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Martin N
Series 63, Series 66
Columbia, IL
Edward Jones
Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.
Gregory L
Series 66
Freeburg, IL
Edward Jones
Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Nicholas M
Series 66
St Louis, MO
Edward Jones
Nicholas Maxwell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he spent 17 years working with Fox C-6 Schools. 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 nationwide network of more than 23,000 financial advisors.
Robert S
Series 63, Series 65
Belleville, IL
Ameriprise
Robert Stone 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 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.
Kolin K
Series 66
St Louis, MO
Edward Jones
Kolin King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ABF Security Inc. and has served as a baseball coach at Saint Louis University High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
Robin H
Series 63, Series 65
Belleville, IL
Raymond James & Associates
Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.
Matthew R
Series 66
Columbia, IL
Edward Jones
Matthew Reinholz is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Buckeye International and four years at Southern Illinois University Edwardsville. He holds a Series 66 designation and is based in Columbia, IL. 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 solutions supported by a large network of financial advisors and branch offices nationwide.
Kaleb K
Series 66
St Louis, MO
Edward Jones
Kaleb King is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously attended Middle Tennessee State University. Outside of his advisory role, King serves as a baseball coach at a local high school, managing team practices, games, and budgeting for equipment and travel. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
William H
Series 66
St Louis, MO
Edward Jones
William Holt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside of finance at Two Men and a Truck and Big Thunder Marine, as well as positions at Westminster Christian Academy and the University of Missouri, Columbia. 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, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.
Scott S
Series 63, Series 65
Waterloo, IL
OSAIC
Scott Spinner is a financial advisor at OSAIC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC, he worked at Coalition Life, Northwestern Mutual, and spent several years involved with nonprofit and community organizations including Helping Strays and the Gateway Region YMCA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes.
Dimitar M
Series 66
Belleville, IL
Cetera
Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.
Kenneth C
ChFC®, Series 63, Series 65
Waterloo, IL
OSAIC
Kenneth Carrico is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with Sagepoint Financial, Inc. since 2011. Outside of advising, Carrico serves on the finance council of his local parish, assisting with financial review. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.
Jonathan G
Series 66
Saint Louis, MO
Thrivent Investment Management
Jonathan Graf is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Graf has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside his advisory role, he serves on the boards of the Lutheran Development Group and Urban Golf of Greater St. Louis and owns Lonely Chapel LLC, a consultancy supporting musicians in production and marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a range of financial topics while keeping planning and managed-account services distinct.
Paul H
Series 63, Series 65
Saint Louis, MO
Thrivent Investment Management
Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Joshua H
Series 66, Series 63
Imperial, MO
Fidelity
Joshua Hughes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision LLC, where he manages meetings and acts as the main point of contact. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.
Jacob R
Series 63, Series 66
Saint Louis, MO
Thrivent Investment Management
Jacob Renfrow is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held roles with the University of Missouri-St. Louis and UMSL Athletic Department. Renfrow serves as a board member of the Affton-Lemay Chamber of Commerce, where he participates in community events and committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services designed to address a wide range of client needs.
Thomas S
Series 66
Saint Louis, MO
Thrivent Investment Management
Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliated firms since 2023. Outside of his advisory role, he serves as an assistant coach for the 2011 youth ice hockey team with the St. Louis AAA Blues. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option known as “WealthPlan.”
Edward H
CFP®, Series 63, Series 66
St Louis, MO
Edward Jones
Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.
Joshua H
Series 66
Festus, MO
Merrill
Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jesse M
Series 66
Imperial, MO
Edward Jones
Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
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