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Brent F

Series 63, Series 66

Jerseyville, IL

LPL Financial

Brent Fulkerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, TD Ameritrade, and Scottrade. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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

Series 63, Series 66

Jerseyville, IL

Edward Jones

Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Medford is involved in coaching basketball at the high school and community college levels and runs a youth basketball camp in Jerseyville. 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 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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David C

Series 66

Saint Charles, MO

Edward Jones

David Chartrand is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a fiduciary for the Fern C Bauer Educational Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

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

CFP®, CFA®, Series 66

Saint Charles, MO

Edward Jones

Sean Hickey is a financial advisor at Edward Jones in Saint Charles, MO, holding CFP®, CFA®, and Series 66 credentials with 16 years of industry experience, all of which he has spent at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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

Series 66

Florissant, MO

Merrill

Rodney Bozeman II is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His previous roles include positions at TD Ameritrade/Charles Schwab and Fidelity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Arthur F

Series 66

Alton, IL

Edward Jones

Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Steven S

Series 66

St. Charles, MO

Wells Fargo Advisors

Steven Smith is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 designation and 13 years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at Cushman & Wakefield. Outside of finance, he works as a security consultant providing oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a diverse client base through comprehensive financial planning and investment management services.

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

CFP®, Series 66

St Peters, MO

Edward Jones

Matthew Mc Bride is a financial advisor at Edward Jones in St Peters, Missouri, holding the CFP® certification and Series 66 license. He has seven years of industry experience, including prior roles at First State Bank of St. Charles and Cornerstone Mortgage, Inc. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and assets under management exceeding $1 trillion.

General retirement planning Retired Founder/Business Owner Executive
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Timothy B

Series 63, Series 66

Alton, IL

Wells Fargo Clearing

Timothy Brueggeman is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois, where he contributes to management and event planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Stephen S

CFP®, ChFC®, Series 63, Series 65

St Peters, MO

Edward Jones

Stephen Schreiber is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2019, following a 14-year tenure at First Heartland Capital Inc. Based in St Peters, MO, Schreiber holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Rebecca M

CFP®, Series 66

St Peters, MO

Edward Jones

Rebecca Mc Nulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at HM Capital Management and Botz Deal & Company PC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, 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, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Brianne E

Series 63, Series 66

Alton, IL

Edward Jones

Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. 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 network of financial advisors and branch offices across the United States.

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

CFP®, Series 66

Florissant, MO

Edward Jones

Daniel Schubert is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015 and holds the Series 66 designation. Based in Florissant, MO, he serves a diverse client base through his role at the firm. 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 and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

CFP®, Series 66

Alton, IL

Raymond James Financial

John Hoelscher is a CFP® and Series 66-licensed financial advisor with Raymond James Financial, based in Alton, IL, bringing three years of industry experience. Prior to his current role, he worked for John Deere for 14 years. He is the owner of Confluence Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary recommendations aligned with client goals.

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

Series 63, Series 65

Godfrey, IL

Raymond James Financial

Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.

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

Alton, IL

Cetera

Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 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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Justin M

Series 66

Saint Peters, MO

Raymond James Financial

Justin Miller is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisor role, he owns and operates two support companies, CAKKS Financial LLC and Fireside Financial. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical 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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Shane M

CFP®, Series 66

St Charles, MO

Edward Jones

Shane Myers is a CFP® professional with 16 years of experience in financial advising. He has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets through its nationwide network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

General estate planning guidance Multi-generational wealth transfer Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Amy O

CFP®, Series 63, Series 66

Saint Peters, MO

Raymond James Financial

Amy O Neill is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2015 and was previously associated with One Financial Group from 2018 to 2021. Outside of her advisory work, O Neill is CEO and branch manager of two support companies, One Financial Group and Schneider Asset Management Group LLC. 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 consulting using quantitative tools and supports municipal and public-finance work through a unique institutional affiliation.

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