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Rose F

Series 66

Maryville, IL

Edward Jones

Rose Fisher is a Series 66-credentialed financial advisor with Edward Jones, based in Maryville, Illinois. She has one year of industry experience and has worked at Edward Jones since 2018, following a role at Vatterott College. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Amy G

CFP®, Series 66

Maryville, IL

Edward Jones

Amy Godar is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment products.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Inheritance planning Retired Founder/Business Owner Executive
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Alicia S

Series 66

Maryland Heights, MO

Edward Jones

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Edward Jones since 2005. 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 wrap fee strategies, access to 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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Michael S

Series 63, Series 66

Glen Carbon, IL

Edward Jones

Michael Seefeldt is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the advisory board for a St. Louis bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates 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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Daniel B

Series 66

Maryland Heights, MO

Edward Jones

Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, 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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Vanessa V

Series 66

Maryland Heights, MO

Edward Jones

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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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Stephen G

Series 66

Edwardsville, IL

Charles Schwab

Stephen Groves is a financial advisor with Charles Schwab in Edwardsville, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Charles Schwab in 2021, he spent ten years at Greenville University, where he currently serves as Outdoor Adventure Director. He is also a board member of Durley Camp and Retreat Center, participating in planning for the camp's future. 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 investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

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

Series 66

Maryland Heights, MO

Edward Jones

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 financial advisors and branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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 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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Amy A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Ghillean G

Series 66

Maryland Heights, MO

Edward Jones

Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which 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 manages approximately $1.01 trillion in assets under management 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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Todd T

Series 63, Series 65

Edwardsville, IL

Morgan Stanley

Todd Thrasher is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at various Morgan Stanley divisions since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

General estate planning guidance
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Kyle S

Series 66

Maryville, IL

Edward Jones

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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Thomas C

CFP®, Series 63, Series 65

Glen Carbon, IL

Edward Jones

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2002. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Nancy W

Series 66

Maryland Heights, MO

Edward Jones

Nancy Werner is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Epsilon (ADS Alliance Data Systems) for 21 years and has experience as a marketing consultant and a role at Lindenwood University. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, 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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Elijah G

Series 66

Maryland Heights, MO

Edward Jones

Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, 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 individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, 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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Jacob L

ChFC®, Series 66

East Alton, IL

Cambridge Investment Research Advisors

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. He has worked at Cambridge Investment Research since 2013. Lowry is a co-founder of The WealthCare Group and owner of Lowry Financial Group, where he focuses on Medicare servicing and education. He also serves as a board member of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary management tailored to client objectives.

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