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Kevin G

Series 63, Series 66

St. Louis, MO

Edward Jones

Kevin Gaines is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. 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 under management 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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Evan M

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. 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 supported by 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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Daniel B

Series 66

St. Louis, MO

Edward Jones

Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions 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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James B

CFP®, Series 63, Series 66

St. Louis, MO

Fidelity

James Brigman is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop and adjust their financial plans in response to changes in their goals and lives. James has professional experience as a Financial Consultant at Fidelity from 2021 to 2025, as well as serving as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2021.

General retirement planning Income planning
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Ryan N

Series 66

St. Louis, MO

Edward Jones

Ryan Nardin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Missouri National Guard since 2013. 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 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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Cody V

Series 63, Series 66

St. Louis, MO

Edward Jones

Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Roy Robinson Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to that, he was with Scottrade for one year and operated FreeTime, LLC for 11 years. Outside of his advisory role, he is involved in digital art and Web3 projects, cryptocurrency mining, and runs a property management and event marketing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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, managing approximately $1.01 trillion in assets through 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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Jacob B

Series 63, Series 66

St Louis, MO

Charles Schwab

Jacob Brinkley is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Hart is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she is involved in managing a short-term rental property business. 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, 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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Regal G

ChFC®, Series 66

Chesterfield, MO

Edward Jones

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Ariana Karst is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Outside of her advisory role, she serves as Secretary Treasurer for DeWi Land Inc., a family land company. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Maryland Heights, MO

Edward Jones

Christian Malley is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2010. 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 supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Katheryne Rodenfels is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She worked at Audacy for ten years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a diverse range of households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies alongside affiliated mutual funds and tax-efficient services through a nationwide network of over 23,700 advisors.

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

Series 66

Chesterfield, MO

LPL Financial

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked extensively with First Community Credit Union in various roles related to investment services and notary duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan E

Series 66

St. Louis, MO

Edward Jones

Ryan Edmonds is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing three years of industry experience. Prior to joining Edward Jones, he spent ten years at Central Bank of St. Louis. He serves as treasurer for the Wood Meadow Subdivision HOA, participating in board oversight of reports and expenses. 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 through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 66

St. Louis, MO

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years at the firm and 10 years of industry experience. Outside of his advisory role, he receives small royalties from a non-investment-related business involving a product website. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs General retirement planning Retired Founder/Business Owner Executive
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Jack K

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Jack Kessinger is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Cambridge and The America Group in various roles. Outside of advising, he is also registered as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and a range of proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler H

Series 63, Series 66

St. Louis, MO

Charles Schwab

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

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

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