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Gregory R

Series 63, Series 66

Godfrey, IL

Edward Jones

Gregory Reinhardt is a financial advisor with Edward Jones in Godfrey, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he coaches high school baseball and junior high basketball in Valmeyer, Illinois. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Dana L

Series 66

St Peters, MO

Edward Jones

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

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

Series 66

Maryland Heights, MO

Edward Jones

James Pozzo Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 investment strategies, including wrap fee programs, 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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Michael M

CFP®, Series 63

St. Charles, MO

Ameriprise

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Heather C

Series 66

Maryland Heights, MO

Edward Jones

Heather Chavez is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, bringing 14 years of industry experience. She has worked at Edward Jones since 2008 and is also involved in event coordination and management, co-owning Event DOC, LLC and serving as an event manager at Third Degree Glass Factory and Andre's Banquets and Catering. 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 variety of advisory programs, including discretionary and non-discretionary strategies, with 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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Christy B

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Christy Brock is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

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

Series 66

St Charles, MO

Edward Jones

Danielle Rosas is a financial advisor at Edward Jones in St. Charles, Missouri, with four years of industry experience. She holds a Series 66 designation and previously worked at Creative Planning Tax for five years before joining Edward Jones. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Andrew S

Series 66

Maryland Heights, MO

Edward Jones

Andrew Stratmann is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2006. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 66

O Fallon, MO

J.P. Morgan Securities

Christopher Curry is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was employed at Bank of America, N.A. and Merrill from 2017 to 2022, and at Verizon Wireless from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations incorporating ESG eligibility and support from related investment-management entities.

Founder/Business Owner
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Robin A

Series 66

Maryland Heights, MO

Edward Jones

Robin Arnold Jr. is a financial advisor with Edward Jones based in Maryland Heights, MO. He holds a Series 66 designation and has 18 years of industry experience, with over two decades at Edward Jones. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

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

Series 66

Florissant, MO

Equitable Advisors

Stanley Williams Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with several St. Louis nonprofit organizations, including the St. Louis Crisis Nursery and Christian Hospital. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party advisory models, offering services through a large network of Investment Adviser Representatives.

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 F

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Citigroup, TD Ameritrade, Major League Baseball Advanced Media, Mission Taco Joint, and WAAY-TV. 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 affiliated services. The firm manages approximately $1.01 trillion in assets 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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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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Andrew M

Series 66

Maryland Heights, MO

Edward Jones

Andrew Maret is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Maret owns AWM Investments, a real estate investment business in Fenton, MO. 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, 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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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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Carrie M

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Carrie Malick is a financial advisor at Edward Jones with 24 years of industry experience and holds the Series 63 and Series 66 designations. She has been with Edward Jones since 2001. Outside of her advisory role, she is a co-owner of an LLC that acquired a chiropractic business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, providing both discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services through a nationwide network of over 23,000 advisors.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Qianqian Wang is a financial advisor at Edward Jones in Maryland Heights, MO, with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Wang also serves as an arbitrator for a regulatory organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Erica R

Series 66

Maryland Heights, MO

Edward Jones

Erica Robertson is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Edward Jones since 2013 and is also involved with Promotional Brand Ambassadors, a promotional events business where she promotes Chevrolet cars at various events. Additionally, she works as an independent Amazon influencer, promoting products and earning commission through affiliate links. 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, 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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Kirstin M

Series 66

Maryland Heights, MO

Edward Jones

Kirstin Mailman is a Series 66 licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 7 years of industry experience, including time served in the United States Army from 2015 to 2016. Kirstin has been with Edward Jones since 2016 and is also affiliated with Saint Louis University. 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 services under a fiduciary standard, 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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