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Robyn L
Series 63, Series 66
St. Peters, MO
Raymond James Financial
Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.
Ashley W
Series 66
St. Louis, MO
Edward Jones
Ashley Wallace is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million 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 operates through a national network of more than 23,700 financial advisors and 15,000 branch offices.
Kraig R
CFP®, Series 66
St. Louis, MO
Cetera
Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
William W
CFP®, Series 63
St Louis, MO
Edward Jones
William Welborn is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2014. 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 programs and investment solutions supported by a large national network of financial advisors and branch offices.
Arica H
Series 66
Maryland Heights, MO
Edward Jones
Arica Harris is a financial advisor at Edward Jones with 12 years of industry experience. She 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.
Yen S
CFP®, Series 66
St. Louis, MO
Edward Jones
Yen Schicke is a CFP® and holds a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2015, based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Eaton G
Series 66
St. Louis, MO
Edward Jones
Eaton Gowan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Oberweis Dairy and Lowe’s, and has experience associated with Bradley University and local community organizations including Webster Groves Ice Arena and Webster Groves High School. 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 nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.
Thomas B
Series 66
Chesterfield, MO
Mass Mutual Investors Services
Thomas Bindbeutel III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc. and roles in education at Truman State University and Liberty High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements without discretionary authority.
Richard S
Series 63, Series 65
Saint Louis, MO
Thrivent Investment Management
Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.
Thomas D
Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
Thomas Duchild is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. His prior roles include positions at Robert Half, Stifel Nicolaus & Co, and Commerce Bancshares Inc. 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.
Ivana B
Series 66
St Louis, MO
Raymond James & Associates
Ivana Blagojevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and BMO Harris Financial Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services through various portfolio management styles and affiliated research resources.
Angela L
CFP®, CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Angela Link is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and CFA® designations and possessing 12 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Edward Jones Trust Company from 2011 to 2016. Outside of her advisory role, she is involved in managing commercial property through AMF Clayton LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.
Lisa L
Series 63, Series 65
Weldon Spring, MO
OSAIC
Lisa Leonard is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior work includes roles at Securities America, Inc., Voya Financial Advisors, and managing her own firm, Lisa A. Leonard LLC. Outside of her advisory work, she volunteers with several organizations including the Powell Gardens Education Committee and the Junior League of Kansas City, and she participates in antique merchandising. Osaic Wealth serves a diverse client base, including individual and institutional investors, providing brokerage and investment advisory services, financial planning, and access to a range of investment platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory and managed-account solutions.
Kimberly K
Series 66
Chesterfield, MO
Ameriprise
Kimberly Keegan is a Series 66-licensed financial advisor with Ameriprise, based in Ballwin, MO, and has 20 years of industry experience. She has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Parkway West Softball Boosters, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.
Douglas H
Series 63, Series 65
St Louis, MO
LPL Financial
Douglas Hardin is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gemini Wealth Group, Waddell & Reed, and US Bancorp Investments. Based in St. Louis, MO, his background includes both advisory and insurance-related roles. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
John A
Series 63, Series 65
Saint Louis, MO
Ameriprise
John Adams is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in office management, client service, and business planning at RDN, LLC. Ameriprise offers retirement-income planning services aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients approaching or in retirement.
Sara C
Series 66
Winchester, MO
Ameriprise
Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Ashley M
Series 66
Chesterfield, MO
Morgan Stanley
Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.
Janot B
Series 66
St. Louis, MO
Edward Jones
Janot Bezerra Netto is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Raintree Wealth Management, ATB Financial, and TD Canada Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Stephen D
Series 66
St Louis, MO
Edward Jones
Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.
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