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Tiffany J

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Tiffany Jordan is a CFP® professional with 26 years of industry experience, serving as a financial advisor at Edward Jones since 1999. She holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices. The firm provides discretionary and non-discretionary 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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Ryan A

Series 66

St. Louis, MO

Edward Jones

Ryan Albrecht is a Series 66-registered financial advisor with Edward Jones, based in St. Louis, MO. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 advisory programs, 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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Renee S

Series 66

St. Louis, MO

Edward Jones

Renee Sarakas is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2009, based in Saint Charles, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Dawn Hecker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Sofia L

Series 66

St. Louis, MO

Edward Jones

Sofia Lasarte is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Montgomery Bank. Prior to entering the financial industry, she spent seven years in full-time education. 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 through a nationwide network of about 23,701 advisors and offers 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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Amanda B

Series 66

St. Louis, MO

Edward Jones

Amanda Boyce is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates 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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Paul S

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Paul Simmons is a financial advisor with Edward Jones in St. Louis, MO. He holds the CFP®, CFA®, and Series 66 credentials and has 16 years of industry experience, including over 17 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Tiffany C

CFP®, Series 66

St. Louis, MO

Edward Jones

Tiffany Chambers is a CFP® professional with 18 years of industry experience, currently advising clients at Edward Jones since 2007. She holds a Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Michael Bohler is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary 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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Megan S

Series 66

Bamhart, MO

Ameriprise

Megan Siracusa is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Money Concepts Capital Corp and Fortune Investment Services LLC. In addition to her advisory role, she is involved with Southern Bank as a financial advisor in wealth management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Megan S

Series 66

St. Louis, MO

Edward Jones

Megan Stine is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016, accumulating eight years of industry experience. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

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

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Debra Coogan is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, with 27 years of industry experience. She has been with Edward Jones and its predecessor firm since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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Richard B

Series 66

St. Louis, MO

Edward Jones

Richard Bettger is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at Moneta Group Investment Advisors, LLC and Stifel, Nicolaus & Co., Inc. Bettger is based in St. Louis, 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 options supported by a large network of financial advisors and branch offices, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Meghan Brennan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008 and also has a longstanding role at Barnes and Noble Booksellers since 2007. 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 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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Deanna B

Series 66

St. Louis, MO

Edward Jones

Deanna Bell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of experience at the firm and 8 years in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, 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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Sophie L

Series 66

St. Louis, MO

Edward Jones

Sophie Lingle is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She holds a Series 66 designation and previously worked at Central Bank of Boone County and in the food service industry at Lubeley's Bakery & Deli. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Koreen W

Series 63, Series 66

Des Peres, MO

LPL Financial

Koreen Wallis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She worked at Edward Jones for 20 years before joining LPL Financial in 2026. Outside of her advisory role, she is involved with Start 2 Finish Events, an event management and timing business in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and utilizes various operational and research tools to support its advisory network.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Yulia Migdalovich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 2001. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with 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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