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Karla B

Series 66

St. Louis, MO

Edward Jones

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2007. 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 provides 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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Chad B

Series 66

Waterloo, IL

Edward Jones

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and 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 offers a range of 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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Jennifer H

CFP®, ChFC®, Series 66

Maplewood, MO

Edward Jones

Jennifer Hansell is a financial advisor at Edward Jones in Maplewood, MO, holding the CFP®, ChFC®, and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Multi-generational wealth transfer Executive
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Erin P

CFP®, Series 63

St. Louis, MO

Edward Jones

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Adrian B

Series 63, Series 66

St. Louis, MO

Edward Jones

Adrian Buehler is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services and TD Ameritrade/Charles Schwab & Co., 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, managing over $1 trillion in assets through a nationwide network of financial advisors.

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

Series 66

Saint Louis, MO

Edward Jones

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families
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Scott Z

Series 63, Series 66

St Louis, MO

Edward Jones

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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, as well as affiliated mutual funds and tax-efficient services.

General retirement planning Retired Founder/Business Owner Executive
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Jennie B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets and 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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Michael M

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Medina is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a diverse background including roles in the restaurant and retail industries. 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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Jeffrey F

Series 66

St. Louis, MO

Edward Jones

Jeffrey Fraelich is a Series 66 credentialed financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. In addition to his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center in Tempe, Arizona. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. 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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Jin S

CFA®, Series 63

St. Louis, MO

Edward Jones

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Debra Middleton is a financial advisor with Edward Jones in Bridgeton, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory 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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Teresa G

Series 63, Series 66

St. Louis, MO

Edward Jones

Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies.

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

Series 66

St. Louis, MO

Edward Jones

Tonie Coleman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.

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

Series 66, Series 63

Kirkwood, MO

LPL Financial

Jeffrey Cary is a financial advisor with LPL Financial in Kirkwood, MO, holding Series 66 and Series 63 designations and 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he owns and operates a farm business, Cary's Mound Farm. 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 a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types and platforms.

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

Series 66

St. Louis, MO

Edward Jones

Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. 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 nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property in St. Louis. 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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Lindsay B

Series 66

St. Louis, MO

Edward Jones

Lindsay Baumgartner is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she works part-time as a certified pharmacy technician at Walgreens and is self-employed as a dog and house sitter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary advisory programs.

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

Series 66

St. Louis, MO

Edward Jones

Paul Myers is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, including 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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Ashley M

Series 66

St. Louis, MO

Edward Jones

Ashley Mc Whorter 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 2014. 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 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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