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Jessica G

Series 66

Shiloh, IL

Edward Jones

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

General retirement planning Wealth management Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner Women Professionals Widow/Widower Young Families
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Chris H

Series 66

St. Louis, MO

Edward Jones

Chris Higashihara is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has worked with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 65, Series 63

St Louis, MO

Edward Jones

Johnnie Roland Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1999. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Janine Noetzel is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, with 19 years of industry experience and over 20 years at Edward Jones. 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 across a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Bobby Prashad is a Series 66 licensed financial advisor with Edward Jones in Columbia, IL, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Ameren Corporation. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Jody C

CFP®, Series 63, Series 65

St Louis, MO

Edward Jones

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over 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 under management and offers a range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Eric W

Series 63, Series 66

St. Louis, MO

Edward Jones

Eric Wentzel is a financial advisor with Edward Jones in Ballwin, Missouri, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than 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 over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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

Series 66

St. Louis, MO

Edward Jones

Kevin Kasper is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018, totaling eight years in the industry. His prior experience includes three years with the St. Louis County Police Department and ongoing service in the Missouri National Guard as a Sergeant. He supervises and trains soldiers in military police duties as part of his National Guard role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

ChFC®, Series 66

St. Louis, MO

Edward Jones

Jodi Wohldmann is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 17 years at State Farm Insurance. Outside of advising, she is a co-owner of a FedEx delivery route business and has a joint interest in rental properties, though she is not actively involved in their management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive retail advisor and branch network as well as its additional capabilities, including trust services and securities-based lending.

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

Series 66

St Louis, MO

Thrivent Investment Management

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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Kennique S

Series 66

St. Louis, MO

Edward Jones

Kennique Schuetz is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and 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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Carolyn T

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Carolyn Terschluse is a CFP® and CFA®-designated financial advisor with eight years of industry experience, currently practicing at Edward Jones in St. Louis, MO. Her career includes multiple terms with Edward Jones since 2017 and periods at the University of Missouri. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains 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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Jennifer H

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Huellewig is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2000. Outside of finance, she teaches piano and voice lessons part-time at St. Peters Piano and Voice Lab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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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Jennifer M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Mc Kiel is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services. The firm manages approximately $1.01 trillion in assets and operates 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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Dustin R

Series 66

St. Louis, MO

Edward Jones

Dustin Ries is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked for U.S. Bank / U.S. Bancorp Investments, Inc. for seven years before joining Edward Jones. Outside of his advisory role, he serves on the ski patrol at Vail Resorts, providing emergency care and assistance on the slopes. 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 and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

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

Series 66

St. Louis, MO

Edward Jones

Laura Kashmerick is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 66

Swansea, IL

Merrill

Timothy Warner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2003, with experience spanning the banking and insurance industries. Joining Merrill Lynch in 2013, Timothy provides clients with a comprehensive range of wealth management programs and strategies. He and his team support individuals, families, and businesses throughout their financial journeys, acting as their primary contact as needs evolve or situations change. Timothy holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. His educational background includes a bachelor's degree in Business Management from Mid-Continent University, and studies at both the University of Illinois and Rend Lake College. He also holds the Personal Investment Advisor (PIA) professional designation. He is involved in community and professional organizations including the Ainad Shriners, First Baptist Church in O'Fallon, Illinois, and the Lookingglass Corvette Club. Timothy resides in Mascoutah, Illinois with his wife and three daughters.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Public Service Employee Approaching retirement Mid-Career Professionals Parents
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Hayley L

CFP®, Series 66

St. Louis, MO

Edward Jones

Hayley Lu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Kennedy Capital Management and held roles at Saint Louis University, including in its ITS department. 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 strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary services under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Sharon Roggentine is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. before joining Edward Jones in 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

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