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Dalila P
Series 66
St. Louis, MO
Edward Jones
Dalila Piric is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Professional Employment Group for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and integrated capabilities beyond advisory services.
Lance G
Series 66
St. Louis, MO
Edward Jones
Lance Guthrie is a Series 66 licensed financial advisor with Edward Jones in Swansea, Illinois, with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Communications Director for the O'Fallon Bombers Baseball Club and owns an online collectibles business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.
Zachary P
Series 66
St. Louis, MO
Edward Jones
Zachary Porter is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Staffing Solutions and The Porter Bay Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.
Sherry W
Series 63, Series 66
St. Louis, MO
Edward Jones
Sherry Wilson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she works part-time at a hotel in St. Charles, MO. 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.
Katherine T
CFP®, Series 66
St. Louis, MO
Edward Jones
Katherine Tierney is a CFP® with 20 years of industry experience, all spent at Edward Jones since 2006. She holds a Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides 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.
Jo Ann S
Series 66
St. Louis, MO
Edward Jones
Jo Ann Schwent is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Caleres for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Timothy N
CFP®, Series 66
St Louis, MO
Thrivent Investment Management
Timothy Nielsen is a CFP® professional with nine years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at Moneta Group Investment Advisors, Oppenheimer & Co., and Commerce Bank. Outside of his advisory work, he serves as Baseball/Softball Director for St. Clement of Rome, organizing schedules and team communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”
Tedd S
Series 65, Series 63
Sunset Hills, MO
Ameriprise
Tedd Schlereth is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice, focusing on income reliability and tax-efficient withdrawal strategies.
Vanessa V
Series 66
St. Louis, MO
Edward Jones
Vanessa Vigil is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to her career in financial advising, she worked in the restaurant industry, including positions at Chili's Restaurant and Whataburger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Jonathan S
CFP®, Series 66
Kirkwood, MO
Edward Jones
Jonathan Schwendeman is a Certified Financial Planner® (CFP®) and holds a Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.
Joel V
Series 66
St. Louis, MO
Edward Jones
Joel Vollmer is a financial advisor at Edward Jones with 16 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Kimberly H
Series 66
St. Louis, MO
Edward Jones
Kimberly Hunt is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 18 years of industry experience. She 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 wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Steven J
Series 63, Series 66
St. Louis, MO
Edward Jones
Steven Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Wells Fargo Clearing Services LLC for six years and Benjamin F Edwards & Co for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.
Ashley H
Series 66
St. Louis, MO
Edward Jones
Ashley Houston is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 17 years of industry experience. She has worked at Edward Jones continuously since 2008. Outside of advising, Houston works as a personal trainer through Dynamic Fitness Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
Brandi F
Series 63, Series 66
St. Louis, MO
Edward Jones
Brandi Fisher is a financial advisor at Edward Jones with 26 years of industry experience. She has held her current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Based in St. Louis, MO, she has spent over two decades with the firm. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Christopher H
Series 63, Series 66
St. Louis, MO
Edward Jones
Christopher Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Hughes serves as a board member for Southwest Christian Academy in Little Rock, AR. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Shaheen S
Series 66
St. Louis, MO
Edward Jones
Shaheen Shabrou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Shaheen worked at RedCard Systems for one year and has been involved with TipScouts, LLC since 2016. Outside of financial advising, Shaheen operates Sha-Boom Hobbies and Sports Memorabilia, a retail business in Fairbanks, AK. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Anson S
Series 63, Series 66
St. Louis, MO
Edward Jones
Anson Sobers is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Kenneth B
Series 66
St. Louis, MO
Edward Jones
Kenneth Brotherton is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and has concurrent involvement with St. Joseph School since 2011. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities, including a trust company and proprietary mutual funds.
Bonny M
Series 63, Series 66
St. Louis, MO
Edward Jones
Bonny Mill is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Edward Jones since 1996. 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 offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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