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Mitchell K
Series 66
Sullivan, MO
Mitchell Kramer Advisors LLC
Mitchell Kramer is a financial advisor with Mitchell Kramer Advisors LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Stifel from 2019 to 2023 and has experience in insurance and various other roles. Outside of finance, Kramer is involved in equine and rodeo announcing through his ownership of CowboyCast and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary management, primarily recommending blue-chip equities alongside other investment vehicles.
David I
ChFC®, Series 63, Series 65
Sullivan, MO
Empower Advisory Group
David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. His prior experience includes roles at Cetera and Paramount Financial LLC. Outside of finance, he is a co-owner of Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services closely with Empower’s recordkeeping and administrative platforms.
Donald G
CFP®, Series 66
Sullivan, MO
Edward Jones
Donald Greenwalt Jr. Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wallis Oil Company, Inc. from 2010 to 2018. He is also involved as a capital investor and labor participant in crop farming through Rum Farms, 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 strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Hannah M
Series 63, Series 65
Sullivan, MO
Edward Jones
Hannah Meeks is a financial advisor at Edward Jones with 10 years of industry experience. She previously worked at Merrill Lynch/Bank of America and Primerica Financial Services. She holds Series 63 and Series 65 licenses. 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 affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.
Abigail G
Series 66
Cuba, MO
Edward Jones
Abigail Garms is a Series 66 licensed financial advisor with Edward Jones, based in Cuba, MO, with seven years of industry experience. She previously worked at Stifel from 2016 to 2020 before joining Edward Jones in 2020. 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 across a broad network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and alternative investments.
Jennifer A
Series 63, Series 66
Sullivan, MO
Edward Jones
Jennifer Aven is a financial advisor with Edward Jones in Sullivan, Missouri, holding Series 63 and Series 66 licenses and with 32 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she serves on the board of MoBap Hospital and is a member of the Mo Baptist Hospital Foundation board. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and a range of overlay and tax-efficient services. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.
Wilbert M
Series 63, Series 66
St Clair, MO
Edward Jones
Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Laurie R
Series 63, Series 66
Bourbon, MO
Wells Fargo Clearing
Laurie Rose is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has 32 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Samantha H
Series 66
Cuba, MO
Raymond James Financial
Samantha Hutto is a financial advisor with Raymond James Financial who holds a Series 66 designation and has eight years of industry experience. She previously worked at Mid-American Recycling and Roll-Offs, LLC and has maintained ongoing roles with Peoples Bank and its subsidiary Peoples Financial Services, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Mary T
Series 63, Series 65
Sullivan, MO
Raymond James Financial
Mary Tayloe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor financial advisor with North Shore Capital Management and GPS Capital Management. 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 consultation using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.
Lindsey L
Series 66
Sullivan, MO
Edward Jones
Lindsey Lawrence is a financial advisor with Edward Jones in Sullivan, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, Lindsey worked in sales at Vector Marketing and has experience with Cutco Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Joshua G
Series 66
Cuba, MO
Raymond James Financial
Joshua Goodridge is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 designation. His professional background includes multiple roles within Raymond James since 2011 as well as ownership in The Public House Brewing Company LLC, where he is currently a silent partner. Outside of financial advising, he is involved in managing real estate investments through his ownership of Parabola LC. 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 analytical tools, with notable capabilities in municipal advisory services and employer SIMPLE IRA consulting programs.
Jean W
Series 63, Series 65
St Clair, MO
Ameriprise
Jean Wright is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Jason M
Series 63, Series 66
Cuba, MO
Edward Jones
Jason Mehl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones and its affiliated entities since 1988. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.
Rodney W
Series 66
St Clair, MO
Charles Schwab
Rodney Weakley is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Scottrade, Aerofil Technology, and Dominoes. Outside of financial advising, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells honey and related products at farmers markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.
Brett S
Series 63, Series 66
Sullivan, MO
OSAIC
Brett Strauser is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera, ExodusPoint Capital Management, and Citadel Global Equities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party resources to construct diversified portfolios tailored to client needs.
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