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David S

Series 63, Series 66

St Louis, MO

Thrivent Investment Management

David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.

Business ownership considerations
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Brett D

Series 63, Series 65

Chesterfield, MO

Edward Jones

Brett De Nap is a financial advisor at Edward Jones in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has been with Edward Jones since 2026 and has prior experience at McKendree University and involvement with local hockey organizations. Brett also operated Brett DeNap, LLC from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer General retirement planning Professional Athlete
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Austin R

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

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

Series 66

St. Louis, MO

Edward Jones

Megan Wilson is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has six years of industry experience, including a prior role at Vatterott Educational Centers, Inc. Megan also operated Wilson Compliance Consulting, LLC briefly in 2019. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Thomas Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2002, primarily based in Maryland Heights, MO. 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 with approximately $1.01 trillion in assets under management. The firm maintains a large national presence with a broad 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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Clark M

CFP®, Series 63

St Louis, MO

Raymond James & Associates

Clark Morrison is a CFP® with 42 years of industry experience, currently affiliated with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. He serves as a co-trustee for his father. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brendan S

Series 66

Chesterfield, MO

Wells Fargo Advisors

Brendan Skinner is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has one year of industry experience and previously worked at Archford Capital Strategies for eight years. Before his financial career, he was involved with the University of Michigan football program for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and sports and entertainment, using proprietary research and tools to develop tailored recommendations.

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

Series 66

St. Louis, MO

Edward Jones

Katie Herndon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists non-profit organizations by providing grant writing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-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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Sarah S

Series 66

Wentzville, MO

Edward Jones

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets through 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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John L

Series 63, Series 65, Series 66

St. Louis, MO

Edward Jones

John Lawrence is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2017 and previously worked at ADP Inc. and ADP Broker Dealer, Inc. from 2011 to 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, managing approximately $1.01 trillion in assets 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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John F

Series 66

St. Louis, MO

Edward Jones

John Frank is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Scottrade, Inc. He has been with Edward Jones since 2019. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Justin Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously was with Cunningham, Vogel & Rost, P.C., as well as the City of St. Louis. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Robert M

Series 66

St. Louis, MO

Edward Jones

Robert Molina is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked with Edward Jones since 2017, including a brief period at Severin Investments, LLC in 2018. Outside of his advisory role, he has worked as a bartender for the Saint Louis Symphony. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates 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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Karen Y

Series 66

O'Fallon, MO

J.P. Morgan Securities

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

General retirement planning Retirement income strategy Income planning Founder/Business Owner
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Eric K

Series 63, Series 66

Chesterfield, MO

Fidelity

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

General retirement planning Income planning Cash flow / budgeting
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Lauren L

Series 66

St. Louis, MO

Edward Jones

Lauren Lang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2019 and also holds a position at Dierbergs Markets, where she has been employed since 2017. 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 under management through a nationwide network of financial advisors 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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Karen H

Series 66

St. Louis, MO

Edward Jones

Karen Hogue is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert (Ernie) M

Series 63, Series 65

Frontenac, MO

Wells Fargo Clearing

Robert (Ernie) Meyers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Meyers serves as a trustee for his spouse’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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John D

Series 63, Series 65

Frontenac, MO

STIFEL

John Doneff is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2001. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Dejanira D

Series 66

St. Louis, MO

Edward Jones

Dejanira Dotson is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, bringing four years of experience at the firm and one year in the industry overall. Prior to her advisory role, she worked in various customer service positions in the food and beverage sector, including as a server and bartender at Babylon Bar & Grill and as a wine tender at Cedar Lake Cellars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and fiduciary 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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