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Jared N

Series 66

Columbia, IL

Edward Jones

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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William B

Series 66

St. Louis, MO

Raymond James Financial

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

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

General retirement planning Income planning
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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.

Retirement income strategy General estate planning guidance Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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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.

Business ownership considerations
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Alicia O

Series 63, Series 66

Columbia, IL

Edward Jones

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over 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 more than 23,700 advisors and 15,000 branch offices.

Wealth management Inheritance planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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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.

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

Series 66

Millstadt, IL

Edward Jones

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Brian G

Series 63, Series 66

Red Bud, IL

Edward Jones

Brian Guebert is a financial advisor with Edward Jones in Red Bud, Illinois, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

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

CFP®, Series 66

Festus, MO

STIFEL

Kyle Gowen is a financial advisor at Stifel with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel Nicolaus & Co Inc in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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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 20 years of industry experience. He previously worked at Commerce Brokerage Services, INC for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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David H

Series 63, Series 65

Fetus, MO

Cambridge Investment Research Advisors

David Hovis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2016 and previously worked with Cetera Advisor Networks LLC. Outside of his advisory role, he serves on several local boards including the Jefferson County Growth Association, the First State Community Bank board of directors, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a variety of customized and model-based portfolio strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

Charitable giving & philanthropy Active portfolio management
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Jacquelyn P

Series 66

Waterloo, IL

STIFEL

Jacquelyn Pleimann Hern is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2016, following a one-year tenure at Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Maynard H

Series 65, Series 63

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial services field, he spent 14 years at the Illinois Department of Corrections. Outside of advisory work, he oversees operations for Bricktown Holdings LLC, a management company involved in various local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering client-focused strategies using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Maximilian M

Series 65, Series 63

Festus, MO

Cambridge Investment Research Advisors

Maximilian Meadows is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 designations and has two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as involvement with Wheel House and Pappos Pizzeria and Pub. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing various portfolio management platforms and proprietary model strategies alongside access to unaffiliated strategists.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-executor and holds power of attorney responsibilities for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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

CFP®, Series 66

Freeburg, IL

Edward Jones

Clayton Mason is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Freeburg, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including a trust company and proprietary investment products.

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

Charitable giving & philanthropy Active portfolio management
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