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Katherine D

Series 66

Watertown, SD

Edward Jones

Katherine Danforth is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2022. Outside of her advisory role, she has been involved with the Watertown Convention & Visitors Bureau since 2018. 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 and operates under a fiduciary standard, 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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Joshua H

Series 66

Watertown, SD

Edward Jones

Joshua Hanson is a Series 66-credentialed financial advisor with Edward Jones in Watertown, SD, where he has worked since 2013, totaling 13 years of industry experience. In addition to his advisory role, Hanson owns several manufacturing and entertainment businesses, including Midwest Dakota Dumpsters, Dakota Containers & Rentals, and Madjik LLC, where he provides financial oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by 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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Megan F

Series 66

Watertown, SD

Edward Jones

Megan Fannin is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Aflac and Prairie Green Golf Course. Outside of her advisory role, she has experience managing a business in property-related activities for a decade. 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, access to separately managed accounts, and affiliated mutual funds, 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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Max E

Series 66

Watertown, SD

Edward Jones

Max Evans is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Aflac and was engaged in full-time education for several years. Outside of his advisory role, he creates content on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning Business Financial Management Founder/Business Owner
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Stefanie S

CFP®, Series 66

Watertown, SD

Edward Jones

Stefanie Smykowski is a CFP® and Series 66-licensed financial advisor with Edward Jones in Watertown, SD, bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also owns a storage facility business, RV's and More Storage. Smykowski serves as a junior board member for Barnes-Jewish Progress West Hospital, contributing to marketing and event planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Inheritance planning General retirement planning Retired Founder/Business Owner Executive Women's Finance Widow/Widower
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