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Jason S

Series 63, Series 65

St Louis, MO

LPL Financial

Jason Stone is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Commerce Bank and Northwestern Mutual across various roles from 2022 to 2024. 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, model portfolios, and institutional platforms, utilizing a broad range of investment strategies supported by research and technology tools.

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

Series 63, Series 65

St. Louis, MO

STIFEL

Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Greg K

Series 66

St. Louis, MO

Wells Fargo Advisors

Greg Kluesner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and investment solutions, utilizing proprietary research and planning 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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Jacob K

Series 66

St Louis, MO

Cetera

Jacob Kayser is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with Cetera in St. Louis, MO. He has worked at Renaissance Financial Corp since 2021 and held positions at Securian Financial Services Inc. prior to joining Cetera. Outside of his advisory role, he works as a contractor driver for DoorDash. Cetera is an SEC-registered investment adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

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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Kimberly W

Series 66

St. Louis, MO

Wells Fargo Clearing

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. She has worked at various Wells Fargo entities since 2016. Outside of her advisory role, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Alicia O

Series 63, Series 66

Columbia, IL

Edward Jones

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service 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, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Wealth management Inheritance planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Mor W

Series 66

Belleville, IL

Cetera

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

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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Liam H

Series 66

St. Louis, MO

LPL Financial

Liam Higgins is a financial advisor with LPL Financial based in St. Louis, MO. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at North Inc., EPIC Systems Group, and Coldwell Banker Real Estate School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services supported by various investment strategies and operational tools.

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

Series 63, Series 65

St. Louis, MO

STIFEL

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Christina W

Series 63

St. Louis, MO

Wells Fargo Clearing

Christina Wisneski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jason C

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Jason Clark is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven strategies with diversified investment options through its extensive platform.

Retired Founder/Business Owner
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Timothy H

CFA®, Series 65

St. Louis, MO

STIFEL

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John Z

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

John Zensen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes a year with A. G. Edwards & Sons, Inc. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Retired Founder/Business Owner
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Joshua G

Series 66

St. Louis, MO

STIFEL

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Mary F

Series 63, Series 66

Saint Louis, MO

LPL Enterprise

Mary Ferry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
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Michael K

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Kennedy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides specialized planning in areas such as retirement, education, and wealth transfer, with advisors employing proprietary research and tools to deliver 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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Zachary M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Zachary Myers is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to his advisory role, he was involved with RHI General Group and worked at Dewey's Pizza while attending Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, with tailored recommendations supported by proprietary research and tools.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Amy Dumont is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses. She has 24 years of industry experience, including 10 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

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

Series 63, Series 66

Swansea, IL

Merrill

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Stacy A

Series 63, Series 65

St Louis, MO

Cetera

Stacy Androuais is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services since 2023, and Renaissance Financial since 2016. Androuais also serves as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program options and third-party money managers.

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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