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Irving A

Series 66

St. Louis, MO

Edward Jones

Irving Abram is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large 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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William S

Series 63, Series 66

St. Louis, MO

Edward Jones

William Schryver is a financial advisor at Edward Jones in Saint Louis, MO, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge on the St. Louis County Board of Election Commissioners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

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

Series 66

St. Louis, MO

Edward Jones

Joergen Andreas Gjestvang is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at KPMG AS and Saint Louis University, including the Chaifetz School of Business. 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, including discretionary and non-discretionary wrap fee 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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Michelle I

Series 63, Series 66

Saint Albans, MO

LPL Financial

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. She worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of her advisory role, she is president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients 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, with discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Michael W

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Wyatt II is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 1999 and holds Series 66 and Series 63 licenses. 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 advisory programs, including discretionary and non-discretionary wrap fee 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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Christopher B

CFP®, Series 66

Chesterfield, MO

Edward Jones

Christopher Bochtler is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2015. Outside of his advisory role, he manages a rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Jenaro C

Series 63, Series 66

Frontenac, MO

Wells Fargo Clearing

Jenaro Centeno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors. Outside of his advisory role, Centeno teaches Brazilian Jiu Jitsu at North Broadway Jiu Jitsu. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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James C

CFP®, ChFC®, Series 63

Saint Louis, MO

Edward Jones

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee 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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Robert M

Series 66

Frontenac, MO

Wells Fargo Clearing

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. 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 offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Christian P

Series 66

Chesterfield, MO

Fidelity

Christian Potthoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Digital Intelligence Systems LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Matthew L

Series 66

St. Louis, MO

Edward Jones

Matthew Lindley is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, following a prior role at Scottrade from 2014 to 2016. Outside of his advisory work, Lindley is a volunteer yoga instructor and pursues freelance projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory services and investment 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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David M

Series 63, Series 66

St Louis, MO

Raymond James & Associates

David Mesker Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in several property management and community maintenance activities, including serving as administrator for the Portage Road Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Emma B

Series 66

Maryland Heights, MO

Edward Jones

Emma Benesek is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at the University of Arkansas – Fayetteville from 2020 to 2023 and was employed at Freddy's Frozen Custard & Steakburgers from 2017 to 2021. Edward Jones is a full-service wealth management firm that serves 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 across the United States.

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

Series 66

Wentzville, MO

Edward Jones

Kristine Kamman is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 license and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Lauren Barron is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves 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. Edward Jones manages approximately $1.01 trillion in assets and operates 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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Ryan A

CFP®, Series 63, Series 65

Saint Charles, MO

LPL Financial

Ryan Alsup is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Saint Charles, MO. He previously worked for Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. Alsup is also involved with First State Bank. 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 broad range of financial planning and advisory programs, with access to model portfolios, research, and various investment management and consulting services.

College savings (529s, UTMA, etc.)
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Charlie S

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Charlie Sottoriva is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He has worked with Mass Mutual and Metlife Securities in various capacities since 2014. In addition to his advisory role, he provides consulting services related to voluntary employee benefits through a third-party firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars with a structured, collaborative approach to financial goal analysis.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Anita D

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Anita Dearing is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1991. 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 strategies, managing approximately $1.01 trillion in assets, supported by a 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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Heather A

Series 66

Creve Coeur, MO

Edward Jones

Heather Aehle is a financial advisor at Edward Jones in Creve Coeur, MO, holding a Series 66 designation with 10 years of industry experience. She 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 investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Inheritance planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
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George A

Series 66

St. Louis, MO

Edward Jones

George Agai is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Goldman Sachs and has held roles outside finance, including as Head Coach of a junior varsity soccer team and as visiting faculty at Principia College, where he teaches a course on discovering business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

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