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Brock T

Series 66

St. Louis, MO

Edward Jones

Brock Theisen is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. He has also been involved with organizations such as Urbandale Golf and Country Club and The Freeport Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated mutual funds.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Aegerter is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has worked at Edward Jones since 2017 and previously at Scottrade Inc from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Solovic is a financial advisor at Edward Jones with 22 years of industry experience. She previously spent 15 years at Wells Fargo Clearing before joining Edward Jones in 2026. Outside of her advisory work, she is the author of a book titled *Broken Willow*, which addresses mental health awareness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

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

Series 66

St Louis, MO

Edward Jones

Robert Gregory is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,000 financial advisors.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Sean Manners is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently affiliated with Edward Jones in St. Louis, MO, where he has worked since 2018, with a brief interlude at US Bank, Cetera Advisors LLC, First Allied Securities, and Valletta Property Group. Prior to his financial advisory roles, he spent four years at Ernst & Young. 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 services, 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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Brock H

Series 66

St Louis, MO

Thrivent Investment Management

Brock Howard is a financial advisor at Thrivent Investment Management in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and has worked with Thrivent since 2018. Outside of his advisory role, he serves as Chairman of the Board for Faith Through Fire, an organization supporting women facing breast cancer and their families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across a range of financial topics.

Business ownership considerations
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David S

Series 63, Series 65

Belleville, IL

Raymond James & Associates

David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cameron P

Series 66

Des Peres, MO

Morgan Stanley

Cameron Preston is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2010. He holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

General estate planning guidance
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Nicholas S

Series 66

St. Louis, MO

Edward Jones

Nicholas Svoboda is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Amazon.com Services LLC and has experience in education at the high school and middle school levels. 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. The firm offers a range of investment strategies and advisory services 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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Brittany W

ChFC®, Series 66

St. Louis, MO

Edward Jones

Brittany Wishman is a financial advisor at Edward Jones with a ChFC® designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked in real estate with Keller Williams Realty West & Partners, Barrett Realty Group, and St. Louis Realty Partners. Outside of advising, she holds a part-time role assisting with transaction coordination at Contract to Close Solutions LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a 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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Patrick L

Series 66

St. Louis, MO

Edward Jones

Patrick Linn is a financial advisor at Edward Jones with 23 years at the firm and 14 years of industry experience. He holds a Series 66 designation and 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 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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Darren I

Series 63

St. Louis, MO

Edward Jones

Darren Irish is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1999. The firm serves more than four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor network, broad branch footprint, and affiliated capabilities such as a trust company and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

David Pasch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, operating under a fiduciary standard.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Gregory Goin is a CFP® with 18 years of experience in the financial industry. He has been with Edward Jones in St. Louis, MO since 2008. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Martina B

Series 66

St. Louis, MO

Edward Jones

Martina Bishopp is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 6 years of industry experience. She has been with Edward Jones since 2011. 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. The firm manages approximately $1.01 trillion in assets under management 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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Marc K

Series 66

St. Louis, MO

Edward Jones

Marc Kenning is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of wealth management services, 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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Juan G

Series 66

Sunset Hills, MO

Edward Jones

Juan Garza is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and leadership at Lighthouse Digital LLC. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies as well as affiliated investment products and services.

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

Series 66

St. Louis, MO

Edward Jones

Timothy Lueders is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 17 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of advisory 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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Matthew R

CFP®, Series 66

St. Louis, MO

Edward Jones

Matthew Robinson is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. In addition to his advisory role, he has worked at Men's Wearhouse since 2004, assisting customers and training new associates. 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 through a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated investment products.

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

Series 63, Series 66

Webster Groves, MO

Edward Jones

Gregory Ashley is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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, manages approximately $1.01 trillion in assets, and operates 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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