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John B

CFP®, Series 63

Cottleville, MO

Ameriprise

John Beaudoin is a CFP®-certified financial advisor with Ameriprise in Cottleville, MO, bringing 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of his advisory work, he co-owns JABMB LLC, a business that assists with operations and succession planning for financial practices. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides 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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Shane M

CFP®, Series 66

St Charles, MO

Edward Jones

Shane Myers is a CFP® professional with 16 years of experience in financial advising. He has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets through its nationwide network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

General estate planning guidance Multi-generational wealth transfer Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Jennifer L

Series 66

Maryland Heights, MO

Edward Jones

Jennifer Logush is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 11 years of experience with the firm. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety 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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Amy O

CFP®, Series 63, Series 66

Saint Peters, MO

Raymond James Financial

Amy O Neill is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2015 and was previously associated with One Financial Group from 2018 to 2021. Outside of her advisory work, O Neill is CEO and branch manager of two support companies, One Financial Group and Schneider Asset Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using quantitative tools and supports municipal and public-finance work through a unique institutional affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas N

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Nicholas Ninedorf is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and is based in Maryland Heights, MO. 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, 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 L

CFP®, Series 66

St Louis, MO

Edward Jones

Joshua Loeffler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in St. Louis, MO, and holds a Series 66 designation. Outside of his advisory role, he is a partner in The Chocolate Rooster, a bakery located in Marthasville, MO. 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, 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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James E

CFA®, Series 63, Series 65

St Charles, MO

Edelman Financial Engines

James Ellis is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Alpha Skills Inc and Arnerich Massena. Edelman Financial Engines provides technology-driven investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Michael S

Series 63, Series 66

O Fallon, MO

Edward Jones

Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 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. 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.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Matthew H

Series 66

Cottleville, MO

Edward Jones

Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing General retirement planning Retired Founder/Business Owner Executive
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Gabriel Y

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Gabriel Young is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by 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 B

Series 66

Maryland Heights, MO

Edward Jones

John Blanchard is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 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, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

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

Series 63, Series 65

St Louis, MO

LPL Financial

Evanne Hardin is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gemini Wealth Group and Waddell & Reed. In addition to her advisory work, she is a commissioned notary in the state of Missouri. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with access to model portfolios, research, and both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Trevor W

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Trevor Webster is a CFP® professional with 17 years of industry experience, currently affiliated with Edward Jones since 2008. He holds a Series 66 license and operates out of St. Louis, MO. Outside of his advisory role, he is the owner and president of WTACB Investments, a passive investment in a six-unit apartment building. 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 investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

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

Series 66

Maryland Heights, MO

Edward Jones

Tyler Price is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2016 and previously worked at Brooks Brothers for three years. Tyler holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 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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Denise S

Series 63, Series 66

Cottleville, MO

Edward Jones

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kristian F

Series 66

Maryland Heights, MO

Edward Jones

Kristian Frazier is a financial advisor with Edward Jones, holding a Series 66 designation and 18 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 with approximately $1.01 trillion in assets under management. 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.

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

Series 66

Maryland Heights, MO

Edward Jones

Katie Kupfer is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 12 years of experience with Edward Jones and a total of 9 years in the industry. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

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

CFP®, Series 66

Maryland Heights, MO

Edward Jones

John Coveney is a CFP® and Series 66 licensed advisor with Edward Jones, based in Maryland Heights, MO. He has five years of industry experience, including prior roles at the University of Missouri Career Center and American Eagle Outfitters. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

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

Series 66

Godfrey, IL

Edward Jones

Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Eric H

Series 66

Saint Peters, MO

Edward Jones

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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