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Andrew M

Series 63

St. Louis, MO

Edward Jones

Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. 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 through a large national network of advisors and branch offices.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He has been with Edward Jones since 1998. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Ben H

Series 63, Series 66

St Louis, MO

Charles Schwab

Ben Heilman is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at TD Ameritrade and an 18-year tenure at Regions Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, providing multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Brian R

Series 63, Series 65

Chesterfield, MO

Mass Mutual Investors Services

Brian Roberts is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005. Outside of his advisory role, he is involved as a limited partner in a horse racing investment entity and serves as a board member for both Incarnate Word Academy and the Fellowship of Christian Athletes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

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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Jake W

CFP®, Series 65, Series 63

St. Louis, MO

Edward Jones

Jake Weinstein is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Wells Fargo Clearing Services LLC and SCOTTRADE, Inc. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Megan D

Series 66

Maryland Heights, MO

Edward Jones

Megan Deutsch is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. 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 wide range of advisory programs and maintains a large national 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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Caleb C

Series 66, Series 63

Chesterfield, MO

Fidelity

Caleb Clayton is a financial advisor at Fidelity Investments with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity since 2023, following roles at Rocky Mountain Reserve and Utah Valley University. His background also includes positions in other industries such as healthcare and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction. The firm manages a variety of fund structures and model portfolios while maintaining oversight and governance practices that support its advisory functions.

Charitable giving & philanthropy Active portfolio management
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Christine R

Series 66

St. Louis, MO

Edward Jones

Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, offering a range of advisory programs and investment solutions 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 B

Series 63, Series 66

St. Louis, MO

Fidelity

Andrew Babin is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads advisors and their teams to understand each client's unique financial goals and collaborates with them to build and implement personalized financial plans utilizing Fidelity's resources. Andrew's professional experience includes various roles at Fidelity Investments since 2021, such as Financial Consultant, Investment Consultant, and Planning Consultant. Prior to that, he held positions at Citigroup Global Markets and TD Ameritrade, covering wealth servicing, wealth relationship management, new client development, and investor services. He holds an Arkansas Insurance License.

Wealth management
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Jasmin S

Series 66

St. Louis, MO

Edward Jones

Jasmin Skopljak is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Jasmin worked at Bethesda Health Group and Unidine. Outside of finance, Jasmin has experience working as a grocery associate at Dierbergs, where responsibilities included stocking shelves and unloading trucks. 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, supported by a large nationwide network of advisors and offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Nathan Foust is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles at Procore, Apps Associates, Cleardata, and Oracle. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. 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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Michael A R

Series 63, Series 65

Chesterfield, MO

UBS Financial Services

Michael A. Roy is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is involved in the distribution of trust assets for the E.C. and N.C. Rev Living Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Milap M

Series 66

St. Louis, MO

Edward Jones

Milap Mehta is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Lifeline Vascular Care and Alight Solutions. 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, 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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Mary D

Series 66

St. Louis, MO

Edward Jones

Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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 wrap fee 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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Michael D

Series 66

Eureka, MO

OSAIC

Michael Dorigan is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked at Diversified Financial Advisory Group and FSC Securities Corp. Dorigan also operates his own investment advisory and insurance businesses, providing financial planning and insurance product services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, and offers a range of advisory and brokerage services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk assessments, and multiple investment platforms to create portfolios tailored to client preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Zachary B

Series 66

St. Louis, MO

Edward Jones

Zachary Beiermann is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, having six years of industry experience. His work history includes roles at Edward Jones since 2018, as well as positions at Indiana University and Diversified Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and is noted for its extensive retail advisor and branch footprint and affiliated financial services beyond traditional advisory offerings.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Leonard Pritchett II is a CFP®-designated financial advisor with over 30 years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 1995. 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 range of 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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Andrew H

CFP®, Series 63, Series 66

St. Louis, MO

OSAIC

Andrew Hackmann is a CFP®-certified financial advisor with 13 years of industry experience. He has been with OSAIC since 2014 and also operates as an independently contracted insurance agent, marketing Medicare supplement insurance policies. Hackmann serves as a member of the Board of Elders at Immanuel Lutheran Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rodney K

Series 66

Maryland Heights, MO

Edward Jones

Rodney Kinzinger is a financial advisor at Edward Jones with nine years of experience in the industry. He holds a Series 66 designation and previously worked at Deloitte for 30 years. He serves as the Finance Committee Chair for Logos School in St. Louis, MO, demonstrating involvement in the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and fiduciary services 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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Patrick R

CFA®, Series 66

St. Louis, MO

Edward Jones

Patrick Riordan is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Based in St. Louis, MO, he works at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates 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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