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Michael W

Series 66

Chesterfield, MO

Wells Fargo Advisors

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated entities since 2016. Outside of his advisory role, he is involved with MAGIS LLC and Michael T. Waller Financial Services LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew R

CFP®, Series 66

St. Louis, MO

Edward Jones

Matthew Robinson is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. In addition to his advisory role, he has worked at Men's Wearhouse since 2004, assisting customers and training new associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated investment products.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Robert Zerega II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. 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 nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Angela Cavazos is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones Investments since 2010. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Sarah Bartels is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Chesterfield, MO

Edward Jones

Timothy Price is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with Locust Motor Portfolio LLC, a real estate business based in Saint Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Wealth management Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Logan A

Series 63, Series 65

St. Louis, MO

Edward Jones

Logan Aucoin is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials. He has been with Edward Jones since 2026 and has prior experience working in various roles, including in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad 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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Randy Z

Series 63, Series 66

Chesterfield, MO

Wells Fargo Clearing

Randy Zimmermann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been affiliated with Belleville Area College since 1984. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Retired Founder/Business Owner
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Carlos R

Series 63, Series 66

Creve Coeur, MO

Cetera

Carlos Rivas is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated firms since 2013. Prior to that, he was employed at PNC Wealth Management and Wells Fargo Clearing. Outside of his advisory role, Rivas serves as an umpire official for the Missouri Umpire Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Jon L

Series 63, Series 65

St Louis, MO

Primerica Advisors

Jon Loebner is a financial advisor with Primerica Advisors in Robertsville, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2007 and previously spent 30 years at Laclede Gas Co. He serves as co-trustee for family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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James P

Series 63, Series 66

St. Louis, MO

Edward Jones

James Perry is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Perry is involved as a musician in local jazz clubs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

David Bokal is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

CFP®, Series 66

Chesterfield, MO

OSAIC

Anthony Culella is a CFP® professional with 23 years of industry experience. He is affiliated with OSAIC and has worked with Royal Alliance Associates, INC. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Annuities Private / alternative investments
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Brian B

Series 63, Series 66

Lake St Louis, MO

Edward Jones

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Edward Jones since 1995. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Andrew D

Series 66

Chesterfield, MO

UBS Financial Services

Andrew Dickinson is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael M

Series 63, Series 66

Foristell, MO

Edward Jones

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. 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 through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

Amanda Hurt is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households as well as corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with 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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Breianna K

Series 66

Chesterfield, MO

Edward Jones

Breianna Klein 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 WTW and has a background that includes community involvement, such as providing softball coaching lessons to children in Kirksville, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,700 financial advisors.

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