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Edward D

Series 66

St. Louis, MO

Edward Jones

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with Edward Jones. 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 through a nationwide network of 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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Sui K

Series 66

St. Louis, MO

Edward Jones

Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 under a fiduciary standard, 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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Jessica L

Series 66

St. Louis, MO

Edward Jones

Jessica Luebke is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Douglas Coombs is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James Associates since 2009. Outside of his advisory role, he serves on the Kirkwood Citizens Finance Committee. 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, investment consulting, and municipal advisory services supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason D

Series 66

St. Louis, MO

Wells Fargo Clearing

Jason Digirolamo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a soccer official for the Metro Illinois league. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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Bradley T

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Bradley Tinnin is a CFP® with 26 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Prudent Investor Services, Inc. and OSAIC for 20 years. In addition to his advisory work, he is a licensed insurance agent and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and financial planning services, utilizing various model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Teri M

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Teri Metter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Cody K

CFP®, Series 66

St. Louis, MO

Edward Jones

Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. 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 broad range of investment strategies and advisory services through a nationwide network of more than 23,700 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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Marcy O

Series 66

St. Louis, MO

STIFEL

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Ryan M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Heather B

Series 66

St. Louis, MO

Edward Jones

Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. 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.

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

Series 66

St. Louis, MO

Edward Jones

Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. 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 broad 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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Richard J

Series 63, Series 65

Frontenac, MO

STIFEL

Richard Joyce is a financial advisor at Stifel with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the boards of the World Pediatric Project and Oak Hill Academy, contributing to their governance. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking analyses to support client decision-making.

General retirement planning Income planning
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Samantha C

Series 66

St. Louis, MO

Edward Jones

Samantha Chartrand is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2011. 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 and investment solutions through 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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Jaime S

Series 66

St. Louis, MO

Edward Jones

Jaime Signorino is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, Jaime worked for Banana Republic for twelve years. Outside of advising, Jaime manages rental properties in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory services, 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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Matthew H

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade before joining Edward Jones in 2022. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Leslie J

Series 66

St. Louis, MO

Wells Fargo Clearing

Leslie Jones is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2015. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Andrew C

Series 66

Saint Louis, MO

Cetera

Andrew Copeland is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial and Clifton Larson Allen. Outside of finance, he has worked with organizations such as the Affton Athletic Association and Holy Cross Academy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason H

CFP®, Series 66

St Louis, MO

Edward Jones

Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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Shawn D

Series 66

St. Louis, MO

Wells Fargo Advisors

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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