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Michael H

CFP®, Series 63

Chesterfield, MO

LPL Financial

Michael Hughes is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment options including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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

Series 66

Chesterfield, MO

Merrill

Susan Wintermute is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2019. Prior to joining Merrill, she spent 15 years at Granite Transformations of St. Louis. Outside of her advisory role, she serves as co-trustee of The I.E. and V.R.K Better Living Trust in Wildwood, Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Jack M

Series 66

Lake Saint Louis, MO

Cetera

Jack Muench is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior work includes roles at Charles Schwab and multiple positions outside finance, such as employment at Starbucks and entrepreneurial ventures including Braden's Lawncare and Firework City. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports customizable investment strategies and both discretionary and non-discretionary account management.

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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John N

CFP®, Series 66

Ballwin, MO

Edward Jones

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. 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 under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Brett D

Series 63, Series 65

Chesterfield, MO

Edward Jones

Brett De Nap is a financial advisor at Edward Jones in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has been with Edward Jones since 2026 and has prior experience at McKendree University and involvement with local hockey organizations. Brett also operated Brett DeNap, LLC from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer General retirement planning Professional Athlete
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Austin R

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

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

Series 66

Chesterfield, MO

Wells Fargo Advisors

Brendan Skinner is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has one year of industry experience and previously worked at Archford Capital Strategies for eight years. Before his financial career, he was involved with the University of Michigan football program for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and sports and entertainment, 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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Sarah S

Series 66

Wentzville, MO

Edward Jones

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and 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 and investment solutions, managing approximately $1.01 trillion in assets through a 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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Karen Y

Series 66

O'Fallon, MO

J.P. Morgan Securities

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

General retirement planning Retirement income strategy Income planning Founder/Business Owner
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Eric K

Series 63, Series 66

Chesterfield, MO

Fidelity

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

General retirement planning Income planning Cash flow / budgeting
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William S

Series 63, Series 65

Chesterfield, MO

UBS Financial Services

William Stoner is a financial advisor at UBS Financial Services with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mario K

ChFC®, Series 66

Ellisville, MO

Edward Jones

Mario Kriete is a ChFC® and Series 66–licensed financial advisor with Edward Jones in Ellisville, MO, with 18 years of industry experience. He has worked at Edward Jones and Callaway Golf Company since 2004. Outside of his advisory role, he owns farms in Cincinnati, IA, and Portland, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management General retirement planning Founder/Business Owner
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Robert B

CFP®, Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Robert Bagby is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He owns an RV rental and storage business and acts as a trust protector for his father's living and family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Justin E

Series 66

Chesterfield, MO

Merrill

Justin Eads is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, focusing on wealth management solutions. Details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement were not provided.

Tax-loss harvesting Active portfolio management Wealth management Financial Professional
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Martin N

CFP®, Series 63

Wentzville, MO

LPL Financial

Martin Nadeau is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with United Planners' Financial Services of America, Securities America, and Investacorp, Inc. In addition to his advisory role, Nadeau is involved in tax preparation and accounting through Tribute Tax and Accounting and serves as an insurance agent for non-variable insurance products. 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 technology and 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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Patrick W

CFP®, Series 63, Series 65

Chesterfield, MO

Fidelity

Patrick Walker is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial planning professionals dedicated to delivering personalized care to each client. His leadership role focuses on overseeing branch operations and guiding his team to meet the high standards set by Fidelity. Patrick has extensive experience within Fidelity Investments, having served as Vice President, Regional Planning Consultant from 2021 to 2026, Financial Consultant from 2017 to 2021, and Investment Consultant in 2017. Prior to joining Fidelity, he gained experience as a Project Manager Analyst at Commerce Bank from 2015 to 2016, Financial Advisor at UBS from 2013 to 2015, and Licensed Banker at Wells Fargo from 2011 to 2012. Outside of his professional responsibilities, Patrick enjoys attending concerts and traveling.

Wealth management Active portfolio management
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Donald P

CFP®, Series 63

Washington, MO

LPL Financial

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering 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 provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

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

Series 66

Cottleville, MO

LPL Financial

Anthony Lemon is a financial advisor with LPL Financial based in Cottleville, MO. He holds the Series 66 designation and has 20 years of industry experience. His prior roles include positions at Edward Jones, Vaquero Global Investment LP, and First Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various 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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Jamie L

Series 66

Chesterfield, MO

Morgan Stanley

Jamie Lages is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Jamie worked at Target and the Meramec Valley School District R-3. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Anne O

Series 66

Wentzville, MO

Edward Jones

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 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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