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Elvedin D

Series 66

St Louis, MO

Empower Advisory Group

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David B

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Buckingham Strategic Wealth, Stifel Nicolaus & Co Inc, and several other firms. Outside of his advisory roles, he spent time at the YMCA and the University of Missouri earlier in his career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kimberly M

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Emilie S

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, HM Capital Management, Charles Schwab, Merrill, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Matthew M

CFP®, Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Matthew Manies is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2019. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Rachelle S

Series 63, Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and insurance products.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Brendan T

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he spent four years at the University of Missouri - Columbia and four years with the St. Louis Cardinals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Dylan V

Series 63, Series 65

Creve Coeur, MO

Commonwealth Financial Network

Dylan Vergilesov is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at firms such as Triad Financial Group, Oppenheimer & Co. Inc., and Wells Fargo Clearing Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew V

CFP®, CFA®, Series 66, Series 63

St Louis, MO

Schwab Wealth Advisory

Matthew Venezia is a CFP® and CFA® charterholder with 19 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. Prior to that, he spent 13 years at Scottrade Inc. and one year at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Patrick D

Series 65, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Patrick Duff is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Moneta Group since 2005. Outside of advising, he serves as treasurer on the boards of Fellowship of Christian Athletes and Bethany Christian Services, roles he has held since the late 1990s. Moneta Group Investment Advisors serves a range of high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with centralized investment oversight and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Blake B

Series 66

Saint Charles, MO

Osaic Advisory Services, LLC

Blake Bailey is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise and Arbor Point Advisor. He is also involved with AB Wealth Management as an advisory representative. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and retirement planning services, utilizing varied strategies and platform integrations to support client needs.

Annuities
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Stephanie G

CFP®, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Stephanie Guerin is a CFP® with 27 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Ronald A

CFP®, Series 66

Des Peres, MO

Creative Planning

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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John S

Series 65

Saint Louis, MO

Focus Partners Wealth, LLC

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Matthew M

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wells Fargo Clearing, and MML Investors/Capital Financial Group. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kristina A

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Kristina Ashworth is a CFP® with eight years of industry experience, currently with Moneta Group Investment Advisors, LLC. Her prior roles include positions at The Retirement Planning Group and Edward Jones, as well as experience outside finance at Bissinger's Handcrafted Chocolatier. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment solutions along with specialized services such as trustee offerings and planning for professional athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Andrew T

Series 63, Series 66

Richmond Heights, MO

Benjamin F. Edwards & Company, Inc.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at TD Ameritrade and Central Bank of Boone County. Outside of financial services, he was involved with Slacker's CD's and Games for seven years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, brokerage services, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Angela E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 63 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, she spent eight years with Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions, combining proprietary strategies with third-party models alongside in-house equity and fixed-income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Kara H

Series 65, Series 63

Saint Louis, MO

Focus Partners Wealth, LLC

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has a background that includes roles outside finance prior to her advisory career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Benjamin E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Edwards IV is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Edwards serves as a director of Cass Information Systems and is a board member of his local homeowners' association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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