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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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Joseph M

CFP®, Series 66

Florissant, MO

Edward Jones

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Madison S

Series 66

Florissant, MO

Edward Jones

Madison Smith is a Series 66 licensed financial advisor with Edward Jones in Florissant, MO, where she has worked since 2017. She has eight years of industry experience and previously held positions at Webster University. Outside of her advisory role, Madison is the founder of Synclarity Associates, a consulting and freelance writing business, and an author for Creative Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services beyond investment advisory.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Government Employee Intergenerational Families
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Ronald F

Series 66, Series 63

Florissant, MO

Edward Jones

Ronald Faintich is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, 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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Gregory F

Series 63, Series 65

Bethalto, IL

LPL Financial

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Grove Point Investments LLC, Woodbury Financial Services INC, and First National Bank in Staunton. He also owns Frazier Tax Services, Inc., which provides tax preparation and accounting services. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

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

Series 66

Bethalto, IL

Edward Jones

David Devall is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Hazelwood, MO

Edward Jones

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Inheritance planning Retired Founder/Business Owner Executive
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Darren W

CFA®

Edwardsville, IL

Raymond James Financial

Darren Wright is a CFA® charterholder based in Edwardsville, IL, with two years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and First Mid Wealth Strategies since 2024, following prior roles at CNB Bank & Trust, NA, Busey Bank, and TheBANK of Edwardsville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and uses advanced analytical tools, supporting clients through advisory programs and maintaining notable municipal and public-finance advisory capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen S

Series 66

Florissant, MO

Edward Jones

Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families
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Eric T

Series 66

Hazelwood, MO

Edward Jones

Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Amy W

Series 63, Series 65

Edwardsville, IL

Equitable Advisors

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors, LLC and Stifel. Outside of advising, she participates in market research activities on a monthly basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm offers a range of investment programs and fiduciary services, leveraging both proprietary and third-party solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Darick H

Series 63, Series 66

Edwardsville, IL

Charles Schwab

Darick Hayes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Apex Network Physical Therapy. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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

Series 63, Series 65

Edwardsville, IL

Cambridge Investment Research Advisors

John Graney is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Nicol Investors Corporation, Lexow Financial Services, and Forvis Mazars Wealth Advisors, LLC. 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 offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Karie M

Series 63, Series 66

Dow, IL

Edward Jones

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

Wood River, IL

Edward Jones

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Jacquelyn S

CFP®, Series 63, Series 66

Glen Carbon, IL

Edward Jones

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Godfrey, IL

Edward Jones

Nora Steiner is a financial advisor with Edward Jones, holding the Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked in various roles including at Starbucks and Southern Illinois University Edwardsville. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

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

Series 66

Edwardsville, IL

STIFEL

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

General retirement planning Income planning
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James P

CFP®, Series 66

Bethalto, IL

Edward Jones

James Pipkin is a financial advisor at Edward Jones in Bethalto, IL, with 11 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Lauren V

Series 66

Edwardsville, IL

Edward Jones

Lauren Von Qualen is a financial advisor at Edward Jones in Edwardsville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Carrollton Financial Advisors and Mike Fahnestock State Farm. 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 nationwide network of advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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