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Philip M

Series 66

St. Louis, MO

Edward Jones

Philip Mayo is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Kim is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in education with roles at Sauk Prairie School District, Ivy Collegiate Academy, and the University of Wisconsin-Madison. 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 and investment strategies supported by a large 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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Jared W

Series 63, Series 66

St. Louis, MO

Edward Jones

Jared Weber is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Stifel, Charles Schwab/TD Ameritrade, and Northwestern Mutual Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a 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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Amy S

Series 63, Series 65

Sunset Hills, MO

OSAIC

Amy Sherrer is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses firm-provided tools and third-party platforms to construct diversified portfolios that can include various asset types and management options.

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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Michael S

CFP®, Series 66, Series 63

Fairview Height, IL

Edelman Financial Engines

Michael Streeto is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary services across a wide range of account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Kenneth S

Series 63, Series 65

St. Louis, MO

Edward Jones

Kenneth Schmitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Edward Jones in 2021. 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 with a large network of advisors and branch offices and offers a range of advisory strategies under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kathleen Rosche is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones 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, access to 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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Katherine O

Series 66

St. Louis, MO

Edward Jones

Katherine O'Connor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services 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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Joseph Q

Series 63, Series 65

Waterloo, IL

Thrivent Investment Management

Joseph Quevreaux IV is a financial advisor with Thrivent Investment Management holding Series 63 and Series 65 credentials. He has been associated with Thrivent and its affiliates since 2024. Prior to this, he was involved with LiUNA Event Center and Pure Sound Advice, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and planning without discretionary trading authority.

Business ownership considerations
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Molly K

Series 66

Swansea, IL

LPL Enterprise

Molly Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she has experience working in healthcare at Mass General Brigham since 2022, and previously held roles in education at Wheaton College and Quincy Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kathryn F

Series 66

St. Louis, MO

Edward Jones

Kathryn Fagan is a financial advisor at Edward Jones based in St. Louis, MO, with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national advisor and branch network.

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

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Christian Braig is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm that serves more than 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 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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Matthew L

Series 66

St Louis, MO

Edward Jones

Matthew Lorio is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and six years of industry experience. He worked at Citibank for ten years before joining Edward Jones in 2019. 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 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside 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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Joseph E

Series 63, Series 65

St. Louis, MO

Edward Jones

Joseph Eckelkamp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through 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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Nyna F

Series 66

St. Louis, MO

Edward Jones

Nyna Flowers is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2010 and also operates Glam Haven by Nyna Flowers, a business she has run since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Brittany Q

CFA®, Series 66

St. Louis, MO

Edward Jones

Brittany Quatrochi is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2011, working from their St. Louis, MO office. 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, access to 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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James H

Series 63, Series 65

St. Louis, MO

Edward Jones

James Hodges is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large nationwide advisor and branch network.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Julie Renfert is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 66 credentials. She has 15 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Angela Huster is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

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

Series 66

Fenton, MO

Edward Jones

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, 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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