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Garricka R

Series 66

St. Louis, MO

Edward Jones

Garricka Roberts is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Garricka worked at Wells Fargo Clearing Services LLC for seven years and also has experience with Fieldworks LLC and Associate Staffing. Garricka has held positions outside the financial industry, including roles at Sophia M. Sachs Butterfly House. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports 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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Kevin G

Series 66

St. Louis, MO

Cetera

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

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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Elaine G

Series 66

Wildwood, MO

Edward Jones

Elaine Gwin is a financial advisor at Edward Jones with nine years at the firm and a total of four years of industry experience. She holds the Series 66 designation and previously worked at Creatives on Call for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Doctor or Medical Professional
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Andrew B

Series 66

St. Louis, MO

Edward Jones

Andrew Boyd is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Vanguard and time spent at Columbia University, as well as five years of service in the US Army. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Business ownership considerations Business succession planning Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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Donald T

Series 63, Series 65

St Louis, MO

Cetera

Donald Tinnin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2013. Tinnin serves as chairman of the Finance Committee for Memorial United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party managers across various program structures.

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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Melinda S

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its predecessor entities since 1998. Outside of her advisory role, she is involved in a business ownership interest unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas T

Series 63, Series 65, Series 66

Sunset Hills, MO

OSAIC

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at OSAIC since 2023 and previously spent 22 years at Fsc Securities Corporation. Tanurchis is also involved with Butler Associates Financial Planners, Inc., a firm he has been associated with for 27 years. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

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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Elaine M

Series 66

St. Louis, MO

Edward Jones

Elaine Metcalf is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in a family-owned nail salon business, where she supervises employees and handles general operations. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

St. Louis, MO

Edward Jones

Kendra Zengil is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she is the owner of Levee Farms LLC. Edward Jones is a full-service wealth management firm serving 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 and offers a range of advisory programs, investment strategies, and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Cory Ledbetter is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds a Series 66 designation 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, 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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Preston J

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Preston Jordan is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked for FTB Advisors, Inc. from 2014 to 2017. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Manchester, MO

Edward Jones

Brandon Weisenborn is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial services supported by a national network of more than 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Founder/Business Owner
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Claudia A

Series 66

St. Louis, MO

Edward Jones

Claudia Aulik is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2007, totaling 19 years at the firm. 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, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Richardson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 16 years of industry experience. She has been with Edward Jones for 21 years. Outside of her advisory work, she is the creator, editor, and publisher of A'n'SR-entertainments, an entertainment publishing business specializing in comic books, games, and fiction. 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 nationwide network of about 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Arnold, MO

Edward Jones

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Christopher G

Series 66

St. Louis, MO

Edward Jones

Christopher Gosney is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 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 and offers various advisory programs, including discretionary and non-discretionary 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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Timothy M

Series 66

Ellisville, MO

Edward Jones

Timothy Meers is a Series 66 licensed financial advisor with Edward Jones, based in Ellisville, MO, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as the General Chairman of Fair St. Louis and holds the rank of Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Jacob Vinson is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 21 years of industry experience. His career includes prior roles at Raymond James & Associates and Wells Fargo Advisors. Outside of advisory work, he owns and manages a short-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 and is recognized for its extensive retail advisor and branch network.

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

CFP®, Series 66

Sunset Hills, MO

OSAIC

Justin Koch is a CFP® certificant with five years of industry experience, currently affiliated with OSAIC. He has previous experience at Fsc and Butler Associates Financial Planners, Inc. Outside of his advisory role, he holds a registered assistant position with Shore Group Advisors LLC, supporting client service and trade execution functions. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

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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David H

Series 66, Series 63

Barnhart, MO

Edward Jones

David Huelster is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and 29 years of industry experience. He has been with Edward Jones since 1996. 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 through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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