Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Metamora, IL
Edward Jones
Institution
Andrea Payne is a financial advisor at Edward Jones with 19 years of experience at the firm and a total of 12 years in the industry. She holds a Series 66 designation. Outside of her advisory role, she has worked as a homemaker since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated products through a large network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Metamora, IL
Metamora IL
Advisors at this office
1
Illinois · Texas
13 years of industry experience
Edward Jones Investments
2007 - Present • 19 years
St Louis, MO
HomeMaker
1997 - Present • 29 years
Decatur/Geneseo/Monmouth/Metamora, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
East Peoria, IL
Douglas Capital Management, LLC
Brett Douglas is the sole advisor at Douglas Capital Management, LLC, an independent firm based in East Peoria, IL. He holds a Series 65 designation and has 18 years of industry experience. Brett has managed Douglas Capital Management since 2007 and has also been involved with Douglas Fund Management LLC since 2013. Douglas Capital Management is an SEC-registered investment adviser that provides fee-based, discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement plans, charitable organizations, and other institutional clients. The firm uses a quantitative, model-driven investment process incorporating statistical factor models and AI-enabled tools for stock selection, asset allocation, and market timing.
Series 65
Peoria, IL
Fountaindale, LLC
Omar Yunus is a financial advisor at Fountaindale, LLC based in Peoria, IL. He holds a Series 65 designation and has been with Fountaindale since 2023. Prior to this, he worked at Wrp, Turbulence, and Bosna Bank International. Fountaindale, LLC provides portfolio management and investment advice under a wrap-fee program to individuals, small businesses, and nonprofit organizations. The firm operates primarily through an online platform that uses algorithm-based questionnaires to deliver customized investment solutions, employing a Modern Portfolio Theory approach focused on diversified, long-term strategies.
CFA®, Series 65
Peoria, IL
Johnston Investment Counsel, Ltd.
Gregory Johnston is a CFA® charterholder and holds a Series 65 license, with 28 years of experience in the financial industry. He has been with Johnston Investment Counsel, Ltd., an independent firm based in Peoria, IL, since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary wealth and portfolio management, and retirement-plan and institutional consulting for individuals, trusts, endowments, qualified plan sponsors, and business entities. The firm operates on a fee-only, fiduciary basis and combines model and customized portfolios utilizing mutual funds, ETFs, stocks, bonds, and derivatives, including options for downside risk management.
ChFC®, Series 63, Series 65
Peoria, IL
Reatherford Wealth Management LLC
Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC in Peoria, IL, holding a ChFC® designation with eight years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. In addition to his advisory work, he provides life, disability, and long-term care insurance services. Reatherford Wealth Management offers asset management and comprehensive financial planning to individuals, high-net-worth clients, families, and business entities. The firm emphasizes diversified, long-term asset allocation and provides ERISA consulting and advisory support for corporate retirement plans, including access to alternative investments and third-party portfolio management.
Series 63, Series 65
Peoria, IL
Nash-Hasty Private Wealth Management
Todd Hasty is the principal advisor and president of Nash-Hasty Private Wealth Management in Peoria, Illinois. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 26 years at LPL Financial. Outside of his advisory work, he serves as president of the board for FamilyCore, a nonprofit organization, and is a board governor for the Creve Coeur Club. Nash-Hasty Private Wealth Management provides discretionary investment management, financial planning, and qualified retirement plan consulting to individuals, families, trusts, estates, businesses, and charitable organizations. The firm uses a strategic asset allocation framework supported by multiple analytical tools to manage diversified portfolios and also offers plan-level and participant-level advisory services for qualified retirement plans.
Series 63, Series 65
Washington, IL
Milestone Advisory Group, LLC
John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.
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