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Michael K

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Kadlec is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations. He has 30 years of industry experience, including 23 years with Edward Jones. 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 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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Christopher K

Series 66

St. Louis, MO

STIFEL

Christopher Klaus is a financial advisor at Stifel in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017. Prior to his advisory role, he spent six years working at Wehenberg Theaters. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Sason J

Series 66

St. Louis, MO

Edward Jones

Sason Jadali is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diode Dynamics for two years. Outside of advisory work, Jadali is a partner in a rental property business where he is involved in tenant communications and property maintenance. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services supported by a 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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Gerald P

Series 65

St. Louis, MO

Edward Jones

Gerald Plowman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Moneta Group Investment Advisors LLC, Deloitte, and Plante Moran, as well as time at the University of Missouri. 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 and separately managed accounts, supported by 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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Charles F

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Seamus H

Series 66

St. Louis, MO

STIFEL

Seamus Hamilton is a financial advisor at Stifel with one year of industry experience. He has been with Stifel since 2018 and holds a Series 66 designation. Prior to joining Stifel, he worked at The Revenue Optimization Companies, the Kansas University Coding Bootcamp, Hayes, and Target. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Stasha H

Series 66

St. Louis, MO

Edward Jones

Stasha Heine is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory solutions 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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Angela R

Series 66

St. Louis, MO

Edward Jones

Angela Rybacki 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 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Guillermo Garsed is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 20 years of industry experience. His work history includes multiple roles within Wells Fargo Clearing Services and Wells Fargo Bank, as well as a position at A. G. Edwards & Sons, Inc. He is also the owner of a non-investment-related business, GSAM LLC, based in Chesterfield, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Gregory F

CFA®, Series 63

St. Louis, MO

Edward Jones

Gregory Fleissner is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Lewis and Clark Capital and Stifel, among other positions. 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 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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Amanda S

Series 66

St. Louis, MO

STIFEL

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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Monica N

Series 66

St. Louis, MO

Edward Jones

Monica Nix is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, 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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Richard F

Series 66

St. Louis, MO

Edward Jones

Richard Frierdich III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 15 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 both discretionary and non-discretionary investment strategies. 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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Michael H

Series 66

Des Peres, MO

LPL Financial

Michael Hayes is a financial advisor with LPL Financial, holding the Series 66 designation and eight years of industry experience. He has previously worked at Edward Jones for eight years and currently maintains roles with Central Bank and LPL Financial. Hayes also serves as a branch manager at Central Trust Bank in Des Peres, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports its advisors with research tools and various institutional platforms.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments and E*Trade Securities, among other roles. Outside of his advisory work, he is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving license. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Zachary T

Series 63, Series 66

St. Louis, MO

Edward Jones

Zachary Tarter 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 since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. 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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Steven L

CFA®, Series 63, Series 65, Series 66

St. Louis, MO

Edward Jones

Steven Low is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has six years of industry experience, including roles at Wells Fargo NA and PlainsCapital Bank before joining Edward Jones in 2025. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets 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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David R

Series 63, Series 66

St. Louis, MO

Edward Jones

David Reichert III is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He has been with Edward Jones for 20 years and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as Board Chair and Consultant/Advisor for the Endangered Wolf Center and works as a part-time arbitrator for FINRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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

Series 66

St.Louis, MO

Wells Fargo Advisors

Keith St. John is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Edward Jones during his career. Outside of his advisory role, he owns Saint Legg Capital, LLC, and is involved in ridesharing services as an Uber driver and a Turo rental car owner. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrea B

Series 63, Series 66

St. Louis, MO

Edward Jones

Andrea Bryant is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she sells fragranced wax and warmers through Scentsy on a consulting basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large retail advisor and branch network, along with affiliated investment and lending services.

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