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Timothy B
Series 66, Series 63
Swansea, IL
LPL Enterprise
Timothy Burgess is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.
Anthony Z
Series 66
St. Louis, MO
Edward Jones
Anthony Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael C
Series 63, Series 65
Sunset Hills, MO
LPL Financial
Michael Chiodini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Sii Investments, MSI Financial Services, PRUCO Securities, and Prudential Equity Group. He serves as a fiduciary/trustee for the OBRA 93 Trust and has experience as a speaker. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.
Ronald S
Series 66
St. Louis, MO
Edward Jones
Ronald Sherrill is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015, with a one-year hiatus. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.
Brandon V
Series 66
Swansea, IL
Merrill
Brandon Voss is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Gray Group team. He works with select relationships to support their financial goals through a comprehensive wealth planning process. Brandon and his team serve as a resource across all aspects of clients’ financial lives, providing investment advice, guidance, and wealth planning tailored to individuals such as corporate executives, small business owners, medical and legal practitioners, and families preparing for their next stage of financial life. Brandon specializes in a wide range of advisory areas, including college education planning, retirement and income strategies, family wealth management, business transition planning, socially responsible investing, and defined contribution plan consulting. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Brandon earned his bachelor’s degree from McKendree University and maintains active involvement in professional and community organizations such as the Freeburg and Mascoutah Chambers of Commerce and the McKendree University Alumni Board. Outside of his professional commitments, Brandon enjoys biking, camping, golfing, playing piano, coaching youth baseball, and spending time with family. He contributes to community causes including the Boy Scouts of America, Children’s Hospital, the National Foundation for Syndactyly, and youth baseball programs.
Pamela S
Series 63, Series 66
St. Louis, MO
Edward Jones
Pamela Shipley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she assists her daughter with event decorating for birthdays, weddings, and anniversaries. 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 offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.
Mary S
CFP®, Series 66
Des Peres, MO
Edward Jones
Mary Sales is a Certified Financial Planner™ (CFP®) and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2008, working in their Des Peres, Missouri 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 through a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.
Aleksei K
Series 66
St. Louis, MO
Edward Jones
Aleksei Kamaloff is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2017, with a brief period operating an online craft store selling self-made items. Prior to his current role, Aleksei has experience at Lowe's Companies, Inc. and NSTAR Global 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 and investment strategies, supported by a large network of advisors and branch offices across the United States.
Andrew H
Series 66
St Louis, MO
Edward Jones
Andrew Herbst is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 supported by a large national network of advisors and branch offices.
Shannon G
CFA®, Series 63
St. Louis, MO
Edward Jones
Shannon Gielow is a CFA® charterholder with 20 years of industry experience. She has been with Edward Jones in St. Louis, MO since 2005. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Martha B
Series 66
St. Louis, MO
Edward Jones
Martha Bates is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Steve G
Series 66
St. Louis, MO
Edward Jones
Steve Glockner is a Series 66 registered advisor with Edward Jones in St. Louis, MO, and has 12 years of industry experience. He previously worked at Stifel from 2014 to 2016 and had a brief role at Creative Landscapes Ltd. in 2016 before returning to Edward Jones. 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 financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Tufan Z
Series 66, Series 63
St. Louis, MO
Edward Jones
Tufan Zengil is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.
David H
Series 63, Series 66
St. Louis, MO
Edward Jones
David Heckman is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.
Nicholas C
Series 66
Saint Louis, MO
Cetera
Nicholas Carron is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience and also serves as a member of Birsinger and Associates CPAs LLC, providing tax preparation and accounting services. Carron's career includes over two decades at Voya Financial Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager model approach.
Philip J
Series 66
St. Louis, MO
Edward Jones
Philip Juergensmeyer is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds a Series 66 designation and has 16 years of industry experience. Juergensmeyer 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, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.
Jonathan S
CFP®, Series 66
Sunset Hills, MO
OSAIC
Jonathan Shore is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OSAIC since 2021. His prior experience includes roles at Wells Fargo Clearing and Edward Jones. Outside of his advisory work, he is involved as managing director of Shore Group Advisors LLC, which focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach uses model-based asset allocation and portfolio optimization with discretionary and advisor-managed strategies.
Lauren W
Series 66
St. Louis, MO
Edward Jones
Lauren Winscher is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sherri C
Series 66
St. Louis, MO
Edward Jones
Sherri Chaput is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Brittney B
Series 66
St. Louis, MO
Edward Jones
Brittney Blocker is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2009. She has 14 years of industry experience. 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 through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.
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