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Justin D
Series 63, Series 66
St. Louis, MO
Edward Jones
Justin Diller is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Finance Advisory Board for the Trulaske College of Business and is Treasurer of the Security Traders Association of St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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.
Stephen L
Series 66
St. Louis, MO
STIFEL
Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.
Jason S
Series 66
St. Louis, MO
Edward Jones
Jason Stennett is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, with a brief period at Family Heritage Insurance in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
James S
Series 66
St. Louis, MO
Wells Fargo Clearing
James Sutter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His background includes service in the United States Army from 2015 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.
Megan P
Series 66
St. Louis, MO
Edward Jones
Megan Probst is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop in Eastern Missouri. 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Bradley S
CFP®, Series 66
Frontenac, MO
Wells Fargo Clearing
Bradley Sabin is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.
Jonathan B
Series 63, Series 65
Saint Louis, MO
LPL Financial
Jonathan Benner is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with LPL Financial since 2013 and previously operated Jon & Chris Detailing for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
John C
Series 66
Kirkwood, MO
Edward Jones
John Caruso III is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Edward Jones since 2019 and several positions at the University of Missouri from 2016 to 2020. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
John M
Series 66
St. Louis, MO
Edward Jones
John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. He 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 discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.
Susan M
Series 63, Series 65
St. Louis, MO
Edward Jones
Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national network of financial advisors and branch offices.
Melissa K
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Melissa Kenney is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary options tailored to plan objectives and demographics.
Andrew R
Series 66
Saint Louis, MO
Thrivent Investment Management
Andrew Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his financial advisory role, Reinitz serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. 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 planning and allows clients to combine these plans with managed-account programs under a consolidated billing option while maintaining separate services.
Lori M
Series 63, Series 65
Webster Groves, MO
LPL Financial
Lori Mackaben is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Commerce Brokerage Services, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies.
Ryan K
Series 66
St. Louis, MO
Edward Jones
Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.
Adam B
CFP®, Series 66
Waterloo, IL
Edward Jones
Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with Edward Jones since 2016. 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 solutions, 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.
Courtney C
Series 66
St. Louis, MO
Edward Jones
Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.
Ryan W
Series 66
St. Louis, MO
STIFEL
Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.
Alexander P
Series 63, Series 65
St. Louis, MO
Cetera
Alexander Ploch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He is also the owner of Ploch Financial Services, Inc., a tax and accounting business, and Ploch Photography, a separate venture focused on photography and sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors nationwide.
Jenna D
CFP®, Series 66
St. Louis, MO
Edward Jones
Jenna Dawson is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this role, she has been associated with Michael Kors since 2013. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branches nationwide.
John L
Series 63, Series 66
Kirkwood, MO
Edward Jones
John Laaker is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 nationwide network of approximately 23,701 advisors.
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3,377 advisors near
63129
within the area shown on the map
Out of 400,000+ nationwide