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Alexander A
Series 63, Series 66
St. Louis, MO
STIFEL
Alexander Anderson is a financial advisor at Stifel based in St. Louis, MO, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Christina R
Series 66
O Fallon, IL
Edward Jones
Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 solutions, supported by a large national network of financial advisors and branch offices.
Kyle O
Series 63, Series 66
O'Fallon, IL
Edward Jones
Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group before joining Edward Jones in 2019. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Thomas V
Series 63, Series 66
St. Louis, MO
STIFEL
Thomas Van Uffelen is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 15-year tenure at Scottrade, Inc. Based in St. Louis, MO, he provides advisory services within Stifel’s institutional framework. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Justin C
Series 63, Series 65
St. Louis, MO
STIFEL
Justin Carr is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2015. Prior to joining Stifel, he worked at Wells Fargo Clearing, Cambridge Investment Research Advisors, and Sunset Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance intended to support client decisions.
Katherine C
Series 66
O Fallon, IL
LPL Financial
Katherine Clark is a financial advisor with LPL Financial in O’Fallon, Illinois. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Divorce Dollars and Sense and has a background that includes roles in legal and court reporting firms. She is also a notary and operates a business named Haven by Clark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive advisor resources and technology.
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 for two years. Torre's background includes roles outside the financial industry, such as positions with Eastern Illinois University and in landscaping. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment programs and platforms, combining technology-driven support with a broad range of investment strategies.
Christine B
Series 63, Series 66
Swansea, IL
LPL Enterprise
Christine Boykin is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has held roles at Prudential Insurance Company of America, Pruco Securities, Cetera, and Foresters Financial Services. Outside of financial services, she is involved in vintage audio and vinyl record retailing and restoration through her ownership and management of Frenchtown Records and Frenchtown Audio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various brokerage and insurance products.
Justin R
Series 66
Swansea, IL
LPL Enterprise
Justin Rueter is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PNC Investments, Edward Jones, and Compass Retirement Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.
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 and holds a Series 66 designation. She has six years of industry experience and has worked at several firms including Wells Fargo and Citigroup. Matheis is currently based in Fairview Heights, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines systematic quantitative screens and qualitative research to deliver customized, non-discretionary asset allocation advice and performance reporting.
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 at Stifel with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab and TD Ameritrade. Westbury is based in St. Louis, MO. Stifel serves a diverse client base ranging from individuals, including high net worth and non-HNW clients, to institutional entities such as pension plans and charitable organizations. The firm offers brokerage and advisory services utilizing a proprietary investment methodology developed by its Investment Strategy Group.
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587 advisors near
62269
within the area shown on the map
Out of 400,000+ nationwide