward Jones with 24 years of experience at the firm. He holds the Series 66 designation and is based in Eureka, MO. 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.
Michael O
Series 63, Series 65
Chesterfield, MO
LPL Financial
Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
Daniel L
Series 66
St. Louis, MO
Edward Jones
Daniel Linroth is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He worked at State Farm Bank from 2010 to 2018 before joining Edward Jones, where he has been since 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Cynthia M
Series 66, Series 63
St. Louis, MO
Edward Jones
Cynthia Manzella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and 22 years of industry experience. She 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 through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Joe D
Series 63, Series 66
St Louis, MO
Charles Schwab
Joe Dandridge is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes prior roles at TD Ameritrade, Carillon Group, and Snow Creek. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.
Gianna P
Series 63, Series 65
St. Louis, MO
Edward Jones
Gianna Phillips is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel from 2010 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 households with varying net worth levels, pension plans, corporate clients, and charitable organizations. 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.
Kirstin M
Series 63, Series 66
Chesterfield, MO
Wells Fargo Advisors
Kirstin Mower is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides 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 special-needs planning, using proprietary research and tools.
Stephen B
Series 63, Series 66
St. Louis, MO
Edward Jones
Stephen Barbour is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barbour serves as an assistant football coach at Alton High School and is a board member of the Troy Methodist Church finance committee. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Christopher E
Series 66
St. Louis, MO
Edward Jones
Christopher Ewens is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services, Scottrade, and Wells Fargo Clearing Services. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Adam T
Series 63, Series 66
St. Louis, MO
Edward Jones
Adam Tiemann is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual and its affiliated companies prior to joining Edward Jones in 2022. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cory N
Series 63, Series 66
St. Louis, MO
Edward Jones
Cory Novak is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones for 10 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.
Jeremy C
Series 63, Series 66
Chesterfield, MO
Edward Jones
Jeremy Cowan is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Edward Jones since 2005. 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 options within a nationwide network of more than 23,000 financial advisors.
Justin W
Series 66
St. Louis, MO
Edward Jones
Justin Wise is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Wise is involved in a construction business, Wiseworks Inc., in St. Louis. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.
Jason H
Series 66
Ellisville, MO
Edward Jones
Jason Huntley is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a co-owner of Huntley Family Farms LLC, an equestrian business in Wildwood, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. 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.
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2,133 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide