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Joseph E

Series 63, Series 65

St. Louis, MO

Edward Jones

Joseph Eckelkamp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 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. The firm manages approximately $1.01 trillion in assets under management through 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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Nyna F

Series 66

St. Louis, MO

Edward Jones

Nyna Flowers is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2010 and also operates Glam Haven by Nyna Flowers, a business she has run since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm provides a variety 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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Brittany Q

CFA®, Series 66

St. Louis, MO

Edward Jones

Brittany Quatrochi is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2011, working from their St. Louis, MO office. 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 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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James H

Series 63, Series 65

St. Louis, MO

Edward Jones

James Hodges is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large nationwide advisor and branch network.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Julie Renfert is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 66 credentials. She has 15 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Angela Huster is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. The firm serves over four million individual and institutional clients, offering a range of wealth management 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 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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David C

Series 66

Fenton, MO

Edward Jones

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of 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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Russ C

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Russ Clever is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the Finance Committee of Assumption Catholic Church of O’Fallon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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David I

CFP®, Series 66

St. Louis, MO

Edward Jones

David Iselin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he worked at The St Louis Trust Company and NISA Investment Advisors LLC. 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 over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Matthew C

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

Matthew Claus is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, he is the owner of Claus Brothers Enterprises, LLC, which manages a family vacation cottage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning in areas such as retirement, tax, and estate planning, delivered separately from portfolio management and with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Barry J

Series 63, Series 65

Chesterfield, MO

Ameriprise

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey G

CFA®, Series 66

St. Louis, MO

Edward Jones

Jeffrey Gendron is a CFA® charterholder and holds the Series 66 designation, with 17 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. 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 through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Matt is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works as an independent travel agent specializing in planning Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, 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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Katharine C

Series 66

St. Louis, MO

Edward Jones

Katharine Clauss is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through 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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Daniel S

Series 63, Series 66

Chesterfield, MO

OSAIC

Daniel Shelley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2005. Outside of his advisory role, he is the owner of Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a broad range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

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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Julia B

Series 63, Series 66

St. Louis, MO

Edward Jones

Julia Beckerjeck is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 37 years of industry experience. She has been with Edward Jones since 1985. Outside of her advisory role, she works part-time as a clerk at a gift shop on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with more than $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a 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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Mitchell S

CFP®, Series 66

Chesterfield, MO

Edward Jones

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Brian L

Series 66

Wildwood, MO

Edward Jones

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, Missouri. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jason R

CFP®, ChFC®, Series 63

Chesterfield, MO

Ameriprise

Jason Reynolds is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Chesterfield, MO. Outside of his advisory work, he is involved in business ownership through Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rebecca R

Series 66

St. Louis, MO

Edward Jones

Rebecca Rodgers is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Rodgers coaches gymnastics at GymQuarters in O'Fallon, Missouri. 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 options, 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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