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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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Justin K

CFP®, Series 66

Sunset Hills, MO

OSAIC

Justin Koch is a CFP® certificant with five years of industry experience, currently affiliated with OSAIC. He has previous experience at Fsc and Butler Associates Financial Planners, Inc. Outside of his advisory role, he holds a registered assistant position with Shore Group Advisors LLC, supporting client service and trade execution functions. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

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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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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Tedd S

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Tedd Schlereth is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice, focusing on income reliability and tax-efficient withdrawal strategies.

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

ChFC®, Series 63

Saint Louis, MO

Cetera

Michael Raeber is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has held positions at Cetera Advisors LLC and First Allied Securities, INC., among others. Raeber is involved with several nonprofit organizations, including the Crestwood-Sunset Hills Chamber of Commerce and the Kiwanis Club of Crestwood-Sunset Hills. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, providing access to affiliated and third-party managers and a variety of program structures.

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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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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Matthew T

Series 66

Fenton, MO

Edward Jones

Matthew Thomason is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of BR549 Holdings, a forestry business involved in timber growth and harvest management. 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 and investment strategies, operating under a fiduciary standard.

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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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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Debra C

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Debra Coogan is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, with 27 years of industry experience. She has been with Edward Jones and its predecessor firm since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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