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Nikki C

Series 66

Maryland Heights, MO

Edward Jones

Nikki Corey is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 managed solutions, 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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Marveena M

Series 66

Florissant, MO

Edward Jones

Marveena Miller is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and with seven years of industry experience. She previously worked at Mobile Eye Solutions and Ferguson Special Business District. Outside of her advisory role, she serves as a part-time community director for the Ferguson Neighborhood Improvement Program, assisting with grant research and writing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network.

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

Series 66

Maryland Heights, MO

Edward Jones

Rosemary De Moulin is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current role since 2013 and holds the Series 66 designation. Outside of her advisory work, she coaches ninja classes at a gymnastics center in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Craig Anderson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of market segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Scott Fischer is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. 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 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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Daniel C

Series 66

Maryland Heights, MO

Edward Jones

Daniel Cogan is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Minnesota Life Insurance Company, Renaissance Financial Corp, and Securian Financial Services Inc. Outside of his advisory career, he has been involved in community education and tutoring roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products through 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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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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Julia E

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Julia Effinger is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Maryland Heights, MO. 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 provides a range of advisory programs, 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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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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Dalton G

CFP®, Series 66

Godfrey, IL

Edward Jones

Dalton Gray is a CFP® with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously held roles at Madison County and for State Representative Dwight Kay. Outside of his advisory work, Gray organizes college students to circulate petitions for political candidates. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branches nationwide.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Ashleigh P

Series 66

Maryland Heights, MO

Edward Jones

Ashleigh Perry is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary 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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Mark F

Series 63, Series 66

O Fallon, MO

Edward Jones

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Ashlin T

Series 66

O Fallon, MO

Edward Jones

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

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

Series 63, Series 65

O'Fallon, MO

Cambridge Investment Research Advisors

James Mound is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has held positions at Cetera Advisors LLC and IFG Advisory Services Inc. prior to his current role, which he began in 2008. In addition to his advisory work, he owns a financial resources business and is involved in independent insurance services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Casandra K

Series 66

Maryland Heights, MO

Edward Jones

Casandra Kampen is a financial advisor at Edward Jones with 17 years of industry experience. She holds the 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients with a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Kaylin Leach is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Kaylin worked at the University of Missouri Columbia and Energizer Holdings. Outside of advising, Kaylin is a member of an LLC involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of advisors and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

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

Series 63, Series 66

St Charles, MO

Edward Jones

Justin Cella is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Enterprise Fleet Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide. The firm manages over $1 trillion in assets and offers services including tax-efficient strategies and affiliated investment products.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shawn S

Series 66

Dardenne Prairie, MO

Wells Fargo Advisors

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua E

Series 66

St Charles, MO

Edward Jones

Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. Edward Jones is a full-service wealth management firm serving more than 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 services, 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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