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Michael M

Series 66

O Fallon, MO

Edward Jones

Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

CFP®, Series 66

Weldon Spring, MO

Ameriprise

Alexander Ottinger is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 designations and having nine years of industry experience. He has worked with Ameriprise since 2016, currently based in Weldon Spring, MO. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on delivering written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Teresa W

Series 66

St. Peters, MO

LPL Financial

Teresa White is a financial advisor with LPL Financial in St. Peters, MO, holding a Series 66 license and 14 years of industry experience. She worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of her advisory role, she serves as a FINRA arbitrator. 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 a range of advisory services, including financial planning and model portfolio programs, and supports its network of advisors with research tools and multiple investment strategy options.

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

Series 66

Lake Saint Louis, MO

Edward Jones

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large 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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Dennis H

Series 66, Series 63

Cottleville, MO

Edward Jones

Dennis Hunt is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages condo and house rentals in the St. Louis area to family members. 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, including discretionary and non-discretionary strategies, access to 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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Andrew D

Series 63, Series 66

St. Charles, MO

LPL Financial

Andrew Dittberner is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and over 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is developing a cut-your-own Christmas tree business expected to launch within several years. 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 a range of advisory and brokerage 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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Nicholas W

CFP®, Series 66

St Peters, MO

Edward Jones

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Caleb S

Series 66

Wentzville, MO

LPL Financial

Caleb Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has prior experience with United Planners and Tribute Financial, and he currently serves as a worship pastor at Reclaim Christian Church. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, 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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Shengbing S

Series 63, Series 66

St. Charles, MO

Charles Schwab

Shengbing Shao is a financial advisor with Charles Schwab in St. Charles, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes positions at TD Ameritrade, Beyondtrade Securities Inc., Global Kids English, and Scottrade Inc. Outside of his advisory role, he owns and operates A&B Retail, LLC, a retail business involved in importing products and managing supplier relationships. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Stephen B

Series 63, Series 66

O'Fallon, MO

Edward Jones

Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.

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

Series 66

Wentzville, MO

Edward Jones

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 and affiliated investment products through 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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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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Joseph O

Series 63, Series 66

O'Fallon, MO

STIFEL

Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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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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Jordan O

CFP®, Series 66

St Charles, MO

Edward Jones

Jordan Osborn is a CFP® and holds a Series 66 license with Edward Jones, where he has 15 years of industry experience. He has been with Edward Jones since 2011, working out of St. Charles, MO. 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 under a fiduciary standard. The firm is notable for its large retail advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner LGBTQIA
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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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James R

CFP®, Series 66

O'Fallon, MO

Edward Jones

James Rudd is a CFP®-certified financial advisor with Edward Jones, based in O'Fallon, MO. He has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, 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 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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