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Matthew N

Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Shannon S

Series 66

St. Louis, MO

Edward Jones

Shannon Seguin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and operates an eCommerce business focused on online product listings and inventory management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

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

Series 63, Series 65

Frontenac, MO

STIFEL

Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Bret S

Series 66

St. Louis, MO

Edward Jones

Bret Strong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the U.S. Army Reserve since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary 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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Connor H

Series 65, Series 63

St Louis, MO

Raymond James & Associates

Connor Henrichs is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes positions at TD Ameritrade, Edward Jones Investments, and Egyptian Workspace Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jacqueline C

Series 66

St. Louis, MO

Edward Jones

Jacqueline Cintel is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2022. She has three years of industry experience, including a prior role at Spire Energy. 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 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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Matthew C

Series 66

St. Louis, MO

Edward Jones

Matthew Clauss is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 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, offering a range of advisory programs and investment solutions through a large 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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Jack M

Series 66

St. Louis, MO

Edward Jones

Jack Murray is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Challenger and a brief period at OrangeTheory Fitness and the University of Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, 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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Jack L

Series 66

St Louis, MO

Cetera

Jack Lammert is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and Renaissance Financial in various capacities since 2022. Outside of his advisory role, he has experience working in retail and service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform with diverse program options and custodial arrangements.

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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Prem V

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Prem Vareedayah is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, and the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
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David G

Series 66

St Louis, MO

Edward Jones

David Gantt II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Therion PC LLC and Midwest Acceptance Corporation, as well as teaching at the University of Miami. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs, 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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Darin B

CFP®, Series 63

St. Louis, MO

Raymond James Financial

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles P

Series 66, Series 63

St. Louis, MO

Edward Jones

Charles Potts is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with nine years of industry experience. He has worked with Edward Jones since 2017 and previously spent five years at Scottrade. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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David F

CFP®, CFA®, Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory with other financial products, utilizing Wells Fargo’s 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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David P

Series 63, Series 66

Frontenac, MO

Wells Fargo Clearing

David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he has ownership interests in several broadcasting companies and serves as co-trustee for a family trust. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Christopher R

Series 66

St. Louis, MO

STIFEL

Christopher Reichert Jr. is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. He has worked at Stifel since 2017, with additional experience at PNC Bank and Tempus in earlier years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and guidance, while clients retain discretion over implementation.

General retirement planning Income planning
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Leysa T

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 18 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 brokerage solutions. The firm manages roughly $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.

Retired Founder/Business Owner
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Cameron M

Series 66

St. Louis, MO

Fidelity

Cameron Mcelhaney is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Arsenal Business Growth and Dick's Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Charitable giving & philanthropy Active portfolio management
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Shuzhen S

Series 63, Series 66

St. Louis, MO

STIFEL

Shuzhen Shao is a financial advisor at Stifel with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Vestech Securities and Parkway School District. Based in St. Louis, MO, she has focused her career primarily within the financial services sector. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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Josiah A

Series 66

St Louis, MO

Edward Jones

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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 under management, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Inheritance planning Business ownership considerations Retired Founder/Business Owner Executive Newlywed/Engaged
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