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Nathanael N

Series 66

Sappington, MO

Edward Jones

Nathanael Neal is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked at Panera Bread Co for seven years. 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 under management 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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Robert S

Series 63, Series 65

St. Louis, MO

Edward Jones

Robert Sutter is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining Edward Jones in 2026, he worked at Private Client Services and RFG Advisory, LLC (dba Four Seasons Wealth Management), among other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by 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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Geoff S

Series 66

St. Louis, MO

Edward Jones

Geoff Stonner is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Wyatt ERP Systems and 27 Global, and has held prior roles at Edward Jones totaling 13 years. Edward Jones is a full-service wealth management firm serving 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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Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory career, he has been involved with Wilke Window and Door as well as Lawn Wranglers for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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George A

Series 66

St. Louis, MO

Edward Jones

George Agai is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Goldman Sachs and has held roles outside finance, including as Head Coach of a junior varsity soccer team and as visiting faculty at Principia College, where he teaches a course on discovering business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

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

Series 63, Series 66

Swansea, IL

Merrill

Anthony Segobiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in goals-based wealth management, serving affluent families, accomplished professionals, successful business owners, and individual investors. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. Anthony has over 22 years of experience in wealth management, preceded by 17 years in the insurance industry, which provided a foundation for expanded estate planning services and a strong customer service model. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Illinois University. In addition to his professional responsibilities, Anthony volunteers with student athletes in the St. Louis area and has served as an assistant and associate head coach for girls and boys soccer teams at Belleville West High School and Columbia High School, respectively. He is also a member of the Elks Club. Outside of work, Anthony enjoys spending time with his wife Gina and their children, traveling, and participating in various sports including basketball, boating, football, golfing, ice hockey, running, and soccer.

Wealth management ESG / Sustainable investing General estate planning guidance Retirement income strategy
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Christopher P

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Pfeifer is a financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Inc and Scottrade Inc. Edward Jones is a full-service wealth management firm serving more than 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 and operates 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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Gregory K

CFA®, Series 63

St. Louis, MO

Edward Jones

Gregory Karcher is a CFA® charterholder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm is recognized for its extensive advisor network and branch presence, as well as its integrated capabilities including trust services and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Gretchen Trevaskis is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role since 2018 and previously worked at Protiviti from 2014 to 2018. Gretchen holds a Series 66 designation. 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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Brooke F

Series 66

St. Louis, MO

Edward Jones

Brooke Forbes is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with nine years at the firm and a total of four years in the industry. Prior to joining Edward Jones, she worked for Flight Safety International. 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 strategies supported by a large network of advisors and branch offices, managing 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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Elizabeth B

Series 66

St. Louis, MO

Edward Jones

Elizabeth Bethel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as additional affiliated services such as a trust company and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Mary Hawley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at the University of Missouri’s Trulaske College of Business from 2017 to 2020 and has also held roles with the South Korean Provincial Office of Education and at the Jeollamnamdo English Camp. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary 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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Reece G

Series 65, Series 63

Belleville, IL

Mass Mutual Investors Services

Reece Goddard is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has recently started his career in the financial industry, joining the firm in 2026. His prior work experience includes roles at Pioneer Wealth Management and Corpay, as well as various positions in education and the military. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm structures its financial planning as annual, collaborative engagements that use approved analytical tools to deliver written recommendations without investment discretion by advisors.

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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Nicholas M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by 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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Andrew Z

ChFC®, Series 66

Saint Louis, MO

Cetera

Andrew Zanowski is a financial advisor with Cetera who holds the ChFC® designation and Series 66 license, with 15 years of industry experience. He has worked at firms including LPL Financial and Securities America, and has operated Zanowski Financial Group since 2011. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy S

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment 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 nationwide.

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

Series 63, Series 65

Belleville, IL

LPL Financial

Michael Dunnigan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. and Primerica Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert M

Series 66

St Louis, MO

Cambridge Investment Research Advisors

Robert Munroe is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network, Triad Financial Group, and Cardinal Wealth Planning. Munroe is also involved in fixed insurance sales as a separate business activity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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