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Ricky W

Series 66

Oakville, MO

Edward Jones

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

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

Series 66

St. Louis, MO

Edward Jones

Kristina Abarquez is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and 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. 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.

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

CFA®, Series 63, Series 65

St. Louis, MO

Edward Jones

Matthew Wofford is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, 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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Lynn G

Series 66

St. Louis, MO

Edward Jones

Lynn Gorsuch is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2010. 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 programs, 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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Dustin B

Series 65, Series 63

Saint Louis, MO

Raymond James Financial

Dustin Brown is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and has been associated with Hake Investment Group since 2015, where he serves as an associate and Director of Branch Client Services. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized programs for municipal and public finance as well as employer retirement plans.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Timothy Winningham is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Outside of his advisory role, he officiates NCAA baseball games, managing travel and related responsibilities as an umpire. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Melissa Stengel is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory work, she volunteers as a trainer for the Ellisville Athletic Association, where she assists in training volunteers on concession duties. 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, including discretionary and non-discretionary strategies, with 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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Joshua P

Series 66

St. Louis, MO

Edward Jones

Joshua Parney is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed at St. Louis University and had experience outside the financial industry at Delta Sonic Car Wash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

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

Series 66

Barnhart, MO

Edward Jones

Grant Huelster is a financial advisor with Edward Jones in Barnhart, Missouri. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked in emergency medical services and held various positions in education, automotive performance, and hospitality. 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 under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Town & Country, MO

LPL Financial

Kiera Monaco is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, she worked at Deloitte & Touche, LLP and Ernst & Young, with additional experience in academic roles at the University of Missouri-Columbia. Outside of her advisory work, she is involved with The Hauser Group, INC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a network of over 22,800 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Charles Gutierrez is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. His prior work includes roles at Washington University and KPMG LLP. Based in St. Louis, MO, he has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, 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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Garrett R

CFP®, Series 66

Waterloo, IL

Edward Jones

Garrett Reifschneider is a CFP®-certified financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Anne E

CFP®, Series 66

St. Louis, MO

Edward Jones

Anne Elliott is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a 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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Tracy S

Series 63, Series 66

St. Louis, MO

Edward Jones

Tracy Shepard is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as an election judge for the St. Louis County Board of Elections. 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 supported by a large national 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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Jeremiah B

CFP®, Series 66

St. Louis, MO

Edward Jones

Jeremiah Borage is a CFP®-designated financial advisor at Edward Jones in St. Louis, MO, with 15 years of experience at the firm and four years in the industry. He holds the Series 66 license and has been with Edward Jones since 2011. 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 large nationwide network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

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

CFP®, Series 66

St Louis, MO

LPL Financial

David Fitzgerald is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Best Home Town Bank, Midwestern Securities Trading Company, and STIFEL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

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

Series 66

St. Louis, MO

Edward Jones

Jason Dennis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and emphasizes a fiduciary standard in its services, supported by a large network of advisors and branch offices nationwide.

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

CFP®, CFA®, Series 66

St. Louis, MO

Equitable Advisors

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mark P

Series 63, Series 65

St. Louis, MO

Equitable Advisors

Mark Pfeffer is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Eleanore T

Series 66

St. Louis, MO

Edward Jones

Eleanore Thomas is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Advance Auto Parts, Family Dollar, and Modern Woodmen of America. She was also co-owner of a cleaning contracting business where she handled social media and marketing posts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through 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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