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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 worked at Stifel, Nicolaus & Co., Inc., Moneta Group Investment Advisors, LLC, and Saint Louis University prior to his current role. Bettger is based in St. Louis, MO. 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, operating under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

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 17 years of industry experience. She has worked at Edward Jones since 2008 and has also been employed with Barnes & Noble Booksellers since 2007. 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 advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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 in Des Peres, MO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She spent 20 years at Edward Jones before joining LPL Financial in 2026. Outside of her advisory work, Wallis is involved in event management and timing for local races through Start 2 Finish Events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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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Ruth C

CFP®, Series 63

Swansea, IL

Financial & Business Consultants

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.

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