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Maynard H

Series 63, Series 65

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and one year of industry experience. Before entering the financial services field, he worked for 14 years with the Illinois Department of Corrections. Outside of advising, he owns and manages multiple business ventures through Bricktown Holdings LLC, overseeing operations of a subshop, gaming lounge, laundromat, dry cleaners, and rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of investment and event-driven planning programs.

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 63, Series 65

Festus, MO

Cambridge Investment Research Advisors

Maximilian Meadows is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Hovis & Associates, and Wheel House, among others. Outside of finance, he has experience in the hospitality sector, having worked at Pappos Pizzeria and Pub. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm utilizes multiple platforms and custodians to support discretionary and non-discretionary management and offers proprietary model strategies as well as access to unaffiliated third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor with Wells Fargo Advisors in Columbia, Illinois, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. Outside of his advisory role, he serves as co-executor and holds power of attorney duties for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial product offerings.

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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Eric S

Series 63, Series 66

Imperial, MO

Fidelity

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at CitiGroup and TD Ameritrade. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

Charitable giving & philanthropy Active portfolio management
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Erica S

Series 66

St Louis, MO

Edward Jones

Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. 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 discretionary and non-discretionary investment strategies, including 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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Chad S

Series 63, Series 65

Arnold, MO

Edward Jones

Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Bret S

Series 66, Series 65

Columbia, IL

Cetera

Bret Steffenauer is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2000 and owns Steffenauer & Associates CPAs, Inc. Outside of financial advising, he is a 50% stockholder in a real estate investment management business focused on non-residential rental properties in Columbia, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors, utilizing multiple program structures and investment strategies.

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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Christine H

Series 65, Series 63

Festus, MO

Edward Jones

Christine Hill is a financial advisor at Edward Jones in Festus, MO, with 25 years of industry experience. She has been with Edward Jones since 1994 and holds Series 65 and Series 63 designations. 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 network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Vincent W

CFP®, Series 63, Series 65

St Louis, MO

Edward Jones

Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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

Series 65, Series 63

Arnold, MO

Edward Jones

Randall Stahl is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Edward Jones since 1998. 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, supported by 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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Rita M

CFP®, Series 63, Series 66

Festus, MO

STIFEL

Rita Mahn is a CFP®-certified financial advisor with 33 years of industry experience. She has been with Stifel since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Martin N

Series 63, Series 66

Columbia, IL

Edward Jones

Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

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

Series 66

Freeburg, IL

Edward Jones

Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. 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 broad range of investment strategies and advisory services, 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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Matthew R

Series 66

Columbia, IL

Edward Jones

Matthew Reinholz is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Buckeye International and four years at Southern Illinois University Edwardsville. He holds a Series 66 designation and is based in Columbia, IL. 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 supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott S

Series 63, Series 65

Waterloo, IL

OSAIC

Scott Spinner is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Coalition Life and Northwestern Mutual. Outside of his advisory work, he has been involved with Helping Strays since 2022. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by risk assessment and rebalancing tools.

Annuities Private / alternative investments
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Kenneth C

ChFC®, Series 63, Series 65

Waterloo, IL

OSAIC

Kenneth Carrico is a financial advisor with OSAIC and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at SagePoint Financial, Inc., Investment Advisors Corp, OSAIC Services, Inc., and American General Securities Incorporated. Outside of his advisory work, he volunteers on his local parish's finance council. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Annuities Private / alternative investments
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Joshua H

Series 66, Series 63

Imperial, MO

Fidelity

Joshua Hughes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has previously worked at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision HOA, where he manages meetings and serves as the main point of contact. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a variety of portfolio management and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Joshua H

Series 66

Festus, MO

Merrill

Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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