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Zane F

Series 66

St. Louis, MO

Edward Jones

Zane Fulp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Mascoutah Board of Education District 19 in Illinois. 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 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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Michael D

Series 66

St. Louis, MO

Edward Jones

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked previously at State Farm VP Management Corp., Brian Smith Insurance Agency, Stifel Nicolaus & Co Inc, and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its affiliated capabilities beyond advisory services.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason I

Series 66

St. Louis, MO

Edward Jones

Jason Imig is a financial advisor at Edward Jones with 16 years of industry experience. He has held roles at Edward Jones since 2016 and previously worked at Ameriprise Financial Services from 2014 to 2016. Imig holds the Series 66 designation and is based in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Ian Garrett is a financial advisor at Edward Jones in Saint Louis, MO, with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Menard Inc. from 2013 to 2018. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through 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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Anne I

Series 66

St. Louis, MO

Edward Jones

Anne Ivancho is a financial advisor with Edward Jones in O'Fallon, Missouri. She holds a Series 66 designation and has 16 years of industry experience. Ivancho has been with Edward Jones since 2004. 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 financial advisors, offering 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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Todd P

Series 66

St. Louis, MO

Edward Jones

Todd Purdy is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Purdy serves as Chair of the Board of Directors for the World Pediatric Project, a not-for-profit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and services, supported by 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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Edward M

CFP®, ChFC®, Series 63

St. Louis, MO

Edward Jones

Edward Meyer is a CFP®, ChFC®, and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2014. Meyer serves on the advisory board for the University of Missouri Columbia's Personal Financial Planning program, is an adjunct professor at The American College of Financial Services, and sits on the Certified Financial Planner Board of Standards' Business Model Council representing Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard 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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Abigail D

Series 66

St Louis, MO

Thrivent Investment Management

Abigail Devereux is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked at Thrivent Financial since 2023 and previously held roles at Fleishman Hillard and Core & Main. Outside of her advisory role, she co-founded Bourbon & Blondes, a whiskey podcast and event business, and serves as a non-voting board member for The Repertory Theater of St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Kevin K

CFP®, Series 66

St Louis, MO

Edward Jones

Kevin Kraft is a CFP® with eight years of industry experience, currently serving with Edward Jones in St. Louis, MO since 2017. Prior to joining Edward Jones, he worked for ten years at Stutte Tile Inc. Outside of his advisory role, he manages a rental property in Springfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Julie J

Series 66

O'Fallon, IL

Raymond James & Associates

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has worked previously at First Allied Securities, INC. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Shannon S

Series 66

St. Louis, MO

Edward Jones

Shannon Seguin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and operates an eCommerce business focused on online product listings and inventory management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

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

Series 66

St. Louis, MO

Edward Jones

Bret Strong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the U.S. Army Reserve since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by 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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Jacqueline C

Series 66

St. Louis, MO

Edward Jones

Jacqueline Cintel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Spire Energy and St. Charles Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Clauss is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 solutions 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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Jack M

Series 66

St. Louis, MO

Edward Jones

Jack Murray is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Challenger and a brief period at OrangeTheory Fitness and the University of Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary 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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David G

Series 66

St Louis, MO

Edward Jones

David Gantt II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Therion PC LLC and Midwest Acceptance Corporation, as well as teaching at the University of Miami. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. 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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Darin B

CFP®, Series 63

St. Louis, MO

Raymond James Financial

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

Charles Potts is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and having nine years of industry experience. He worked at Scottrade from 2012 to 2017 before joining Edward Jones, where he has been advising clients since 2017. 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 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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Josiah A

Series 66

St Louis, MO

Edward Jones

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged
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Donald R

Series 66

St. Louis, MO

Edward Jones

Donald Rowe is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 24 years of experience with the firm since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through 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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