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Kerry S

Series 63, Series 66

Ofallon, MO

Edward Jones

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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

Series 66

O'Fallon, MO

LPL Financial

Thomas Kriss is a financial advisor with LPL Financial in O’Fallon, Missouri, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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Paul W

Series 66

Wentzville, MO

Edward Jones

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Justin R

Series 66

O'Fallon, MO

Edward Jones

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jonathan R

Series 63, Series 66

Ellisville, MO

Primerica Advisors

Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian F

Series 63, Series 65

O'Fallon, MO

OSAIC

Brian Fruend is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years before joining Osaic in 2026. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party solutions, operating through a large network of affiliated advisors and platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Megan R

CFP®, Series 66

Chesterfield, MO

Edward Jones

Megan Reineke is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and works out of Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Matthew B

Series 66

Chesterfield, MO

Ameriprise

Matthew Birkemeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience at Waterway, Asics Corporation, Nike, and Liberty High School. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm integrates research, modeling, and tax-efficient strategies in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

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

CFP®, Series 63

O'Fallon, MO

Edward Jones

Daniel Farner is a CFP® with 33 years of industry experience, affiliated with Edward Jones since 1989. He is based in O'Fallon, MO, and holds a Series 63 designation. Farner has spent his entire career at Edward Jones. 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 and offers a range of advisory programs, 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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Zacary F

Series 66

O'Fallon, MO

OSAIC

Zacary Fruend is a financial advisor with OSAIC, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles in education and construction, as well as a position at Stifel Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a variety of advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul F

Series 63, Series 65

Saint Albans, MO

LPL Financial

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrea P

Series 66

O Fallon, MO

Equitable Advisors

Andrea Phillips is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Vantage Credit Union. In addition to her advisory role, Phillips provides tutoring services to college students and industry professionals through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs within a dual-registered advisory and broker-dealer framework.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Stephen D

Series 63, Series 66

O'Fallon, MO

STIFEL

Stephen Drachnik is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

General retirement planning Income planning
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Samuel T

Series 65

Chesterfield, MO

Raymond James Financial

Samuel Thomure is a financial advisor at Raymond James Financial with a Series 65 designation. He has one year of industry experience and has previously worked at Guidestone Capital Partners, Focus Partners Wealth, Buckingham Strategic Wealth, Wells Fargo, and other firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erin W

Series 65, Series 63

Washington, MO

Cambridge Investment Research Advisors

Erin Wideman is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Cambridge since 2016. In addition to her advisory role, she serves as a volunteer treasurer for a local organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms, including proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Andrew M

CFP®, Series 63, Series 65

Saint Albans, MO

LPL Financial

Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

College savings (529s, UTMA, etc.)
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Cindy B

CFP®, Series 63

Warrenton, MO

Cetera

Cindy Burke is a CFP® with 28 years of industry experience, currently associated with Cetera. She has worked with Cetera since 1997 and also operates Burke Financial Advisors, LLC, providing financial and accounting services. Additionally, she serves on the board of First State Community Bank and participates on the George & Helen Duckworth Scholarship selection committee. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment strategies and program structures, overseeing more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Shawn G

Series 66, Series 63

O Fallon, MO

Edward Jones

Shawn Gibbs is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and concurrently serves in the U.S. Army Reserve, a role he has held since 1993. 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 network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Rene B

Series 66

Wentzville, MO

Edward Jones

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. 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 broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining 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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Julie T

Series 66

Wentzville, MO

Fidelity

Julie Thompson is a financial advisor at Fidelity with one year of industry experience. She previously worked at Super Bright LEDs and Starbucks before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee registered investment companies.

Charitable giving & philanthropy Active portfolio management
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