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William O

Series 66

Columbia, IL

Edward Jones

William Onder III is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he worked at LEC LTG and Ward & Burton. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Saint Louis, MO

Raymond James Financial

Timothy Hogan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Saint Louis, MO. He has held roles at Raymond James and its affiliates since 2013 and operated his own financial practice for 30 years prior. Hogan is also the owner of Hogan Group Financial, LLC, a pass-through entity related to his financial services business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

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

Series 66

St. Louis, MO

Edward Jones

Catherine Dalton is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She worked at Washington University in St. Louis for six years prior to joining Edward Jones in 2022. 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 programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 66

St. Louis, MO

Edward Jones

Gregory Barrett is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, 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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Mark A

Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Austin is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Craig Vandenburg is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Rasheedah K

Series 66

Saint Louis, MO

Thrivent Investment Management

Rasheedah Krus is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, with options to combine planning with managed-account programs while maintaining separation between the two services.

Business ownership considerations
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Tammy G

Series 66

St. Louis, MO

Edward Jones

Tammy Gregory is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide 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 financial advisors and branch offices across the United States.

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

Series 66

St. Louis, MO

Edward Jones

Daniel Dornseif is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. He has been with Edward D. Jones & Co., L.P. 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 strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 63, Series 65

St. Louis, MO

OSAIC

Christopher Hartrich is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, Inc., and Edward Jones. He also owns a sole proprietorship focused on marketing life and long-term care insurance and provides life and health insurance services through Leer Financial Wealth Management LLC. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and is known for its scale, complex affiliate network, and recent consolidation activity.

Annuities Private / alternative investments
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Sean S

Series 66

St Louis, MO

Edward Jones

Sean Springer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles at Edward Jones since 2017 and prior experience with Scottrade and Uber Technologies. He is involved in a family investment LLC that focuses on various business investments. 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 approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning ESG / Sustainable investing Doctor or Medical Professional Religious/faith focused Values-based investing Intergenerational Families
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Preslee G

Series 66

St. Louis, MO

Edward Jones

Preslee Gass is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has a background in the cosmetics industry, having worked at Too Faced, The Estee Lauder Companies Inc., Coty, and Tarte Cosmetics before transitioning to financial services. Her prior experience also includes a decade of full-time education. 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 and investment solutions 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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Cody R

Series 63, Series 66

Ballwin, MO

Charles Schwab

Cody Rabe is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Bank of America, and Sotolar Masonary Restoration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Zachary B

Series 63, Series 66

St. Louis, MO

Edward Jones

Zachary Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following positions at TD Ameritrade, Gateway Land Services, and Bank of America. Outside of his advisory role, he owns a residential rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Megan St.John is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. She holds the Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

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

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Susan Mcbee is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Series 66

Manchester, MO

Mass Mutual Investors Services

Gabrielle Vigil is a financial advisor with Mass Mutual Investors Services in Manchester, MO, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Mass Mutual Life Insurance Company, Lenox Advisors, Inc, LPL Financial, and Waddell & Reed, Inc. She also worked as a notary for seven years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides written recommendations through annual collaborative engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jonathan D

Series 66

St Louis, MO

Thrivent Investment Management

Jonathan Drew is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. Before joining Thrivent, he was employed at Select Medical for 11 years. He serves as a board member of the Kirkwood-Des Peres Chamber of Commerce, participating in local business development and community events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Madilynn W

Series 66

St. Louis, MO

Edward Jones

Madilynn Woodham is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. Prior to joining Edward Jones, she held roles at Busch Stadium and was involved with University of Missouri-St. Louis Residential Life and Housing, as well as the Pierre Laclede Honors College. 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 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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Philip M

Series 63, Series 66

St Louis, MO

Edward Jones

Philip Munsterman Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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