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Matthew J

Series 63, Series 66

Edwardsville, IL

Edward Jones

Matthew Johnson is a financial advisor with Edward Jones in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the owner of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jermaine T

Series 66, Series 63

Florissant, MO

Wells Fargo Advisors

Jermaine Tart is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 65

Glen Carbon, IL

Cetera

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

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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Paige G

Series 66

Florissant, MO

LPL Financial

Paige Gonzalez is a financial advisor with LPL Financial in Florissant, MO, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, she worked for nine years at Edward Jones. She is also involved with retirestrong planners, providing tax preparation and accounting services on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dominick M

Series 63, Series 66

Edwardsville, IL

Charles Schwab

Dominick Moscardelli is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

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

Series 63, Series 65

Glen Carbon, IL

Edward Jones

Denise Arendell is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Outside of her advisory role, she is co-owner and CEO of Graceology LLC, a spirits brand that donates a portion of its net profits to local nonprofits. 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, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Jeffrey W

Series 63, Series 65

Edwardsville, IL

LPL Financial

Jeffrey Westerhold is a financial advisor with LPL Financial in Edwardsville, Illinois, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting a large network of investment adviser representatives with various discretionary and non-discretionary investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maxwell E

Series 66

Edwardsville, IL

Morgan Stanley

Maxwell Elbe is a financial advisor with Morgan Stanley in Edwardsville, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Goosehead Insurance and involvement with the University of Mississippi and Twin Lake Trucking. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

General estate planning guidance
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Brendan B

Series 66

Florissant, MO

Edward Jones

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory 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.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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Emily S

Series 66

Glen Carbon, IL

Edward Jones

Emily Short is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 over $1 trillion in assets and offers a range of advisory services, 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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Dustin J

Series 66

Glen Carbon, IL

Edward Jones

Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through 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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Edward H

Series 66

Godfrey, IL

Morgan Stanley

Edward Hansen is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets and A.G. Edwards & Sons. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Craig S

Series 63, Series 65

St. Louis, MO

Cetera

Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment managers.

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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Jacob B

Series 66

Jennings, MO

J.P. Morgan Securities

Jacob Brown is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for five years, Citibank for two years, and AT&T for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Founder/Business Owner
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Kyle W

CFP®, Series 66

Collinsville, IL

Edward Jones

Kyle Webster is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Edward Jones in Collinsville, IL, where he has worked since 2022. Prior to that, he spent time at Raymond James Financial Services Advisors, Bank of America N.A., and Merrill. 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 maintains a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Timothy M

CFP®, Series 66

Edwardsville, IL

Edward Jones

Timothy Mahnesmith is a CFP® certificant and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of advisors and branch offices.

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

CFP®, ChFC®, Series 66

Florissant, MO

Edward Jones

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Exec comp design Startup equity planning Active portfolio management Business ownership considerations Founder/Business Owner Executive Doctor or Medical Professional Intergenerational Families
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Emily B

Series 66

Glen Carbon, IL

LPL Financial

Emily Berkenbile is a financial advisor with LPL Financial, holding a Series 66 designation and having approximately two years of industry experience. She has previously worked at West & Company and Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and multiple institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas O

Series 66

Florissant, MO

Edward Jones

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and 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 investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive Women's Finance Widow/Widower Women Professionals
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Stanley B

Series 66, Series 63

Edwardsville, IL

LPL Financial

Stanley Beltramea is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Reinsurance Group of America from 2020 to 2026 and held positions at TricorBraun, Mark Andy, and Armstrong Energy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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