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Blake M

CFP®, Series 66

St Louis, MO

Edward Jones

Blake Meers is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. He has worked at 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 investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Business ownership considerations Professional Athlete Founder/Business Owner
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Quinn J

Series 66

Swansea, IL

LPL Financial

Quinn Jansen is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2025, Jansen worked at Wintrust Investments/FCB Banks for one year and has a background that includes roles at Donnewald Distributing and Germantown Groceries. He holds the Series 66 designation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through 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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Christopher R

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Rische is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2017, he worked at North Sound Financial Group and LPL Financial from 2010 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Paul Savage is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Edward Jones since 2007. 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 and offers a 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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Stephanie S

Series 66

St Louis, MO

Edward Jones

Stephanie Schultheis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She 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 strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Linda Carter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1995. 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 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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Michelle C

CFP®, ChFC®, Series 66

St Louis, MO

Edward Jones

Michelle Chapman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients by providing full-service wealth management, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Melissa M

Series 65, Series 63

St. Louis, MO

Edward Jones

Melissa Mchenry is a financial advisor at Edward Jones in St. Louis, MO, with 13 years of industry experience. She holds Series 65 and Series 63 designations and has been with Edward Jones since 2008. Outside of her advisory role, she is involved in a retail business called Blind Ambition in St. Peters, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Jason Miller is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones continuously since 2010. Outside of financial advising, Miller is an on-air host and voice-over artist for Sinclair Broadcast Group-KDNL-St. Louis, participating in weekly film schedules and recordings. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services 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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John T

CFP®, Series 66

St Louis, MO

Edward Jones

John Thies is a CFP® and Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing nine years of industry experience. Before joining Edward Jones in 2017, he operated John Thies LLC and has been self-employed since 2012. Outside of financial advising, he works as a baseball instructor and occasionally coaches games. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Charles A

ChFC®, Series 66

St. Louis, MO

Edward Jones

Charles Ankney is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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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James M

Series 66

St Louis, MO

Edward Jones

James Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, 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, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Freebersyser is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 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 manages approximately $1.01 trillion in assets under management and offers a wide 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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Joshua B

Series 66

St. Louis, MO

Edward Jones

Joshua Barbeau is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at MetLife for six years. Outside of his advisory role, he serves as CEO of two tabletop gaming and publishing companies, Fleur de Lis Games, LLC and Hollow Harbor, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, 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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Sean K

Series 63, Series 66

Sunset Hills, MO

Edward Jones

Sean King is a financial advisor with Edward Jones in Sunset Hills, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience, all of which has been with Edward Jones since 1999. Outside of his advisory role, he serves as the First Vice President of the Fenton Area Chamber of Commerce, is a director of the Behrmann Foundation in St. Louis, and owns businesses focused on marketing and educational consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Jeffery B

Series 63, Series 65

Fenton, MO

Primerica Advisors

Jeffery Bradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Pohlman, Inc., spanning over a decade. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services provided by Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher M

Series 63, Series 65

Saint Louis, MO

Edward Jones

Christopher Meyer is a financial advisor at Edward Jones with 16 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at LPL Financial from 2011 to 2017. Meyer holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory services, including discretionary and non-discretionary 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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Keith B

Series 63, Series 66

St. Louis, MO

Edward Jones

Keith Brisotti is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as treasurer of the St. Louis Youth Lacrosse Association, coaches girls lacrosse at Lafayette High School, and works as a broadcaster for Prepcasts LLC covering high school and college sports. 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 solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

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

CFP®, ChFC®, Series 63, Series 66

St. Louis, MO

Edward Jones

Angela Carosello is a CFP® and ChFC® with 23 years of experience in the financial services industry. She has worked at Edward Jones since 2007, with a four-year interlude at First Heartland Consultants, Inc. from 2012 to 2016. Carosello is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety 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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Scott M

Series 66

St. Louis, MO

Edward Jones

Scott Mc Donough is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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