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Shawn H

Series 63, Series 66

Fair Haven, VT

Edward Jones

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, Vermont, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones throughout his career, joining the firm in 1999. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Early retirement planning Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
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Elizabeth W

Series 66

Marysville, KS

Edward Jones

Elizabeth Warren is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked in educational staffing and school district roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory and investment solutions, 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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Terence W

Series 63, Series 66

Newton, NJ

Edward Jones

Terence Wynne is a financial advisor with Edward Jones in Newton, NJ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers various advisory programs, including managed solutions and separately managed accounts, and maintains a large national network of advisors and branch offices.

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

Series 63, Series 66

Abilene, TX

Edward Jones

Judson Powell is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a business office in Abilene, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets 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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Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates 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 H

Series 66

Belpre, OH

Edward Jones

James Hinton is a Series 66-credentialed financial advisor with Edward Jones in Belpre, Ohio, where he has worked since 2023. He has two years of industry experience and previously spent 17 years at Ferroglobe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies, 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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Kyle M

Series 66

Bloomington, IL

Edward Jones

Kyle Moody is a financial advisor at Edward Jones in Bloomington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in construction and public utilities, including six years at Opperman Construction Co. and one year at Illinois American Water Company. He is also a member of the Planning Commission for the City of Lexington, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Retirement income strategy Wealth management Business ownership considerations Real estate investing Founder/Business Owner Engineering Professional
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Jerry B

Series 66

Austin, TX

Edward Jones

Jerry Buchanan Jr. is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after previous roles at Ntirety and Dell Technologies. Buchanan has zero years of industry experience as a financial advisor. 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. The firm manages approximately $1.01 trillion in assets and maintains a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning Planning for children with special needs Multi-generational wealth transfer Military & Veterans Founder/Business Owner Technology Professional Intergenerational Families
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Jessie H

Series 66

Klamath Falls, OR

Edward Jones

Jessie Hecocta is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Hecocta worked for six years at Sky Lakes Medical Center. Outside of the financial industry, Hecocta serves as a Tribal Council Member-at-Large for the Klamath Tribes and facilitates workshops focused on personal purpose and well-being. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of financial advisors and branch offices across the country.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Women Professionals Women's Finance
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Jeffrey W

CFP®, Series 66

Albany, OR

Edward Jones

Jeffrey White is a CFP® and Series 66-licensed financial advisor with Edward Jones in Albany, OR. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he works as a contractor providing equipment testing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of asset levels. The firm offers discretionary and non-discretionary investment solutions, access to separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 63, Series 66

Elgin, IL

Edward Jones

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. 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, affiliated mutual funds, and tax-efficient services, 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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Stephanie D

Series 66

Huntsville, AL

Edward Jones

Stephanie Dattilo is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Redstone Federal Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of managed and advisory solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Craig T

CFP®, Series 66

Grand Rapids, MI

Edward Jones

Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Doctor or Medical Professional Engineering Professional Educators, Teachers, and Academics
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Jennifer S

Series 66

Perrysburg, OH

Edward Jones

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Spokane Valley, WA

Edward Jones

Joseph Behler is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Dingus, Zarecor & Associates from 2015 to 2019. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over 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 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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Heather S

ChFC®, Series 66

Hendersonville, NC

Edward Jones

Heather Staton is a financial advisor at Edward Jones in Hendersonville, NC, holding the ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Times-News for 31 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Widow/Widower Religious/faith focused
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Nancy E

Series 66, Series 63

Bolivar, MO

Edward Jones

Nancy Erickson is a financial advisor with Edward Jones in Bolivar, MO, holding Series 66 and Series 63 designations and bringing 32 years of industry experience. She has been with Edward Jones since 1993. Outside of advising, she owns a cattle and horse farm and serves on the Board of Directors for Southwest Electric Cooperative. 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 strategies, and maintains a large national network of advisors and branch offices.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Alicia Laken is a financial advisor at Edward Jones in St. Louis, Missouri, holding the Series 63 and Series 66 designations with 16 years of industry experience. She 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Early retirement planning Business ownership considerations Founder/Business Owner
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Michael S

Series 66

Clinton, TN

Edward Jones

Michael Schaffer is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in higher education administration at The University of Tennessee and held various roles in political organizations and campaigns. 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 network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Anne M

Series 66

Lake Charles, LA

Edward Jones

Anne Miller is a Series 66 licensed financial advisor with Edward Jones in Lake Charles, LA, where she has worked since 2013. She has 12 years of industry experience. Miller served on the advisory board of the SWLA Law Center, including a term as Treasurer on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Family Business Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner
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