Ryan Tepen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Troy, MO 63379

Credentials

CFP®, Series 66

Industry experience

8 years

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

Work history

Edward Jones

2017 - Present (9 years)

Bowling Green R-1 School District

2017 - 2017 (1 year)

Callaway Livestock

2017 - 2017 (1 year)

Self Employed

2007 - 2016 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Emily B

Series 63, Series 66

Saint Paul, MO

Fidelity

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Wealth management

Danielle D

Series 66

Warrenton, MO

Edward Jones

General retirement planning Wealth management

Eric K

Series 63, Series 66

Foristell, 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.

General retirement planning Income planning Cash flow / budgeting

Scott M

Series 66

O Fallon, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Thomas W

Series 63, Series 66

Ofallon, MO

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner

Kellan S

CFP®, Series 66

O' Fallon, MO

Fidelity

Kellan Slattery is a Planning Consultant at Fidelity, where he engages in meaningful conversations with clients to understand their financial priorities. In this role, he assesses clients' financial situations and assists in creating, monitoring, and maintaining plans and strategies aligned with their financial goals and objectives. Prior to joining Fidelity, Kellan gained experience as a Client Service Manager at Moneta from 2021 to 2022. He also worked as a Digital Financial Advisor at Wells Fargo Advisors between 2018 and 2021 and began his career as a Financial Advisor Trainee with Wells Fargo Advisors K-Force from 2017 to 2018. Outside of his professional work, Kellan has interests in golf and tennis.

General retirement planning Income planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")