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Sarah B

CFP®, Series 66

St Charles, MO

Edward Jones

Sarah Brenker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones in St Charles, MO. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over 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.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Nicholas G

Series 63, Series 65

O'Fallon, MO

Raymond James Financial

Nicholas Gibson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIBC Bank USA, Cetera Investment Services, and Regions Bank. Outside of his advisory role, he volunteers as a youth baseball coach with the US Nationals Baseball Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs.

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

ChFC®, Series 66

O'Fallon, MO

Edward Jones

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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George N

CFP®, Series 63

St. Charles, MO

OSAIC

George Nagel is a CFP® with 47 years of industry experience, currently serving at OSAIC Wealth, Inc. since 2023. His prior roles include twenty years at Financial Legacy Associates, LLC and twenty-eight years at Royal Alliance Associates, Inc. He is also the statutory agent for Oak Tree Financial Group, Inc., where he sells miscellaneous insurance policies and annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as financial planning, wrap portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk tolerance and rebalancing tools.

Annuities Private / alternative investments
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Victor M

Series 63, Series 65

Wentzville, MO

LPL Financial

Victor Mccool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Ameriprise Advisor Services and Natcity Investments prior to his current tenure at LPL Financial, which began in 2005. He also operates a separate business under the name McCool Financial Group. 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 a large network of advisors and advanced 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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Justin K

Series 66

O'Fallon, MO

Cetera

Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank, where he has been employed since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that includes affiliated and 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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Mark F

Series 63, Series 66

O Fallon, MO

Edward Jones

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Ashlin T

Series 66

O Fallon, MO

Edward Jones

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

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

Series 63, Series 65

O'Fallon, MO

Cambridge Investment Research Advisors

James Mound is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has held positions at Cetera Advisors LLC and IFG Advisory Services Inc. prior to his current role, which he began in 2008. In addition to his advisory work, he owns a financial resources business and is involved in independent insurance services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Shawn S

Series 66

Dardenne Prairie, MO

Wells Fargo Advisors

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

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

Series 66

Wentzville, MO

LPL Financial

Zachary Daniels is a financial advisor with LPL Financial in Wentzville, Missouri, holding a Series 66 designation and 11 years of industry experience. He previously worked at United Planners' Financial Services of America and Investacorp Advisory Services. Outside of advisory work, he owns a business selling 3D prints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using various 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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Joshua E

Series 66

St Charles, MO

Edward Jones

Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, 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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Daniel M

Series 66

O'Fallon, MO

LPL Financial

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2023, he spent 12 years at Commerce Brokerage Services, Inc. He also has an investment-related business activity under the name Commerce Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, 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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Juvie Ann J

Series 63, Series 66

Dardenne Prairie, MO

Fidelity

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Matthew R

Series 66

Wentzville, MO

Edward Jones

Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

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

CFP®, Series 66

St Peters, MO

Edward Jones

Matthew Mc Bride is a financial advisor at Edward Jones in St Peters, Missouri, holding the CFP® certification and Series 66 license. He has seven years of industry experience, including prior roles at First State Bank of St. Charles and Cornerstone Mortgage, Inc. 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 nationwide network of over 23,700 financial advisors and assets under management exceeding $1 trillion.

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Widow/Widower
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Daniel L

Series 66

Wentzville, MO

Edward Jones

Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Stephen S

CFP®, ChFC®, Series 63, Series 65

St Peters, MO

Edward Jones

Stephen Schreiber is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2019, following a 14-year tenure at First Heartland Capital Inc. Based in St Peters, MO, Schreiber holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and 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.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Matthew H

CFP®, Series 63

Lake St Louis, MO

Edward Jones

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products 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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Alexander M

Series 66

Troy, MO

Edward Jones

Alexander Mair is a financial advisor at Edward Jones in Troy, Missouri, holding a Series 66 designation with 10 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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