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Carter L

Series 66

St. Louis, MO

Edward Jones

Carter Leeka III is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones for the entirety of his career, starting in 2016. 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 under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Vanessa Okwuraiwe 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 2001. Outside of her advisory role, she serves as a board member of the Shakespeare Festival St. Louis and is a published author of a children's book. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies and affiliated capabilities. The firm manages over $1 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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Thomas F

Series 66

St. Louis, MO

Edward Jones

Thomas Falke is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2019. He has six years of industry experience and previously held roles at Judge Group, SaveALot, Beacon Hill, Panum Group, and Alkem Laboratories. Falke is also listed as the principal of The Falcon Ops Project, a dormant project management consulting LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various 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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Cynthia P

ChFC®, Series 63, Series 66

Sunset Hills, MO

Edward Jones

Cynthia Parson is a financial advisor at Edward Jones with 18 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2010. Outside of her advisory role, she is associated with Parson Pub LLC, a restaurant and bar in French Village, MO. 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 and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary 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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Logan C

Series 66

St. Louis, MO

Edward Jones

Logan Chartrand is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, Chartrand owns and operates WhizBang Media, LLC, a media production company focusing on podcast and audio content, and coaches high school football for the Francis Howell Central Spartans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, SMAs, 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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Bridget W

Series 63, Series 66

St. Louis, MO

Edward Jones

Bridget Wilson is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2008. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of about 23,701 financial advisors and 15,121 branch offices.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Percich is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 66 and Series 63 designations. Percich previously worked at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Scottrade 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 financial advisors and branch offices, managing approximately $1.01 trillion in assets.

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

Series 66

St. Louis, MO

Edward Jones

Timothy Boettcher is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2011. 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 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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Christine M

Series 66

St. Louis, MO

Edward Jones

Christine Martin is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 17 years of industry experience. Martin has been with Edward Jones since 1999. 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, 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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Anthony G

CFP®, Series 63, Series 66

Fenton, MO

Raymond James Financial

Anthony Gorman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has also held roles at Waddell & Reed Inc and various insurance carriers. Gorman is the CEO of Crimson King Enterprises LLC and works as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools and supports a broad advisor network including municipal and public finance clients.

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

Series 66

St. Louis, MO

Edward Jones

Virginia Young is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has seven years of industry experience. She previously worked at Compass Health Network for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than 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 maintains 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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Margaret M

Series 66

St. Louis, MO

Edward Jones

Margaret Moore is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory 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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Steven G

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Goodyear is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones and its predecessor, Edward D. Jones & Co., L.P., since 1997. 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 approximately 23,701 advisors, offering 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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Scott W

Series 63, Series 66

St. Louis, MO

Edward Jones

Scott Weindel is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. 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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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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John S

Series 66

O'Fallon, IL

Merrill

John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Lindsay M

Series 65

O Fallon, IL

Wells Fargo Clearing

Lindsay McMillin is a financial advisor with Wells Fargo Clearing holding a Series 65 designation and two years of industry experience. She previously worked at Clark Wealth Partners, LLC and has been involved with Zyia Active and Rodan + Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate managers and investment options.

Retired Founder/Business Owner
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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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