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Donald T

Series 66

St. Louis, MO

Edward Jones

Donald Trainer is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he is involved with the St. Louis Symphony and the Bach Society of St. Louis. 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 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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Taylor T

Series 66

St. Louis, MO

Edward Jones

Taylor Thomison is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. He holds the Series 66 designation and has previously worked at John Hancock Investment Management Distributors LLC and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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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Christopher N

Series 66

St Louis, MO

Edward Jones

Christopher Neupert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Hubbard Radio 101 ESPN for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kristen H

Series 66, Series 63

Saint Louis, MO

Merrill

Kristen Hill is a financial advisor with Merrill in Saint Louis, MO, holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior experience includes roles at Charles Schwab, TD Ameritrade, Wells Fargo, and Bank of America. Hill’s background also includes work outside of finance with Al Salam Day School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Debojit N

CFA®, Series 66

St. Louis, MO

Edward Jones

Debojit Nayak is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Cornell University from 2015 to 2017. 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 under management and offers a range of advisory services, 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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Katherine M

Series 66

St. Louis, MO

Edward Jones

Katherine Mooney is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, following five years at Wells Fargo Clearing. Based in St. Louis, MO, she provides advisory services within a well-established firm. 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 advisory programs and investment strategies through 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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Hillary C

Series 66

St. Louis, MO

Edward Jones

Hillary Clemens is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Clemens teaches seminars for parents through the Anasazi Foundation, a nonprofit focused on wilderness therapy, and paints and sells hand-painted greeting cards under The Clementine Press. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates 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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Kara B

Series 63, Series 66

St. Louis, MO

Edward Jones

Kara Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she is the owner and president of Bishop & Associates, LLC, a plumbing and mechanical repair business in Eureka, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions. The firm operates an extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Erin Fuehrmeyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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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Joseph H

Series 66

Des Peres, MO

LPL Financial

Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at MassMutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. He also engages in selling life insurance as part of his professional activities. 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 financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and leveraging technology for operational and research functions.

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

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Zachary Gildehaus is a CFP®, CFA®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2013. He has 11 years of industry experience and is based in St. Louis, MO. In addition to his advisory role, he serves as an adjunct professor at Webster University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discreet and non-discretionary strategies, and maintains 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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Yelena G

Series 66

St. Louis, MO

Edward Jones

Yelena Gamblin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory work, she is engaged in photography as an occasional activity. 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 affiliated investment options. The firm is notable for its extensive network of financial advisors and branch offices, alongside offering discretionary and non-discretionary managed solutions and other specialized services.

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

Series 66

St. Louis, MO

Edward Jones

Jody Keele is a Series 66 licensed financial advisor at Edward Jones in St. Louis, MO, with 10 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. 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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Mark V

ChFC®, Series 66

Sunset Hills, MO

Edward Jones

Mark Vance is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years at Indiana Automotive Fasteners Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Divorce financial planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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Jingyi S

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Jingyi Sui is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014 and also works part-time as a financial analyst for WTS Paradigm, an IT company serving building products manufacturers and related businesses. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors nationwide.

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

CFP®, Series 66

Saint Louis, MO

Cetera

James Milford is a CFP® with 18 years of industry experience currently affiliated with Cetera Wealth Services, LLC. He has held positions at several firms, including LPL Financial, Creative Planning, and Charles Schwab. Milford also operates Milford Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

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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Valerie B

Series 63, Series 65

Des Peres, MO

LPL Financial

Valerie Baker is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Amy James is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of investment strategies and operates under a fiduciary standard, 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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Carrie G

Series 66

St Louis, MO

Edward Jones

Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment 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.

Charitable giving tax strategies Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner LGBTQIA
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Melissa K

Series 66

St. Louis, MO

Edward Jones

Melissa Krus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients 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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