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Brian F

Series 66

Wentzville, MO

Edward Jones

Brian Frazzetta is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 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, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard, notable for its extensive retail advisor and branch presence as well as affiliated capabilities beyond traditional advisory services.

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

ChFC®, Series 66

Lake St Louis, MO

Edward Jones

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Katie P

Series 66

Wentzville, MO

Edward Jones

Katie Pennington is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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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Eric W

Series 63, Series 66

Wentzville, MO

Edward Jones

Eric Wood is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in Wentzville, MO, Wood has spent his career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including diverse client types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national 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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Tiffany G

Series 66

Wentzville, MO

J.P. Morgan Securities

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. 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 select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Austin H

Series 66

St Peters, MO

Edward Jones

Austin Hess is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sarah S

Series 66

Wentzville, MO

Edward Jones

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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 advisors and branch offices.

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

Series 66

O'Fallon, MO

J.P. Morgan Securities

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

General retirement planning Retirement income strategy Income planning Executive Founder/Business Owner
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Martin N

CFP®, Series 63

Wentzville, MO

LPL Financial

Martin Nadeau is a financial advisor with LPL Financial in Wentzville, MO, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America and Securities America, as well as operating his own advisory practice since 2001. Outside of advisement, he is involved in tax preparation and accounting services through Tribute Tax and Accounting in Connecticut. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and advanced technologies across discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Anthony L

Series 66

Cottleville, MO

LPL Financial

Anthony Lemon is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at First Community Credit Union and Edward Jones. He operates a DBA for investment services connected to his work at First Community Credit Union. 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. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Anne O

Series 66

Wentzville, MO

Edward Jones

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 through a nationwide network of more than 23,700 financial advisors 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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Sandra S

Series 63, Series 65

Saint Peters, MO

Wells Fargo Advisors

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

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

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed 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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Matthew S

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

O'Fallon, MO

Raymond James Financial

Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

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

CFP®, Series 66

St Peters, MO

Edward Jones

Brian Donnelly is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He holds a Series 66 license and is based in St. Peters, MO. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Mark C

Series 63, Series 66

St Charles, MO

Edward Jones

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Karena M

Series 66

Dardenne Prairie, MO

Edward Jones

Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. 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.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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Lillie L

Series 63, Series 65

St. Peters, MO

LPL Financial

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, MML Investor Services, LLC, and U.S. Bancorp Investments, Inc. Outside of her advisory work, she is involved with Cornerstone Wealth Services and L Powell Investments LLC. 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 consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.

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

Series 63, Series 66

Old Monroe, MO

LPL Financial

Paul Edwards is a financial advisor with LPL Financial in Old Monroe, MO, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He has been with LPL Financial since 2011 and also holds roles at Bank of Old Monroe and Uvest Financial Services Group, Inc. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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