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Sean T

Series 66

St Charles, MO

Cetera

Sean Toebben is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he provides boxing instruction at BURN BOX STL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party 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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Paige R

Series 63, Series 66

O'Fallon, MO

Edward Jones

Paige Ratliff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes previous roles at First Bank, Coldwell Banker Gundaker, and Osaic Institutions. Outside of finance, she teaches group fitness classes at Bloom Fitness Studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large 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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Austin H

Series 66

St Peters, MO

Edward Jones

Austin Hess is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with 11 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 and solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 63, Series 65

O'Fallon, MO

STIFEL

Robert Stockdale is a CFP® with 33 years of industry experience and has been with Stifel since 1997. Based in O'Fallon, MO, he also hosts a weekly radio show with Entercom Communications. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

General retirement planning Income planning
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Jonathan S

Series 66

St Charles, MO

Merrill

Jonathan Schriner is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Jack M

Series 66

Lake Saint Louis, MO

Cetera

Jack Muench is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior work includes roles at Charles Schwab and multiple positions outside finance, such as employment at Starbucks and entrepreneurial ventures including Braden's Lawncare and Firework City. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports customizable investment strategies and both discretionary and non-discretionary account management.

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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Sarah S

Series 66

Wentzville, MO

Edward Jones

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Series 66

O'Fallon, MO

J.P. Morgan Securities

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

General retirement planning Retirement income strategy Income planning Founder/Business Owner
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Martin N

CFP®, Series 63

Wentzville, MO

LPL Financial

Martin Nadeau is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with United Planners' Financial Services of America, Securities America, and Investacorp, Inc. In addition to his advisory role, Nadeau is involved in tax preparation and accounting through Tribute Tax and Accounting and serves as an insurance agent for non-variable insurance products. 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 investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

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

Series 66

Cottleville, MO

LPL Financial

Anthony Lemon is a financial advisor with LPL Financial based in Cottleville, MO. He holds the Series 66 designation and has 20 years of industry experience. His prior roles include positions at Edward Jones, Vaquero Global Investment LP, and First Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

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

Series 66

Wentzville, MO

Edward Jones

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Saint Peters, MO

Wells Fargo Advisors

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

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

CFP®, Series 66

Lake St Louis, MO

Edward Jones

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by 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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Matthew S

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 and offers a range of advisory programs and investment strategies 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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Jordan B

Series 66

Weldon Spring, MO

Edward Jones

Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. 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 supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Justin P

Series 66

O'Fallon, MO

Raymond James Financial

Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. 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 uses analytical tools such as risk profiling and modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Garry G

CFP®, Series 63

St Charles, MO

Edward Jones

Garry Grannemann is a CFP®-designated financial advisor with Edward Jones in St. Charles, MO, and has 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a real estate business focused on flipping houses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. 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.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Brian D

CFP®, Series 66

Saint Charles, MO

Raymond James Financial

Brian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® and Series 66 designations and has 19 years of industry experience, including a long tenure at Edward Jones. Donnelly is based in Saint Charles, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Mark C

Series 63, Series 66

St Charles, MO

Edward Jones

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Stephen M

CFP®, Series 63, Series 65

St. Louis, MO

OSAIC

Stephen Mathias Jr. is a CFP® professional with 38 years of industry experience based in St. Louis, MO. He is affiliated with OSAIC and has been associated with Royal Alliance Associates, INC. since 1989. In addition to his advisory work, he owns Stephen Mathias & Co., Inc., a tax and business consulting practice, and Mathias Risk Mgt., Inc., which provides insurance sales and consulting as well as identity theft protection services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by risk assessment tools.

Annuities Private / alternative investments
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