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Amy S

Series 66

Pacific, MO

Edward Jones

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. 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 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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Timothy W

CFP®, Series 66

Fenton, MO

Edward Jones

Timothy Weber is a CFP® with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is located in Fenton, MO. Outside of his advisory role, he is a partner in Flora and Weber Properties LLC, a commercial property investment business based in St. Louis. 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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Robert B

Series 66

Saint Albans, MO

LPL Financial

Robert Berry II is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial since 2021 and concurrently has been involved with the City of Ballwin since 2015. 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 advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

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

ChFC®, Series 63

Saint Louis, MO

Cetera

Michael Raeber is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has held positions at Cetera Advisors LLC and First Allied Securities, INC., among others. Raeber is involved with several nonprofit organizations, including the Crestwood-Sunset Hills Chamber of Commerce and the Kiwanis Club of Crestwood-Sunset Hills. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, providing access to affiliated and third-party managers and a variety of program structures.

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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Andrew G

Series 63, Series 66

St Louis, MO

Edward Jones

Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials 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. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large 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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Debra W

CFP®, Series 66

St Louis, MO

Edward Jones

Debra Wilke is a CFP® and holds a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2006. 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, 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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Eric M

Series 66

Pacific, MO

Edward Jones

Eric Myers is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he serves as a deacon at Heritage Presbyterian Church in Eureka, Missouri, where he assists with property maintenance and supports mercy cases. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Early retirement planning Retired Founder/Business Owner Executive
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Joshua P

Series 63, Series 66

St Louis, MO

Edward Jones

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.

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

Series 66

Fenton, MO

Edward Jones

Matthew Thomason is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of BR549 Holdings, a forestry business involved in timber growth and harvest management. 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 investment strategies, operating under a fiduciary standard.

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

Series 66

Imperial, MO

Fisher Investments

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Richard A

Series 63, Series 65

Ellisville, MO

LPL Financial

Richard Ackerman is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Saxony Securities, and Equitable Distributors. Outside of his advisory role, Ackerman coaches soccer and basketball in the Chesterfield, MO area. 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 platforms.

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

Series 63, Series 65

Saint Albans, MO

LPL Financial

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 registrations and 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Farmers Insurance, and State Farm. He also operates Joggerst Financial Group, an insurance agency based in Missouri. 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, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services 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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Jeffrey D

Series 66

Saint Albans, MO

LPL Financial

Jeffrey David Jr. is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. Outside of his advisory role, he is an agent for non-variable insurance. 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, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary account management supported by a range of investment strategies and 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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Marc T

Series 66

St Louis, MO

Edward Jones

Marc Tenholder is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Megan S

Series 66

Bamhart, MO

Ameriprise

Megan Siracusa is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Money Concepts Capital Corp and Fortune Investment Services LLC. In addition to her advisory role, she is involved with Southern Bank as a financial advisor in wealth management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports.

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

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Debra Coogan is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, with 27 years of industry experience. She has been with Edward Jones and its predecessor firm since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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