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Matthew M

Series 66

Wentzville, MO

Edward Jones

Matthew Mc Donnell is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages a townhouse rental property in Wentzville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional services such as trust company capabilities and securities-based lending.

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

Series 63, Series 65

O'Fallon, MO

Cambridge Investment Research Advisors

Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 29 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is involved in independent insurance sales and mortgage origination. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

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

Series 66

Moscow Mills, MO

Edward Jones

Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Kristine K

Series 66

Wentzville, MO

Edward Jones

Kristine Kamman is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 license and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a large network of advisors and branch offices nationwide.

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

Series 63, Series 65

Wentzville, MO

Edward Jones

Don Kohlman is a financial advisor with Edward Jones in Wentzville, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 26 years at Edward Jones. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Pamela T

Series 66

Moscow Mills, MO

Edward Jones

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. 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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Tina M

Series 66

Foristell, MO

Edward Jones

Tina Mapes is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2021. She has 10 years of industry experience, including five years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an adjunct instructor at Hannibal-La Grange University, facilitating online business courses. 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 investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 63, Series 65

O'Fallon, MO

LPL Financial

Robin Marchbanks is a financial advisor with LPL Financial in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a notary public in Missouri and is involved with Midwest Home Inventory Services, LLC, as well as the Scott Biondo Detective Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Erin W

Series 66

Wentzville, MO

Edward Jones

Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Warrenton, MO

Edward Jones

Adam Lawler is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Missouri Farm Bureau Insurance and Old Dominion Freight Lines. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Brittney O

Series 66

Lake St Louis, MO

Edward Jones

Brittney Obrien is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC. Outside of advising, Brittney has worked as a restaurant server in Lake St Louis, MO. 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, managing approximately $1.01 trillion in assets through 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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Sandra P

Series 63, Series 66

Wentzville, MO

LPL Financial

Sandra Pruett is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Jana S

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly H

Series 66

Wentzville, MO

LPL Financial

Kelly Huff is a financial advisor with LPL Financial in Wentzville, Missouri, holding the Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and concurrently serves at Vantage Credit Union, where he manages CD’s, IRAs, deferred compensation, and member services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Stephanie M

CFP®, Series 63, Series 65

Lake St Louis, MO

Edward Jones

Stephanie Mc Fadden is a CFP®-designated financial advisor with Edward Jones in Lake St Louis, MO, bringing 28 years of industry experience. She previously worked at Brighthouse Securities, LLC and MetLife Investors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and is known for its extensive retail advisor network and affiliated financial services.

Divorce financial planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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David P

Series 66

Lake Saint Louis, MO

Edward Jones

David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad 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 through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

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

Series 63, Series 66

Ofallon, MO

Edward Jones

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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

Series 66

O'Fallon, MO

LPL Financial

Thomas Kriss is a financial advisor with LPL Financial in O’Fallon, Missouri, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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Paul W

Series 66

Wentzville, MO

Edward Jones

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Justin R

Series 66

O'Fallon, MO

Edward Jones

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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