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Logan C
Series 66
St. Louis, MO
Edward Jones
Logan Chartrand is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, Chartrand owns and operates WhizBang Media, LLC, a media production company focusing on podcast and audio content, and coaches high school football for the Francis Howell Central Spartans. 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 nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.
Bridget W
Series 63, Series 66
St. Louis, MO
Edward Jones
Bridget Wilson is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2008. 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 a nationwide network of about 23,701 financial advisors and 15,121 branch offices.
Michael P
Series 66, Series 63
St. Louis, MO
Edward Jones
Michael Percich is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes positions at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. 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.
Jeremiah D
Series 63, Series 66
Saint Louis, MO
LPL Financial
Jeremiah Dellas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Stl Wealth LP, Waddell & Reed, Inc., and involvement with Aloha Ventures LLC. He served on the Lindenwood School of Business Board and Lindenwood University, and was involved with the Endangered Wolf Center and Kids Rock Cancer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.
Timothy B
Series 66
St. Louis, MO
Edward Jones
Timothy Boettcher is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christine M
Series 66
St. Louis, MO
Edward Jones
Christine Martin is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 17 years of industry experience. Martin has been with Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Virginia Y
Series 66
St. Louis, MO
Edward Jones
Virginia Young is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has seven years of industry experience. She previously worked at Compass Health Network for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.
Brice H
Series 66
Chesterfield, MO
UBS Financial Services
Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.
Margaret M
Series 66
St. Louis, MO
Edward Jones
Margaret Moore is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Mason B
Series 63, Series 66
Chesterfield, MO
LPL Financial
Mason Brunsmann is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Citigroup and TD Ameritrade. Outside of his advisory role, he has been involved with Xist Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Steven G
Series 63, Series 66
St. Louis, MO
Edward Jones
Steven Goodyear is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones and its predecessor, Edward D. Jones & Co., L.P., since 1997. 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 approximately 23,701 advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Scott W
Series 63, Series 66
St. Louis, MO
Edward Jones
Scott Weindel is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Andriana S
Series 66
Maryland Heights, MO
Edward Jones
Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Dominick F
Series 63, Series 66
St. Louis, MO
Edward Jones
Dominick Ferranto III is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2000 and has prior experience at Princor Financial Services Corporation and Principal Life Insurance Company dating back to 1998, as well as Phoenix Home Life since 1997. Outside of financial services, he owns and operates a personal farmland used for hunting and camping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a broad range of advisory programs and investment solutions through a large national network of financial advisors.
Jenna G
Series 66
Chesterfield, MO
Wells Fargo Clearing
Jenna Gornicz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2010 to 2016 before continuing her career at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.
James C
Series 63, Series 66
Saint Louis, MO
Raymond James Financial
James Cribbs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously owned Cribbs Financial Services. Based in Saint Louis, MO, he has been affiliated with Raymond James since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using advanced analytical tools and supports advisory programs with specialized municipal and public-finance capabilities.
John B
CFP®, Series 63, Series 66
St Louis, MO
Charles Schwab
John Benoist III is a CFP®-credentialed financial advisor at Charles Schwab with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Inc. from 2019 to 2022 and has experience in various roles outside the financial industry. He is also the owner of Bazaar Benoist Trading Cards & Games LLC, a retail business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.
Robert S
Series 66
St. Louis, MO
Edward Jones
Robert Spinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2006. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.
Lauren A
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Lauren Angelo is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jenna P
Series 66
Maryland Heights, MO
Edward Jones
Jenna Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked at SAS Dance Supply, Barnes & Noble College, Lindenwood University, Washington Community High School, and Central Intermediate School. 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 and advisory services, supported by a large national network of financial advisors and branch offices.
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