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James M

Series 66

St. Louis, MO

Edward Jones

James Michaels IV is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2004. He has 19 years of industry experience. Outside of his advisory role, he occasionally helps out with his parents' retail business, Pet Supplies Plus. 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 with an emphasis on fiduciary standards, 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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Michael A

Series 66

St. Louis, MO

Edward Jones

Michael Albritton is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Edward Jones since 2004. 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, and operates under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Hood is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is a part owner of Vacations By Melinda LLC, a travel agency, where he assists with bookkeeping, tax preparation, and website design. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions 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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Jeffrey R

Series 66

Fenton, MO

Edward Jones

Jeffrey Roethemeyer is a financial advisor at Edward Jones in Fenton, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Spartan Light Metal Products before joining Edward Jones in 2022. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Andrew C

Series 63, Series 66

St. Louis, MO

Edward Jones

Andrew Countaway is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Countaway serves as a board member for New Life Christian School in Bridgeton, MO, advising on school life matters. 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 managed solutions and separately managed accounts, supported by a large 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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Robert M

CFP®, Series 63

Ellisville, MO

Ameriprise

Robert Mac Donald is a CFP®-certified financial advisor with Ameriprise Financial Services, Inc., where he has worked since 2005. He has 36 years of industry experience and holds a Series 63 license. Outside of his advisory work, he is involved in music production through ownership of RSM Records LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Deborah R

Series 63, Series 66

St. Louis, MO

Edward Jones

Deborah Rademeyer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of approximately 23,701 financial advisors. The firm offers a range 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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Edwin H

Series 63, Series 65

Ellisville, MO

Primerica Advisors

Edwin Horn III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at MedImpact, TruVeris, Express Scripts, and National Planning Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rebecca H

Series 66

St. Louis, MO

Edward Jones

Rebecca Head is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. 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. The firm manages approximately $1.01 trillion in assets and offers a range of investment 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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Adam F

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Foster is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at The Vanguard Group for two years and has a diverse background including roles at LHH, StormWind Studios, Fox Restaurant Concepts, and Naked BBQ. 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 supported by a large 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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Claire G

Series 66

St Louis, MO

Edward Jones

Claire Gantt is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has spent her entire career at Edward Jones, beginning in 2017. Prior to her advisory role, she was affiliated with Truman State University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Elizabeth H

Series 66

St. Louis, MO

Edward Jones

Elizabeth Hailand is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with additional experience at Olin Business School, Washington University. 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 supported by a large national network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Anna Schiermann is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over 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 manages approximately $1.01 trillion in assets under management and operates 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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Tracy C

Series 66

St. Louis, MO

Edward Jones

Tracy Coble is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by 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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James M

CFP®, Series 66

St. Louis, MO

Edward Jones

James Merenda Jr. is a CFP® and holds a Series 66 license, working with Edward Jones in St. Louis, MO. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Erin Marshall is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. 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 operates with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Erica Hong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 14 years of industry experience. She 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 manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 65

Columiba, IL

STIFEL

Brad Rippelmeyer is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America from 2012 to 2020. Outside of his advisory role, he is involved with St. John United Church of Christ in Valmeyer, IL, serving as chairman of the annual fall picnic committee and as a board member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

General retirement planning Income planning
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Valquennette T

Series 66

St. Louis, MO

Edward Jones

Valquennette Taylor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she owns an event planning business named Subtle Changes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national 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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Marlo P

Series 66

Webster Groves, MO

Edward Jones

Marlo Proctor is a financial advisor with Edward Jones in Webster Groves, MO, holding a Series 66 designation and 18 years of industry experience—all with Edward Jones. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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