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Matthew C

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 66 designations. 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 provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

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

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Robert Myers is a CFP® and ChFC® affiliated with Edward Jones in St. Louis, MO, where he has 17 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, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. 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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Sheila V

Series 66

St. Louis, MO

Edward Jones

Sheila Van Essen is a Series 66–licensed financial advisor with Edward Jones in St. Louis, Missouri. She has nine years of industry experience, including a decade at Ernst and Young before joining Edward Jones in 2017. 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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Michael Z

Series 66

St. Louis, MO

Edward Jones

Michael Zangrilli is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he operates an online used book business and works part-time as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment options, 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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Li Ming Y

Series 63, Series 66

Chesterfield, MO

Wells Fargo Clearing

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. Yin has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting 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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Dustin W

Series 63, Series 65

Chesterfield, MO

OSAIC

Dustin Ward is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory role, he is a managing partner and insurance agent for two LLCs focused on the sales of fixed annuities and insurance products. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through multiple programs, utilizing a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Annuities Private / alternative investments
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John F

Series 66

St. Louis, MO

Fidelity

John Fink is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant from 2024 to 2026, a Relationship Manager in 2024, and a Financial Representative from 2023 to 2024, all within Fidelity Investments. He also has experience as an Investor Services Representative at Charles Schwab from 2022 to 2023. John holds a California Insurance License. His professional approach focuses on providing a client-obsessed, holistic financial planning and service experience. Outside of his professional career, John enjoys activities such as going to the beach, cooking and baking, spending time with family, watching movies, caring for pets, and swimming.

Wealth management Passive / index investing Active portfolio management Financial Professional
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Deepa C

Series 66

St. Louis, MO

Edward Jones

Deepa Chandran is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She 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, offering 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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Hannah K

Series 66

St. Louis, MO

Edward Jones

Hannah Knott is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with Tacos y Tequila and Lavelle's Bistro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a broad national 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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Joshua A

Series 66

St. Louis, MO

Edward Jones

Joshua Astudillo is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 8 years of industry experience, all of which he has spent at Edward Jones since 2015. 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 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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David D

Series 65, Series 63

Frontenac, MO

Wells Fargo Clearing

David Durrill is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 65 and Series 63 licenses and having 16 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 services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Kamikka M

Series 66

St. Louis, MO

Edward Jones

Kamikka Moore is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. She has been with Edward Jones since 2003. 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 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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Matthew W

CFP®, Series 66

St. Louis, MO

Equitable Advisors

Matthew Wischmeier is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Equitable Advisors and has previously worked at firms including Stifel Independent Advisors, Century Securities Associates, and KBW. Outside of his advisory role, he serves as a notary for the State of Missouri. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to implement investment solutions tailored to client risk tolerance and needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael B

Series 63, Series 66

Arnold, MO

Charles Schwab

Michael Bach is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he rents a lake condo at Lake Ozark, MO during the summer months. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Mark G

Series 63, Series 65

Clayton, MO

STIFEL

Mark Goddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 1994 and also maintains a role with B & H Petroleum since 1986. Outside of his advisory work, he serves on the board of the St. Louis Elks Lodge #9 and chairs the Broadcast Committee for the St. Louis community parade. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services informed by a proprietary investment strategy developed by its Investment Strategy Group.

General retirement planning Income planning
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Anthony V

Series 66, Series 63

St Louis, MO

Edward Jones

Anthony Vierling Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Vierling serves as one of three trustees for Villas at Sienna Oaks, a residential community in St. Louis, MO. 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, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. 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 and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.

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

CFP®, Series 66

Chesterfield, MO

Mass Mutual Investors Services

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jody G

Series 66

Clayton, MO

STIFEL

Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

General retirement planning Income planning
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