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Jacob B

Series 66

St. Louis, MO

Wells Fargo Clearing

Jacob Brinkman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His work history includes multiple periods at Wells Fargo Clearing Services and a year at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Retired Founder/Business Owner
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Christopher R

Series 66

Maryville, IL

Edward Jones

Christopher Rydgig is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Inheritance planning Wealth management Founder/Business Owner
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Joey H

Series 66

St. Louis, MO

Wells Fargo Advisors

Joey Huynh is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a fitness instructor at F45 Training Chesterfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Jeffrey Thompson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Fidelity for seven years before joining Wells Fargo in 2016. Outside of financial advising, he co-owns a small business called All Beauty by Amy T with his spouse. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Retired Founder/Business Owner
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William B

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

William Burke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked in various roles including positions at Us Tech Solutions, Total Access Urgent Care, Hackett Security, and Marquette University. 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, utilizing research and analytics to support its investment approach.

Retired Founder/Business Owner
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Carson S

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Carson Smith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at US Tech Solutions and Eddie Bauer LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
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Matthew H

Series 66

Glen Carbon, IL

Raymond James & Associates

Matthew Hill is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Matthew is based in Glen Carbon, IL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis, supported by varied portfolio management styles and extensive affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Timothy M

Series 66

St. Louis, MO

Wells Fargo Advisors

Timothy Mccalla is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he provides investment and financial planning services as part of a large institutional firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary reports, with implementation options available through brokerage or advisory programs.

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

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

Laura Drummond is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 66 and Series 63 licenses and has 12 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Dominique T

Series 66

St. Louis, MO

Wells Fargo Clearing

Dominique Tedesco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2018, Tedesco had brief roles at Disys and Northwestern Mutual in 2017 and 2018. Outside of finance, Tedesco has been involved with Reifschneider's Grill and Grape since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Victoria W

Series 66

St. Louis, MO

Wells Fargo Clearing

Victoria Wuesthoff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at various organizations including Athleta, where she is also employed as a retail sales associate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Retired Founder/Business Owner
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Cynthia P

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Cynthia Plackemeier is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Her spouse owns a non-investment-related business called Roy’s Garage, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Jarrod R

Series 66

St. Louis, MO

Wells Fargo Clearing

Jarrod Reynolds is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Charity W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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

Series 65

Glen Carbon, IL

Cambridge Investment Research Advisors

Michael Babcock is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Pacific Western Bank and Central Bank of St Louis. Babcock is also an insurance broker and serves on the boards of charitable organizations including Project Periwinkle and Mountains to Molehills. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under its Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Erica Bianca M

Series 63

St. Louis, MO

Wells Fargo Clearing

Erica Bianca Mendiola is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and approximately one year of experience in advisory roles. She has prior work experience with Empower Enterprise Philippines, Inc. and multiple other companies primarily in the Philippines. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm provides both brokerage and advisory solutions and offers a range of retirement plan services, leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Ross W

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Ross Woody is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Barbara C

Series 63, Series 66

Wood River, IL

Edward Jones

Barbara Craft is a financial advisor with Edward Jones in Wood River, Illinois, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in managing agricultural land adjacent to her residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities, including a trust company and proprietary mutual funds.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Freddie H

Series 66

St. Louis, MO

Wells Fargo Clearing

Freddie Hull is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 from the Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Paul B

Series 63, Series 65

Edwardsville, IL

Morgan Stanley

Paul Baeske is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations and is based in Edwardsville, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques but does not include individual security recommendations as part of the standalone planning services.

General estate planning guidance
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