ADVISOR BIO

Jason Mathes has been in the financial services industry since July 3, 1998. Jason is registered as a broker-dealer in 30 states and as an Investment Advisor Representative in 2 states. Jason is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and has been employed by the firm since September 1998. Previously, Jason was employed by Workman Securities Corporation from November 24, 1997, to June 11, 1998. Jason has passed the SIE, Series 6, Series 7, Series 31, and Series 63 exams. Jason has been registered with FINRA since April 17, 2001. Jason's professional experience and expertise include providing financial advice and investment management services to individuals, businesses, corporations, high-net-worth individuals, trusts, and estates. Jason is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and provides investment advisory services to clients. Jason is committed to providing his clients with personalized financial advice and investment solutions that are tailored to their specific needs and goals.

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ADVISOR BIO

Jeffrey David Sahm is a financial advisor who has been in the industry since October 22, 2018. Jeffrey is currently registered with Morgan Stanley in Missouri and Texas. He is also registered in 37 other states and 2 states for Investment Advisor activities. Jeffrey holds the Series 66, SIE, and Series 7 licenses. He is a graduate of the University of Missouri-Columbia and has experience in the financial services industry. Jeffrey is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Jennifer O'Connor is a financial advisor with Vista Finance, LLC in Clayton, MO. Jennifer has over 15 years of experience in the financial services industry. Jennifer specializes in financial planning, portfolio management, and pension consulting. Jennifer holds the Certified Financial Planner designation. Jennifer is registered with the state of Missouri.

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ADVISOR BIO

Jennifer Marie Berry has been in the financial services industry since 1995. Jennifer is currently a registered representative of Wells Fargo Clearing Services, LLC and is licensed to offer investment advice in Missouri, Illinois and Texas. Jennifer's previous experience includes time with John Hancock Distributors LLC, Wachovia Securities, LLC, A.G. Edwards & Sons, Inc. and Stifel, Nicolaus & Company, Incorporated. Jennifer has a wide range of investment experience and knowledge, having earned the Series 63, Series 7, and Series 66 licenses.

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ADVISOR BIO

Jennifer Wiechel is an investment advisor representative at The Colony Group, LLC. Jennifer is licensed to provide investment advice in Missouri and Texas. Jennifer is a Certified Financial Planner™ and has been in the industry since March 2013. Jennifer has a Series 65 license, and has passed the Uniform Investment Adviser Law Examination. Jennifer specializes in retirement planning, estate planning, college savings, and other financial planning needs.

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ADVISOR BIO

Jennifer Miller is a financial advisor who has been in the industry for over 5 years. Jennifer is currently registered with Benjamin F. Edwards & Company, Inc., located in CLAYTON, MO. Jennifer is also registered in 42 states and has Series 7, Series 63, and SIE licenses. Jennifer has experience working at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, OPPENHEIMER & CO. INC., and WELLS FARGO CLEARING SERVICES, LLC. Jennifer specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Jeremy Leland Michelman is a financial advisor with Edward Jones. Jeremy has been in the financial services industry since 1995. He is licensed to provide investment advice and services in Missouri and Arizona. Jeremy holds the Series 7, 9, 10, 14, 24, 63 and 66 licenses. He has a background in financial planning, portfolio management, and pension consulting. Jeremy is committed to providing his clients with personalized financial advice and guidance. He also has experience working with individuals, businesses, and retirement plans.

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ADVISOR BIO

Jeremy Jacobs is a financial advisor at Benjamin F. Edwards & Company, Inc. Jeremy has been in the financial services industry since 2010. Jeremy is licensed to provide investment advice in 37 states, including Missouri, Texas and California. Jeremy provides financial planning services, educational seminars and portfolio management to individuals and businesses.

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ADVISOR BIO

Jeremy Jacob Bleyenberg is a financial advisor with The Colony Group, LLC. Jeremy has over 12 years of experience in the financial services industry. He is a registered investment advisor in Missouri and Texas, and holds the Series 6, 7, 63 and 65 securities licenses. Jeremy previously worked at LPL Financial LLC and Northwestern Mutual Investment Services, LLC. He specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, and businesses.

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ADVISOR BIO

Jerome Chandler Shick is a financial advisor with over six years of experience in the industry. Jerome is currently registered with &partners, LLC in Clayton, MO and is also registered in 17 states, including Texas where Jerome is also registered as an Investment Advisor Representative. Jerome previously worked for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC, both in Tyler, TX. Jerome has passed the Series 66, Series 7 and SIE exams.

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