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David K
CFP®, Series 66
Brentwood, MO
J.P. Morgan Securities
David Kasich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Bank of America, Merrill, and Edward Jones. He is based in Brentwood, MO. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Cullen B
Series 66
Arnold, MO
Edward Jones
Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. 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 investment advisory programs and maintains a large national network of advisors and branch offices.
Brian L
Series 66
St. Louis, MO
Edward Jones
Brian Ledford is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Home Depot. Ledford is also a member of Escrowplex, LLC, a software escrow service, though this activity is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
David S
Series 63, Series 66
St Louis, MO
Thrivent Investment Management
David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.
Brett D
Series 63, Series 65
St. Louis, MO
Edward Jones
Brett De Nap is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at McKendree University and operated Brett DeNap, LLC for nine years. He has also been involved with local hockey organizations, including the Chesterfield Hockey Association and the St. Louis Prospects Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.
Austin R
Series 66
Saint Albans, MO
LPL Financial
Austin Repp is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at National Planning Corporation and Northern Illinois University. Outside of his advisory work, he serves as an assistant wrestling coach at Pacific High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.
Megan W
Series 66
St. Louis, MO
Edward Jones
Megan Wilson is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has six years of industry experience, including a prior role at Vatterott Educational Centers, Inc. Megan also operated Wilson Compliance Consulting, LLC briefly 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Thomas H
Series 66
Maryland Heights, MO
Edward Jones
Thomas Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2002, primarily based in Maryland Heights, MO. 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 with approximately $1.01 trillion in assets under management. The firm maintains a large national presence with a broad network of financial advisors and branch offices.
Robert W
Series 63, Series 65
Clayton, MO
STIFEL
Robert Wolff is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Clark M
CFP®, Series 63
St Louis, MO
Raymond James & Associates
Clark Morrison is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to joining Raymond James, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a co-trustee for his father's investment-related affairs. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal work alongside its retail advisory services.
Katie H
Series 66
St. Louis, MO
Edward Jones
Katie Herndon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists non-profit organizations by providing grant writing services. 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 investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
John L
Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
John Lawrence is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2017 and previously worked at ADP Inc. and ADP Broker Dealer, Inc. from 2011 to 2017. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
John F
Series 66
St. Louis, MO
Edward Jones
John Frank is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Scottrade, Inc. He has been with Edward Jones since 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Justin H
Series 66
St. Louis, MO
Edward Jones
Justin Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously was with Cunningham, Vogel & Rost, P.C., as well as the City of St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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 nationwide network of more than 23,000 financial advisors.
Robert M
Series 66
St. Louis, MO
Edward Jones
Robert Molina is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Severin Investments, LLC and a long tenure at Penn Station Eastcoast Subs before entering the financial sector. Outside of finance, he has worked as a bartender for the Saint Louis Symphony. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Karen Y
Series 66
O'Fallon, MO
J.P. Morgan Securities
Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.
Eric K
Series 63, Series 66
Chesterfield, MO
Fidelity
Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.
Lauren L
Series 66
St. Louis, MO
Edward Jones
Lauren Lang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2019 and also holds a position at Dierbergs Markets, where she has been employed since 2017. 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 approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Karen H
Series 66
St. Louis, MO
Edward Jones
Karen Hogue is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.
Robert (Ernie) M
Series 63, Series 65
Frontenac, MO
Wells Fargo Clearing
Robert (Ernie) Meyers is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2009. He serves as a trustee for his spouse’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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