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Dominick F

Series 63, Series 66

St. Louis, MO

Edward Jones

Dominick Ferranto III is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2000 and has prior experience at Princor Financial Services Corporation and Principal Life Insurance Company dating back to 1998, as well as Phoenix Home Life since 1997. Outside of financial services, he owns and operates a personal farmland used for hunting and camping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a broad range of advisory programs and investment solutions through a large national network of financial advisors.

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

Series 63, Series 66

Saint Louis, MO

Raymond James Financial

James Cribbs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously owned Cribbs Financial Services. Based in Saint Louis, MO, he has been affiliated with Raymond James since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using advanced analytical tools and supports advisory programs with specialized municipal and public-finance capabilities.

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

Series 66

St. Louis, MO

Edward Jones

Robert Spinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 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, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

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

Series 66

Oakville, MO

Edward Jones

Kelly Doss is a Series 66-licensed financial advisor at Edward Jones with one year 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, 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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Jennifer O

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Obrien is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Gregory Leiendecker is a financial advisor with Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 credentials and having 22 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 with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Eric E

CFP®, Series 66

St. Louis, MO

Edward Jones

Eric Estelle is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. He has previously worked at Stifel Independent Advisors, Larson Financial Group, Benjamin F. Edwards, and STIFEL NICOLAUS & CO INC. Estelle is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 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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Lisa L

Series 63, Series 65

St. Louis, MO

Cetera

Lisa Lang is a financial advisor with Cetera based in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Cetera since 2018 and has a longer tenure at affiliated entities dating back to 2002. Outside of her advisory work, she is a CPA providing QuickBooks support, business consulting, and tax preparation for business clients. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of advisors.

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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Mc Kenzie K

Series 66

St. Louis, MO

Edward Jones

Mc Kenzie Knight is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2022, Knight worked at Shirlee Green Preschool and Panera LLC. 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 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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Percy V

Series 66

St. Louis, MO

Edward Jones

Percy Vanacht is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, including a year at Westminster College prior to joining Edward Jones in 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 programs and investment strategies, supported by a nationwide network of more than 23,700 financial 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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Cassie R

Series 66

St. Louis, MO

Edward Jones

Cassie Reid is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Cassie is involved in dog sitting through a local business. 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 and services, including discretionary and non-discretionary strategies, access to 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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M Diane W

Series 66

Arnold, MO

Ameriprise

M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shelley D

Series 66

St. Louis, MO

Edward Jones

Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Garrett B

CFA®, Series 66, Series 63

St. Louis, MO

Edward Jones

Garrett Bernreuter is a CFA® charterholder and holds Series 66 and Series 63 licenses with five years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined in 2024 after roles at Commerce Bank, CitiGroup Global Markets, and Stifel Nicolaus, among others. Outside of his advisory work, he is the owner of Pamela Joan Boutique LLC, a clothing retail business. 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. The firm manages approximately $1.01 trillion in assets and operates 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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Jory T

Series 66

St. Louis, MO

Edward Jones

Jory Taylor is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing before joining Edward Jones in 2012. Taylor serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive 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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Thomas P

Series 65, Series 63

St Louis, MO

Primerica Advisors

Thomas Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2014 and has prior experience with PFS Investments Inc. and M&K Financial Services, Inc. In addition to his advisory role, he is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kristina K

Series 66

St. Louis, MO

Edward Jones

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and 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 offers a wide range of advisory programs and investment solutions, 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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Paul G

Series 66

St. Louis, MO

Edward Jones

Paul Graser 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 2009. Outside of his advisory role, he umpires baseball tournament and league games for Triple-Play Tournaments in St. Charles, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with 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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Kevin E

Series 63, Series 66

Belleville, IL

Cetera

Kevin Edwards is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with multiple firms including Avantax and CEC Financial Group, where he serves as a member and financial advisor. Outside of his advisory roles, Edwards manages an LLC that owns a plane rented to students at a flight school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to both 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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Edward D

Series 66

St. Louis, MO

Edward Jones

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he is the owner and operator of an LLC related to rental properties in Manistee, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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