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Joel P

Series 63, Series 65

Swansea, IL

Edward Jones

Joel Pierce is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Midwestern Securities Trading Company, LLC and Neighbors Credit Union from 2012 to 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Military & Veterans Government Employee
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Corinna B

Series 63, Series 66

St. Louis, MO

Edward Jones

Corinna Bommarito is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Sabrina M

Series 66

St. Louis, MO

Edward Jones

Sabrina Marsh is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. 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 investment solutions along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through 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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Thomas H

Series 66

Webster Groves, MO

Fidelity

Thomas Hillmeyer is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at TopGolf and FSC Securities Corporation. Outside of his advisory role, he serves as a referee for youth basketball games at Annunciation Catholic Parish in Webster Groves, Missouri. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through various platforms.

Charitable giving & philanthropy Active portfolio management
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Joshua K

CFP®, Series 63, Series 65, Series 66

St. Louis, MO

Edward Jones

Joshua Kettleson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Midland Financial Advisors Inc and Midland States Bank. Outside of finance, he is a passive owner of Amy Kettleson Photography, LLC, a portrait photography business. 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 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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William L

Series 66

Imperial, MO

Fisher Investments

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Mary R

Series 66

O'Fallon, IL

Edward Jones

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Ashley M

Series 66

Fairview Heights, IL

J.P. Morgan Securities

Ashley Matheis is a financial advisor with J.P. Morgan Securities LLC who holds a Series 66 designation and has six years of industry experience. Her career includes roles at firms such as Fidelity Security Life Insurance Company, Citigroup, Wells Fargo, and PlanMember Securities Corporation. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates under a structure that includes security-based swap dealing and futures commission merchant registrations.

Wealth management Executive Founder/Business Owner
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Jason R

Series 66

St. Louis, MO

Edward Jones

Jason Rye is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee solutions, 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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Patrick R

CFA®, Series 66

St. Louis, MO

Edward Jones

Patrick Reed is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. Based in St. Louis, MO, Reed has spent his career at this institution, which is one of the largest wealth management firms in the U.S. Edward Jones serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other specialized services.

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

Series 66

St. Louis, MO

Edward Jones

Josephine Sangiorgio Hirth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Her work history includes roles at Edward Jones since 2019 and four years at HeplerBroom prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by 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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Elizabeth L

Series 66

St. Louis, MO

Edward Jones

Elizabeth Lyons is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lawrence Kamin Saunders & Uhlenhop LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and proprietary money market funds.

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

Series 66

St. Louis, MO

Edward Jones

Angela Chilcutt is a financial advisor at Edward Jones with 18 years of experience at the firm and 13 years in the industry. She holds the Series 66 designation and is based in Defiance, Missouri. Outside of her advisory role, she manages a rental property in Lake St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, 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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Jacob F

Series 66

St. Louis, MO

Edward Jones

Jacob Fischer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 9 years of industry experience. He has been with Edward Jones since 2007 and is also involved with Kirkwood Library and Maryville University. Outside of his advisory role, Fischer authors articles for academic journals and presents on psychological principles in the workplace at professional education conferences. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, 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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Matthew S

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Sheets is a financial advisor at Edward Jones in Saint Charles, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 and affiliated investment 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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Corey C

Series 66

St. Louis, MO

Edward Jones

Corey Conway is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at The Bank of Houston and six years at WJR Jr. LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services 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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Karen H

Series 66

St. Louis, MO

Edward Jones

Karen Hampton is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her financial services career, she spent ten years with Heart of America Bariatrics, LLC. 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 services, including discretionary and non-discretionary 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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Steven K

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kopf is a financial advisor at Edward Jones with 31 years of industry experience. He has worked at Edward Jones and Edward D. Jones & Co., L.P. since 1996 and was previously with First Financial Planners. Kopf holds Series 63 and Series 66 designations. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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April K

Series 63, Series 66

St. Louis, MO

Edward Jones

April Klobe is a financial advisor with Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 1997. 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 more than 23,700 financial advisors.

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

CFP®, Series 66

St Louis, MO

Edward Jones

James Parrott III is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all with Edward Jones since 2016. Outside his advisory role, he is a partner in Los Gemelos Eventos, a catering business where he helps serve at weekend events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, 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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