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Julie B

Series 66

Jerseyville, IL

LPL Financial

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and over 25 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in farm ownership through a perpetual lease with a cell tower company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew S

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

St Charles, MO

Edward Jones

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Matthew H

CFP®, Series 65, Series 63

Saint Charles, MO

Fidelity

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management
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Mary A

Series 63, Series 65

Saint Charles, MO

LPL Financial

Mary Alsup Niedergerke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long-term association with First State Bank of St. Charles dating back to 1990, alongside 30 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research models and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer K

Series 66

Florissant, MO

Edward Jones

Jennifer Kollias is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones from 2012 to 2025. Outside of her advisory role, Kollias serves as Vice President of Fundraising for the Timberland High School Band Booster, coordinating fundraising efforts for the band’s activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a variety of investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard while offering services such as tax-efficient overlay and securities-based lending.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Inheritance planning Founder/Business Owner Intergenerational Families Divorced
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Natalie S

Series 66

St Charles, MO

Edward Jones

Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Brian P

Series 63, Series 65

St. Peters, MO

LPL Financial

Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Simmons Bank, PNC Investments, U.S. Bancorp Investments, and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew W

Series 66

St. Charles, MO

Cetera

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

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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Karen W

Series 66

Jerseyville, IL

OSAIC

Karen Weible is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial and Edward Jones prior to joining OSAIC. In addition to her advisory work, she operates two sole proprietorships focused on financial analysis and divorce financial solutions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization supported by various investment strategies and third-party platforms.

Annuities Private / alternative investments
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Vincent T

Series 66

St Peters, MO

Edward Jones

Vincent Taormina is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of finance, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark R

Series 63, Series 65

Saint Charles, MO

Primerica Advisors

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Pamela S

ChFC®, Series 63, Series 66

Florissant, MO

Edward Jones

Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. 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. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 66

Alton, IL

Wells Fargo Clearing

Robert Stegemeier is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016 and at Central Bank since 1986. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources to support its investment approach.

Retired Founder/Business Owner
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Anushri F

CFP®, Series 66

Saint Peters, MO

Edward Jones

Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. 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 investment solutions with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Ryan W

Series 66, Series 63

Saint Charles, MO

Charles Schwab

Ryan Windish is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Mercy Hospital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment guidance combines multi-asset model portfolios, periodic advisory recommendations, and access to discretionary separately managed accounts through an affiliated investment manager.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Jeffrey P

CFP®, ChFC®, Series 66

St Charles, MO

Edward Jones

Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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

Series 66

St Charles, MO

Wells Fargo Advisors

Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations, with clients able to implement these recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan A

Series 63, Series 66

St. Charles, MO

Fidelity

Ryan Abate is a financial advisor with Fidelity Investments based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity, Wells Fargo, Charles Schwab, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Andrea Y

CFP®, Series 66

Jerseyville, IL

Edward Jones

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Charitable giving tax strategies Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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