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Kelly W

Series 66

St. Louis, MO

Edward Jones

Kelly Warner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Warner worked at Deloitte for four years. 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 solutions, supported by a nationwide network of more than 23,000 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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Emily W

Series 66

St. Louis, MO

Edward Jones

Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, MO. 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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Melissa S

Series 66

Millstadt, IL

Edward Jones

Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial 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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Megan W

Series 66

St. Louis, MO

Edward Jones

Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 advisors and branch offices.

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

Series 66

Waterloo, IL

Edward Jones

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. 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 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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Andrew M

Series 63

St. Louis, MO

Edward Jones

Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 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 advisory programs and investment strategies through 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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Steven K

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to 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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Jake W

CFP®, Series 65, Series 63

St. Louis, MO

Edward Jones

Jake Weinstein is a CFP® certificant and registered investment adviser with 11 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Wells Fargo Clearing Services LLC, Scottrade, Inc., and Equitable Advisors. He is based in St. Louis, MO. 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 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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Christine R

Series 66

St. Louis, MO

Edward Jones

Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, offering 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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David B

Series 63, Series 66

Swansea, IL

Edward Jones

David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. 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 through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Jasmin S

Series 66

St. Louis, MO

Edward Jones

Jasmin Skopljak is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Jasmin worked at Bethesda Health Group and Unidine. Outside of finance, Jasmin has experience working as a grocery associate at Dierbergs, where responsibilities included stocking shelves and unloading trucks. 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 nationwide network of advisors and offices.

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

Series 66

St. Louis, MO

Edward Jones

Milap Mehta is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Lifeline Vascular Care and Alight Solutions. 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 financial advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Zachary B

Series 66

St. Louis, MO

Edward Jones

Zachary Beiermann is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, having six years of industry experience. His work history includes roles at Edward Jones since 2018, as well as positions at Indiana University and Diversified Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and is noted for its extensive retail advisor and branch footprint and affiliated financial services beyond traditional advisory offerings.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Leonard Pritchett II is a CFP®-designated financial advisor with over 30 years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 1995. 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 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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Patrick R

CFA®, Series 66

St. Louis, MO

Edward Jones

Patrick Riordan is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Based in St. Louis, MO, he works at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. 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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Troy G

Series 66

St. Louis, MO

Edward Jones

Troy Groat is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, 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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Anna K

Series 63, Series 66

Belleville, IL

LPL Financial

Anna Kamp is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, she spent 15 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory role, she is involved with Golden Eagle Land Crop Restoration Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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

Series 66

St. Louis, MO

Edward Jones

Brendan Kane is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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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John R

CFP®, Series 66

St. Louis, MO

Edward Jones

John Roskowske is a CFP® professional with 13 years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Stifel from 2011 to 2017. He is based in St. Louis, MO. 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, operating under a fiduciary standard.

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