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Sarah A

CFP®, ChFC®, Series 63, Series 65

Columbia, IL

Edward Jones

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 and investment strategies supported by a large network of advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Kevin H

Series 66

Arnold, MO

Edward Jones

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Steve R

Series 66

Arnold, MO

Edward Jones

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Marina S

Series 66

Arnold, MO

Edward Jones

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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David H

Series 66, Series 63

Barnhart, MO

Edward Jones

David Huelster is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Michael C

Series 63, Series 66

St Louis, MO

Edward Jones

Michael Cohen is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Before his current role, he worked at TD Ameritrade and spent 15 years at the St. Louis County Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 66

Fenton, MO

Edward Jones

Timothy Weber is a CFP® with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is located in Fenton, MO. Outside of his advisory role, he is a partner in Flora and Weber Properties LLC, a commercial property investment business based in St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

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

CFP®, Series 66

St Louis, MO

Edward Jones

Debra Wilke is a CFP® and holds a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2006. 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 solutions, including discretionary and non-discretionary 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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Joshua P

Series 63, Series 66

St Louis, MO

Edward Jones

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.

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

Series 63, Series 66

Columbia, IL

Edward Jones

Todd Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns an LLC involved in office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Pamela S

Series 66

Festus, MO

STIFEL

Pamela Smith is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in periodic horse sales and distributes equine health supplements. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment guidance incorporates proprietary methodologies from the firm's Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
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William L

Series 66

Imperial, MO

Fisher Investments

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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David K

CFP®, Series 66

Festus, MO

Wells Fargo Clearing

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Ashley O

Series 66

Columbia, IL

Edward Jones

Ashley Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and two years of industry experience. Prior to returning to Edward Jones, Osterhage worked at Publicis Sapient and held various roles at Illinois State University and local organizations. Outside of advising, she has worked in customer service and management positions, including at Waterloo Country Club and Illinois State University Conference Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Megan S

Series 66

Bamhart, MO

Ameriprise

Megan Siracusa is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Money Concepts Capital Corp and Fortune Investment Services LLC. In addition to her advisory role, she is involved with Southern Bank as a financial advisor in wealth management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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