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Adam B
CFP®, Series 66
Waterloo, IL
Edward Jones
Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Kevin W
Series 66
Imperial, MO
Edward Jones
Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.
Jeramy D
Series 66
Festus, MO
Edward Jones
Jeramy Dyle is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.
Katie J
Series 66
Festus, MO
Merrill
Katie Johnson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and other organizations across various sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.
Amy R
Series 66
Waterloo, IL
STIFEL
Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Dean H
Series 66
Festus, MO
Edward Jones
Dean Hunt is a financial advisor with Edward Jones in Festus, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he and his wife are owners of a rental property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diversified strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.
Wendy S
Series 66
Waterloo, IL
Thrivent Investment Management
Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.
Jennifer H
Series 63, Series 65
Festus, MO
Edward Jones
Jennifer Hunt is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she co-owns a rental property through an LLC formed with her husband. 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 strategies supported by a large national network of advisors and branch offices.
Devan N
Series 66
Waterloo, IL
Edward Jones
Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. 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 nationwide network of financial advisors and branch offices.
Kyle G
CFP®, Series 66
Festus, MO
STIFEL
Kyle Gowen is a CFP® professional with 11 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He holds a Series 66 license and is based in Festus, Missouri. Stifel serves a diverse client base including individual investors, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance intended to support client decision-making.
Eric O
Series 63, Series 65
Festus, MO
LPL Financial
Eric Oppelz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Commerce Brokerage Services, FIFTH THIRD SECURITIES, PNC Wealth Management, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a wide range of services including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies supported by technology tools.
David H
Series 63, Series 65
Fetus, MO
Cambridge Investment Research Advisors
David Hovis is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Hovis has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and he also operates Hovis & Associates, where he serves as president. Outside of his advisory role, he is a board member of several local organizations, including the Jefferson County Growth Association, First State Community Bank, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.
John E
Series 63, Series 66
Herculaneum, MO
Fidelity
John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.
Jacquelyn P
Series 66
Waterloo, IL
STIFEL
Jacquelyn Pleimann Hern is a financial advisor with Stifel based in Waterloo, IL, holding a Series 66 credential and seven years of industry experience. She has been with Stifel for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.
Maximilian M
Series 63, Series 65
Festus, MO
Cambridge Investment Research Advisors
Maximilian Meadows is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Hovis & Associates, and Wheel House, among others. Outside of finance, he has experience in the hospitality sector, having worked at Pappos Pizzeria and Pub. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm utilizes multiple platforms and custodians to support discretionary and non-discretionary management and offers proprietary model strategies as well as access to unaffiliated third-party advisers.
Ryan W
Series 66
Festus, MO
Fidelity
Ryan Westhoff is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and experience in education and small business operations. Outside of his advisory role, he performs occasional independent contracting work for friends and family. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.
Eric S
Series 63, Series 66
Imperial, MO
Fidelity
Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at CitiGroup and TD Ameritrade. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.
Christine H
Series 65, Series 63
Festus, MO
Edward Jones
Christine Hill is a financial advisor at Edward Jones in Festus, MO, with 25 years of industry experience. She has been with Edward Jones since 1994 and holds Series 65 and Series 63 designations. 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 network of financial advisors and branch offices nationwide.
Rita M
CFP®, Series 63, Series 66
Festus, MO
STIFEL
Rita Mahn is a CFP®-certified financial advisor with 33 years of industry experience. She has been with Stifel since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Anita S
Series 66
De Soto, MO
Edward Jones
Anita Spencer is a Series 66-licensed financial advisor with Edward Jones in De Soto, MO, where she has worked for 13 years. She has dedicated her entire industry experience to Edward Jones. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
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