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Christopher H

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Hughes is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Hughes serves as a board member of Southwest Christian Academy in Little Rock, AR, participating in board meetings six times per year. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Shaheen Shabrou is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at RedCard Systems. Outside of his advisory role, he is involved in Sha-Boom Hobbies and Sports Memorabilia, a retail business specializing in collectibles. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

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

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

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

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Davies is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 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. The firm manages approximately $1.01 trillion in assets and offers a range of 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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Thomas B

Series 63, Series 66

St. Louis, MO

Edward Jones

Thomas Bolain is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC, TD Ameritrade, and Scottrade. Outside of finance, he has worked as a delivery services driver for GrubHub and DoorDash. Edward Jones is a full-service wealth management firm serving a broad client base, including individual investors, institutions, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies and affiliated investment products.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Michael Cohen is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Before his current role, he worked at TD Ameritrade and spent 15 years at the St. Louis County Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Daniel Arndt is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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.

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

Series 63, Series 66

O'Fallon, IL

Edward Jones

Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group before joining Edward Jones in 2019. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

CFP®, Series 66

Fenton, MO

Edward Jones

Timothy Weber is a CFP® with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is located in Fenton, MO. Outside of his advisory role, he is a partner in Flora and Weber Properties LLC, a commercial property investment business based in St. Louis. 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 financial advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Jenna Bartak is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at the University of Missouri-St. Louis. 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, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Edmaelle Augustin is a financial advisor at Edward Jones with a Series 66 designation. She has experience working at several firms, including Saint Louis Bank, JP Morgan Chase, Cushman and Wakefield, and Charles Schwab. Her industry experience began in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Andrew Lakers is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 19 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 provides a range of investment strategies and fiduciary services through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Kathleen Miller is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012. She is based in St. Louis, MO, and holds the Series 66 designation. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

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

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

Omar Maldonado is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Maldonado serves as a board member for The Adam Morgan Foundation, which provides technology support to individuals with disabilities, and as vice president of Rx Outreach, a nonprofit pharmacy focused on affordable medication access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without providing discretionary portfolio management or institutional advisory selection.

Business ownership considerations
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Douglas Z

Series 63, Series 66

St. Louis, MO

Edward Jones

Douglas Ziegemeier is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Edward Jones in 2025, he worked at Allied Universal Services and Farmers Insurance. He also serves as an adjunct instructor at Saint Charles Community College, where he administers the internship program and facilitates instruction. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. 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.

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

Series 66

St. Louis, MO

Edward Jones

Angelina Le is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Bridge Partners Consulting, Cushman & Wakefield, and Washington University in St. Louis. 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 operates through a large network of financial advisors and branch offices nationwide.

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

Series 66

O Fallon, IL

LPL Financial

Katherine Clark is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, she worked at Divorce Dollars and Sense and has a background that includes roles in law firms and court reporting. Clark maintains a notary role as part of her professional activities. 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 a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Joshua K

Series 66

St. Louis, MO

Edward Jones

Joshua Kean is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a musician in various musical groups in the St. Louis area. 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 across a nationwide network of more than 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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