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Michael H

CFP®, Series 63

Chesterfield, MO

LPL Financial

Michael Hughes is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment options including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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

CFP®, Series 63, Series 65

Chesterfield, MO

LPL Financial

Jeffrey Fox is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with LPL Financial and has held previous roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. Fox is also a notary and an independent insurance agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Chesterfield, MO

LPL Financial

David Boersig is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise Financial Services, UBS Financial Services, and Edward Jones. Boersig serves on the board of the RHEMA Foundation/Midwest Career Source. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

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

Series 66

Chesterfield, MO

LPL Financial

Md Younus is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that consider clients' full financial picture and priorities. His areas of expertise include retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Younus holds a Master of Business Administration (MBA) and a Master of Science in Finance from Webster University, as well as a Bachelor's degree from the State University of Bangladesh. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Arabic, Bengali, Urdu, and Hindi, he is dedicated to building long-term client relationships based on understanding their priorities and goals. Born in Bangladesh and having lived in Dubai before moving to St. Louis in 2013, Younus engages in community activities including volunteering with Bank of America's Better Money Habits program, Food Bank, IFGSTL, and YMCA. His personal interests include fishing, racquetball, soccer, pickleball, and cricket.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting ESG / Sustainable investing Retired Founder/Business Owner Executive
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