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Katie P

Series 66

Wentzville, MO

Edward Jones

Katie Pennington is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Wentzville, MO

Edward Jones

Eric Wood is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in Wentzville, MO, Wood has spent his career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including diverse client types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national 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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Tiffany G

Series 66

Wentzville, MO

J.P. Morgan Securities

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Robert S

CFP®, Series 63, Series 65

O'Fallon, MO

STIFEL

Robert Stockdale is a CFP® with 33 years of industry experience and has been with Stifel since 1997. Based in O'Fallon, MO, he also hosts a weekly radio show with Entercom Communications. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

General retirement planning Income planning
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Sarah S

Series 66

Wentzville, MO

Edward Jones

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Series 66

O'Fallon, MO

J.P. Morgan Securities

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

General retirement planning Retirement income strategy Income planning Executive Founder/Business Owner
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Danielle D

Series 66

Warrenton, MO

Edward Jones

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Martin N

CFP®, Series 63

Wentzville, MO

LPL Financial

Martin Nadeau is a financial advisor with LPL Financial in Wentzville, MO, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America and Securities America, as well as operating his own advisory practice since 2001. Outside of advisement, he is involved in tax preparation and accounting services through Tribute Tax and Accounting in Connecticut. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and advanced technologies across discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Anne O

Series 66

Wentzville, MO

Edward Jones

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed 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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Karena M

Series 66

Dardenne Prairie, MO

Edward Jones

Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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Paul E

Series 63, Series 66

Old Monroe, MO

LPL Financial

Paul Edwards is a financial advisor with LPL Financial in Old Monroe, MO, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He has been with LPL Financial since 2011 and also holds roles at Bank of Old Monroe and Uvest Financial Services Group, Inc. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Bryce S

Series 66

O'Fallon, MO

Edward Jones

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Bruce J

Series 66, Series 65

Lake St. Louis, MO

Cetera

Bruce Jones is a financial advisor with Cetera and holds Series 66 and Series 65 licenses. He has 22 years of industry experience, including roles at Avantax Insurance Agency LLC and Jones Wealth Management. In addition to his advisory work, Jones is a CPA and member of Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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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Ashli E

Series 63, Series 65

Wright City, MO

LPL Financial

Ashli Estes is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Ryan L

Series 66

Lake St Louis, MO

Edward Jones

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Wentzville, MO

LPL Financial

Kevin Daniels is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at various firms such as United Planners' Financial Services of America and SECURITIES AMERICA, Inc. Outside of financial advising, he serves as chairman of the board of a nonprofit organization, Reclaim Christian Church. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

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

Series 66

O'Fallon, MO

STIFEL

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Thomas W

Series 63, Series 66

Ofallon, MO

Edward Jones

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Brittany P

Series 66

Lake Saint Louis, MO

Edward Jones

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. 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 network of financial advisors and branch offices across the United States.

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