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Timothy M

Series 66

Chesterfield, MO

Edward Jones

Timothy Madras is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Information Builders, Inc., Connor Ash P C, TRC Outdoor, and Adp LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner
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Sheryl G

Series 66

Creve Coeur, MO

Edward Jones

Sheryl Grone is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones continuously since 2008. Outside of her financial advisory role, she works as an independent contractor musician in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates with a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending options.

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

Series 63, Series 66

Chesterfield, MO

Fidelity

Keegan De Lange is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients in defining their financial goals and creating customized plans to enhance potential outcomes. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, beginning his tenure there in 2021. Prior to joining Fidelity, Keegan worked as an Associate Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Keegan has developed experience in personal finance and client relationship management. His professional journey reflects a commitment to providing financial guidance tailored to individual client needs. Outside of his professional responsibilities, Keegan enjoys family activities, fitness, golf, music, exploring food, and spending time with pets.

Wealth management
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Adam F

Series 66

Chesterfield, MO

Edward Jones

Adam Foster is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. 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 large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary 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 C

Series 63, Series 66

Wentzville, MO

Charles Schwab

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

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

Series 63, Series 65

Maryland Heights, MO

Primerica Advisors

George Hamilton is a financial advisor with Primerica Advisors in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Financial Services since 2005 and PFS Investments Inc. since 2016. In addition to his advisory work, he has been involved with the YWCA Head Start program since 2018 and previously with YWCA Metro. Primerica Advisors is a discretionary portfolio manager offering a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Megan C

Series 66

Maryland Heights, MO

Edward Jones

Megan Connell is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 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 solutions 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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Patricia S

CFP®, Series 66

St Peters, MO

Edward Jones

Patricia Stout is a CFP®-certified financial advisor with Edward Jones, where she has worked for 18 years. She holds the 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. The firm offers a range of advisory programs and investment solutions, maintains a nationwide network of financial advisors and branch offices, and manages 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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Myles Z

Series 63, Series 66

Saint Louis, MO

Cetera

Myles Zlepper is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, providing a range of portfolio management and financial planning services through a large network of independent advisors.

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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Charles S

ChFC®, Series 63

Chesterfield, MO

Cambridge Investment Research Advisors

Charles Stewart is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and the Paul Rotermund Agency. Stewart is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements.

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

Series 63, Series 66

Saint Charles, MO

Edward Jones

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

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

Series 63, Series 66

Chesterfield, MO

Edward Jones

Andre Nelson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Nelson serves as a board member for Cardinal Glennon Children's Hospital in St. Louis and provides marketing advice to a travel agency. Edward Jones is a full-service wealth management firm serving 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.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner LGBTQIA
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Russell G

Series 66

Maryland Heights, MO

Edward Jones

Russell Gatewood is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and services 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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Zachary M

Series 63, Series 66

St Louis, MO

Charles Schwab

Zachary Macha is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. 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 offers a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a formal alternative investment onboarding process.

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

Series 66

Chesterfield, MO

Fidelity

Jonathan Ruzzo is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including DoorDash, Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and Brown Smith Wallace. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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Melissa K

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Melissa Kaelin is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2007. 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, including managed wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

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

Series 63, Series 66

Chesterfield, MO

Edward Jones

David Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 2015. 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 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Founder/Business Owner
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John S

Series 63, Series 65

Saint Louis, MO

Ameriprise

John Steurer is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he is involved in office management, client service, and business planning for RDN, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Colin H

CFP®, Series 66

Chesterfield, MO

Edward Jones

Colin Hennessey is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016 and has nine years of industry experience. He is also the CEO and president of Hennessey Clothing Company, a print-to-order clothing business based in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Executive Technology Professional
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John D

Series 66

Wentzville, MO

LPL Financial

John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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