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Courtney W

Series 66

Hazelwood, MO

Edward Jones

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 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, offering a range of advisory programs and investment solutions supported by 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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Tony G

Series 63

Maryland Heights, MO

Edward Jones

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

CFA®

Edwardsville, IL

Raymond James Financial

Darren Wright is a CFA® charterholder based in Edwardsville, IL, with two years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and First Mid Wealth Strategies since 2024, following prior roles at CNB Bank & Trust, NA, Busey Bank, and TheBANK of Edwardsville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and uses advanced analytical tools, supporting clients through advisory programs and maintaining notable municipal and public-finance advisory capabilities.

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

Series 66

Florissant, MO

Edward Jones

Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Eric T

Series 66

Hazelwood, MO

Edward Jones

Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Matthew P

Series 66

Maryland Heights, MO

Edward Jones

Matthew Palasky is a financial advisor at Edward Jones with ten 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Emma B

Series 66

Maryland Heights, MO

Edward Jones

Emma Benesek is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and worked previously at the University of Arkansas in Fayetteville and Freddy's Frozen Custard & Steakburgers. 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 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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Amy W

Series 63, Series 65

Edwardsville, IL

Equitable Advisors

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors, LLC and Stifel. Outside of advising, she participates in market research activities on a monthly basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm offers a range of investment programs and fiduciary services, leveraging both proprietary and third-party solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Darick H

Series 63, Series 66

Edwardsville, IL

Charles Schwab

Darick Hayes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Apex Network Physical Therapy. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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

Series 63, Series 65

Edwardsville, IL

Cambridge Investment Research Advisors

John Graney is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nicol Investors Corporation and Lexow Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 63, Series 66

Dow, IL

Edward Jones

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Robin K

CFP®, Series 66

Wood River, IL

Edward Jones

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over 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, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Arica H

Series 66

Maryland Heights, MO

Edward Jones

Arica Harris is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 advisory strategies, including discretionary and non-discretionary managed solutions, 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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Jacquelyn S

CFP®, Series 63, Series 66

Glen Carbon, IL

Edward Jones

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions 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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Nora S

Series 66

Godfrey, IL

Edward Jones

Nora Steiner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Starbucks and Southern Illinois University Edwardsville. 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 options, managing approximately $1.01 trillion in assets, 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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Analisa E

Series 66

Edwardsville, IL

STIFEL

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

General retirement planning Income planning
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Stephanie L

Series 66

Maryland Heights, MO

Edward Jones

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 years of industry experience. She has been with Edward Jones since 2007. 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 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 P

CFP®, Series 66

Wood River, IL

Edward Jones

James Pipkin is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones in Wood River, IL since 2014. 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 a range of discretionary and non-discretionary investment 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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Lauren V

Series 66

Glen Carbon, IL

Edward Jones

Lauren Von Qualen is a financial advisor with Edward Jones in Glen Carbon, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Carrollton Financial Advisors and Mike Fahnestock State Farm. She has also been involved with Wild Pickins Winery for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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