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Chad H

Series 66

Maryville, MO

Edward Jones

Chad Hannigan is a financial advisor at Edward Jones in Maryville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott N

Series 66

Maryville, MO

Edward Jones

Scott Nielson is a financial advisor with Edward Jones in Maryville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with the Rochester Catholic School System and the Northwest Missouri State University Athletic Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive
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Emma L

Series 66

Maryville, MO

Edward Jones

Emma Lance is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the USDA Farm Service Agency for seven years and the USDA Natural Resources Conservation Service for one year. She holds a Series 66 designation. 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 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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Dannen M

Series 66

Maryville, MO

Cetera

Dannen Merrill is a financial advisor with Cetera and holds a Series 66 credential. He has four years of industry experience and also serves as mayor of Maryville, Missouri. Merrill is involved in several other activities including ownership in a CPA firm, serving as treasurer for local organizations, and leading a fraternity alumni association as president. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual and institutional clients with access to a multi-manager platform that includes affiliated and third-party managers across various program structures.

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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Janette P

CFP®, Series 66

Maryville, MO

Edward Jones

Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through 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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James K

Series 63, Series 66

Maryville, MO

Edward Jones

James Kurz is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Beyond his advisory role, Kurz serves as a board member for the Maryville School District in Maryville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

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

Series 66

Maryville, MO

Edward Jones

Kelli Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Talent Groups and Queen Consulting Group, Inc. She was also employed by the International Association of Administrative Professionals for six years. 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, 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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