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Jesstine K

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

Jesstine Kemper is a CFP® with six years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive investment strategies with an emphasis on diversification and tailored portfolio management using multiple analytical approaches.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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John O

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

John Owen is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. He previously worked at First Heartland Capital Inc for 16 years. Outside of his advisory role, he is a member of the Rotary Club Kirkwood and manages two scholarship fund accounts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing multiple analytical approaches and third-party platforms to tailor portfolios to client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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David S

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

David Sentnor is a CFP®-designated financial advisor with 28 years of industry experience. He has worked with Mutual Advisors, LLC since 2018, following sixteen years at First Heartland Capital Inc. Sentnor serves as a finance committee member for the City of Creve Coeur, reviewing financial reports and participating in the city’s annual budget process. Mutual Advisors, LLC provides advisory services to a diverse client base including individuals, trusts, estates, retirement plans, and institutions. The firm employs a combination of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including work with sovereign wealth funds and other less common institutional clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Hugh H

CFP®, Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Hugh Hendrix is a Certified Financial Planner® at Mutual Advisors, LLC with 32 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. for 26 years and held roles at Fidelity Personal and Workplace Advisors and Mutual Securities, Inc. Hendrix is also involved in several outside activities, including ownership of Boland Place Farms, LLC and work as an independent insurance agent, as well as delivery services. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using both active and passive investment strategies, emphasizing diversification and client-specific allocation, and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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William G

Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

William Greene is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He was previously with Fidelity Brokerage Services, Inc. for 31 years before joining Mutual Advisors in 2018. Outside of his advisory role, Greene is active as a drummer and singer in a musical group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, and ERISA plan consulting, employing both active and passive investment strategies tailored to clients’ objectives and utilizing multiple analytical approaches and third-party tools.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Dennis H

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Dennis Hennessy is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Heartland Capital, Inc. for 23 years before joining Mutual Advisors and Mutual Securities in 2017. Hennessy serves as a board member for the St. Louis Blues 14 Fund, a nonprofit organization. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base that includes individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with a notable focus on institutional accounts such as sovereign wealth funds.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Joseph T

Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Joseph Thaman is a financial advisor at Mutual Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vertical Financial, Resources Investment Advisors, and The Capital Group, LLC. Outside of advising, he is active with the Affton Athletic Association and operates as an independent insurance agent specializing in Medicare and group insurance. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of discretionary and non-discretionary asset management using both active and passive strategies, supported by multiple analytical approaches and third-party tools to tailor portfolios to client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Scott B

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Scott Biermann is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2017 and previously worked at First Heartland Capital. Outside of his advisory work, Biermann serves as managing member of Biermann Family Farms LLC and has been involved in nonprofit activities, including serving on the board of Friends of Kids With Cancer. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services that include asset management, financial planning, and ERISA plan advisory. The firm combines active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Alan S

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Alan Simms is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at First Heartland Capital Inc and Mutual Securities, Inc. In addition to his advisory roles, Simms operates a financial planning company and works as a nurse anesthetist. Mutual Advisors serves a diverse client base, including individual investors, retirement plans, and institutional clients, using a mix of active and passive investment strategies tailored to client objectives. The firm is notable for its scale, managing approximately $9.45 billion across 154 advisors, and its range of institutional services, including work with sovereign wealth funds.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Brian B

CFP®, Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Brian Bachelier is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding a CFP® designation and over 27 years of industry experience. He previously worked at Scottrade, Inc. for 20 years and at Voleta Advisors LLC for three years. Outside of advising, he is the owner of Brian's Jerky, LLC, producing and selling fresh smoked beef jerky. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Michael W

CFP®, Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Michael Weisman is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. He is also an independent insurance agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, various analytical approaches, and third-party tools to tailor portfolios and offers a broad range of advisory services including asset management and consulting.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Danial G

Series 66

Clayton, MO

Mutual Advisors, LLC

Danial Green is a Series 66-credentialed advisor at Mutual Advisors, LLC with eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Bankers Life and Casualty Company. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary advisory services using a combination of active and passive investment strategies tailored to clients’ objectives, and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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