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Alex P

Series 63, Series 66

Fenton, MO

J.P. Morgan Securities

Alex Pagan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Bank of America prior to joining J.P. Morgan. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Miquez H

CFP®, Series 66

St. Louis, MO

Edward Jones

Miquez Hadley is a CFP® and Series 66–licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2008. He has 17 years of industry experience. Hadley is also a joint owner of Rockn'Mike Collectibles, an LLC based in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory and managed investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Karen Rother is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors, offering various advisory programs, separately managed accounts, affiliated mutual funds, and a securities-based lending option under a fiduciary standard.

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

CFP®, CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Timothy Melly is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its large network of advisors and branches as well as its comprehensive advisory and trust capabilities.

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

Series 66

St. Louis, MO

Edward Jones

Destiny Hartsfield is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She previously attended the University of Missouri from 2019 to 2023. 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 broad range of advisory programs and investment strategies through 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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Mark W

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Webster is a CFA® charterholder with 11 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Moneta Group Investment Advisors and Stifel Nicolaus & Co. Inc. He also has experience at Southern Illinois University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets 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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Michael S

Series 66

St. Louis, MO

Edward Jones

Michael Schonhoff is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was affiliated with several educational institutions including Christian Brothers College High School, Incarnate Word Academy, and St. Louis University High School. 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 investment strategies, affiliated mutual funds, and fiduciary advisory services 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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Matthew R

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Roth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1995. 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.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Family Business Business succession planning Wealth management Founder/Business Owner
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Katie S

Series 66

St. Louis, MO

Edward Jones

Katie Stephan is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and supports its advisory services with 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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Patrick O

Series 66

Belleville, IL

Edward Jones

Patrick Oglesby is a financial advisor with Edward Jones in Belleville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked for Endeavor Capital LLC, doing business as Homestead Financial Mortgage, from 2011 to 2019 before joining Edward Jones in 2019. 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, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Founder/Business Owner
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Kenyon H

Series 66

St. Louis, MO

Edward Jones

Kenyon Hails is a financial advisor with Edward Jones in Wildwood, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Kohl’s Department Stores for 18 years. He owns and manages farmland and a vacation rental condo with limited day-to-day involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and offices.

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

Series 66

St. Louis, MO

Edward Jones

Eugene Stumpf is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of advisory work, he is involved in real estate land leases, including ownership interests in properties leased to a car wash and a restaurant. 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 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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Melissa H

Series 63, Series 66

St. Louis, MO

Edward Jones

Melissa Humphrey is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Contemporary Productions LLC and Harris-Stowe State University. Humphrey is a member of Alpha Kappa Alpha Sorority, Incorporated, serving on its budget and finance committee, and owns The Cleaner Source, a home cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

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

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Business ownership considerations
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Kimberlie M

Series 66

St. Louis, MO

Edward Jones

Kimberlie Mcclelland is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. 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 supported by a large network of over 23,700 financial advisors nationwide.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Robert Steiner is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Steiner serves on the Executive Advisory Board at Saint Louis University and is a member of the Board of Directors for Lafayette Industries. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Ivan A

Series 66

St. Louis, MO

Edward Jones

Ivan Abernathy is a financial advisor at Edward Jones with 24 years of industry experience. He 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 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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Ryan Y

Series 63, Series 65

Des Peres, MO

LPL Financial

Ryan Yeaton is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, Yeaton is involved in a musical group called Slay the Giant that produces and distributes musical content. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

College savings (529s, UTMA, etc.)
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Shantia C

Series 66

St. Louis, MO

Edward Jones

Shantia Coley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years at Edward Jones and a total of eight years in the industry. Her prior experience includes roles at Wells Fargo Bank NA, National Litigation Law Group, and Hedrick Gardner Kincheloe & Garofalo. She is also the founder of a diversity and wellness workshop business serving nonprofits, schools, and other organizations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs 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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James L

Series 66

St. Louis, MO

Edward Jones

James Linck is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

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