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Nicole M

Series 63, Series 66

St. Louis, MO

Edward Jones

Nicole Morgan is a financial advisor at Edward Jones in Tempe, AZ, with three years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 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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Paul P

Series 66

St. Louis, MO

Edward Jones

Paul Pagano is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as the Executive Director and Director of Acting for the Gateway Center for Performing Arts, a performing arts studio and school. 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, 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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Michelle S

Series 66

St. Louis, MO

Edward Jones

Michelle Stewart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and manages rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering various advisory programs 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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Michael M

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Mueller is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Kevin M

Series 66

St. Louis, MO

Edward Jones

Kevin Miller is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones for ten years. Outside of his advisory role, he co-owns a business that wholesales identification tags and occasionally assists with its accounting. 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 supported by a large 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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Nicholas L

CFP®, Series 63

St. Louis, MO

Edward Jones

Nicholas Lampi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is also involved in event coordination through his role as secretary of Eventive Meetings LLC. 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 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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Keith W

Series 63, Series 66

Fenton, MO

Edward Jones

Keith Weik is a financial advisor with Edward Jones in Fenton, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Brian R

CFA®, Series 66

St. Louis, MO

Edward Jones

Brian Rapoport is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Edward Jones since 2012. 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 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 M

Series 66

Fenton, MO

Edward Jones

John Mohler is a Series 66 licensed financial advisor with Edward Jones, based in Fenton, MO. He has 10 years of industry experience, including nine years with Wells Fargo Advisors prior to joining Edward Jones in 2025. 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 comprehensive investment advisory programs alongside affiliated mutual funds, trust services, and securities-based lending options.

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

Series 66

St. Louis, MO

Edward Jones

Jamie Buchanan is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008. He has 15 years of industry experience. 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, 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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Jennifer K

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Kingston is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a co-leader of a local Girl Scout troop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large 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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Brandon T

Series 66

St. Louis, MO

Edward Jones

Brandon Tiu is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

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

Series 63, Series 65

St. Louis, MO

Cetera

Kerry Robinson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Berthel, Fisher & Company Financial Services, Inc., and MSMF Wealth Management. Robinson has been involved with the St. Louis Cardinals organization since 2010 in various capacities. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and utilizes a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

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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Abigail L

Series 66

St. Louis, MO

Edward Jones

Abigail Lancaster is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a party planning business called A La Carte Parties STL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services 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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Scott S

CFP®, Series 63

Eureka, MO

Cetera

Scott Schickling is a CFP® and Series 63 registered advisor affiliated with Cetera, with 19 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency and operates his own CPA firm specializing in tax preparation and accounting. Outside of his advisory role, he serves as president of a construction company and owns a real estate entity that holds his office building. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to 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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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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Christian R

Series 66

St Louis, MO

Thrivent Investment Management

Christian Rowe is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he held various roles including work at Auffenberg Dealer Group, The Crossing, and Southland Christian Church. Outside of his advisory work, he is a part-time personal trainer at the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics and allowing clients to combine planning services with managed accounts under a consolidated billing option.

Business ownership considerations
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Joshua M

Series 66

Eureka, MO

Edward Jones

Joshua Morgan is a Series 66 licensed financial advisor with Edward Jones in Eureka, Missouri, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Morgan serves as a captain and commander of the 1137th Military Police Company in the Missouri National Guard and works as a staff accountant at Owensville Christian Church. 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 programs including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Teresa S

Series 66

St. Louis, MO

Edward Jones

Teresa Smith is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013 and is also involved with Friendship Brewing Company since 2017. 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 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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Patricia D

Series 66

St. Louis, MO

Edward Jones

Patricia Danchus is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 1996. 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 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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