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Justin C
Series 63, Series 65
St. Louis, MO
STIFEL
Justin Carr is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Based in St. Louis, MO, Carr focuses on serving a range of clients under the firm's institutional framework. Stifel serves individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services along with fee-based financial planning. The firm’s proprietary investment methodology is designed to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.
Katherine C
Series 66
O Fallon, IL
LPL Financial
Katherine Clark is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, she worked at Divorce Dollars and Sense and has a background that includes roles in law firms and court reporting. Clark maintains a notary role as part of her professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Stephen T
Series 66
Swansea, IL
LPL Financial
Stephen Torre is a financial advisor with LPL Financial in Swansea, IL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC from 2023 to 2025 and has experience in various roles including positions at Eastern Illinois University and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.
Christine B
Series 63, Series 66
Swansea, IL
LPL Enterprise
Christine Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera. Outside of finance, she is involved in managing several small businesses related to vintage audio equipment and vinyl records, including bookkeeping and restoration work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm delivers investment advice primarily through investment adviser representatives using research, model portfolios, and third-party strategists within an integrated platform that also supports insurance sales and lending programs.
Justin R
Series 66
Swansea, IL
LPL Enterprise
Justin Rueter is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments, Edward Jones, and The Prudential Insurance Company of America. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.
Joseph R
Series 66
St. Louis, MO
STIFEL
Joseph Rathert is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Stifel in 2018, he worked at Tomerlin Law Office from 2014 to 2018. Outside of his financial advisory role, Rathert serves as a sports official for the Illinois High School Association and holds trustee and finance committee positions with local organizations. Stifel serves individual and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Eric J
Series 66
St. Louis, MO
STIFEL
Eric Judd is a financial advisor at Stifel in St. Louis, Missouri, holding a Series 66 designation with eight years of industry experience. He has been with Stifel Financial since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.
Joel P
Series 63, Series 65
Swansea, IL
Edward Jones
Joel Pierce is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Midwestern Securities Trading Company, LLC and Neighbors Credit Union from 2012 to 2017. 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.
Gregory W
Series 66
St. Louis, MO
STIFEL
Gregory Waters is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Markell Estate Planning and Elder Law, and Stifel Nicolaus & Co Inc since 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Mary R
Series 66
O'Fallon, IL
Edward Jones
Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 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.
Ashley M
Series 66
Fairview Heights, IL
J.P. Morgan Securities
Ashley Matheis is a financial advisor with J.P. Morgan Securities LLC who holds a Series 66 designation and has six years of industry experience. Her career includes roles at firms such as Fidelity Security Life Insurance Company, Citigroup, Wells Fargo, and PlanMember Securities Corporation. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates under a structure that includes security-based swap dealing and futures commission merchant registrations.
Jonathan B
CFP®, Series 63, Series 65
St. Louis, MO
STIFEL
Jonathan Brandt is a financial advisor at Stifel with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Scottrade for nine years and spent time at Saleeby & Associates and Cutter and Company. He is the founder of Battling Together, an initiative that raises funds for the Leukemia and Lymphoma Society through races and golf events, and he serves on the LLS Visionary Leadership Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and forward-looking capital market assumptions.
Jeffrey S
CFP®, Series 66
Collinsville, IL
Edward Jones
Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.
Zachary F
Series 66
St. Louis, MO
STIFEL
Zachary Fisher is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Ernst & Young and Stifel Financial prior to his current role. Outside of his advisory work, he is a co-owner of a family farm in Payson, Illinois. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance to support client decision-making.
Jessica K
CFP®, Series 66
Troy, IL
Edward Jones
Jessica Ketcham is a CFP® and Series 66-registered financial advisor with Edward Jones in Troy, Illinois. She has eight years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, she was self-employed for sixteen years and worked in education at Highland CUSD #5 for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors.
James W
Series 65, Series 63
St. Louis, MO
STIFEL
James Westbury is a financial advisor with Stifel in St. Louis, MO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.
Douglas N
Series 63, Series 65
St. Louis, MO
STIFEL
Douglas Noll is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 1986, including time at Stifel Independent Advisors, LLC, and previously worked at Century Securities Associates, Inc. Outside of his advisory role, he serves as treasurer for a local road maintenance association in Wildwood, Missouri. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that use forward-looking market assumptions and probabilistic modeling to support client decision-making.
Stephen S
Series 63, Series 65
St. Louis, MO
STIFEL
Stephen Scherer is a financial advisor at Stifel with Series 63 and Series 65 licenses and eight years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo and TD Ameritrade. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.
Alicia P
Series 63, Series 66
St. Louis, MO
STIFEL
Alicia Porter is a financial advisor at Stifel with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at TD Ameritrade and Scottrade. She also spent five years at McKendree University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.
Brendan S
Series 66
Belleville, IL
Raymond James & Associates
Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.
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583 advisors near
62269
within the area shown on the map
Out of 400,000+ nationwide