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Devan N

Series 66

Waterloo, IL

Edward Jones

Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, 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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Jeffrey H

Series 66

St Louis, MO

Edward Jones

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. 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 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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Lisa P

Series 66

St. Louis, MO

Edward Jones

Lisa Prosperi is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Nordstrom for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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

Series 63, Series 65

Saint Louis, MO

LPL Financial

Jeffrey Mccorkendale is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 credentials and offering 27 years of industry experience. His prior roles include positions at Avantax Advisory Services, Strategic Wealth Advisors, and 1st Global Advisors. Mccorkendale is also involved with McvESTMENTS, LLC, a business entity for tax and investment purposes. 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 provides a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

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

Series 63, Series 65

Webster Groves, MO

Edward Jones

Richard Alotta is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. He has participated in survey activities through Escalent. 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.

General retirement planning Retired Founder/Business Owner Executive
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Michael Z

ChFC®, Series 63

St. Louis, MO

Edward Jones

Michael Zile is a financial advisor at Edward Jones in St. Louis, MO, with 30 years of industry experience. He holds the ChFC® designation and a Series 63 license and has been with Edward Jones since 1993. 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, including discretionary and non-discretionary wrap fee 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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Christopher R

Series 66

St. Louis, MO

Edward Jones

Christopher Ruck is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2013. 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 entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
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Nicholas P

Series 66

St. Louis, MO

Edward Jones

Nicholas Pallardy is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2011. He has 12 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, 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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Daniel K

Series 63, Series 66

St. Louis, MO

Edward Jones

Daniel Keith is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he maintains a family interest in a farm estate through Keith's Rolling Hills LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 66

Sunset Hills, MO

Edward Jones

Brian Dentinger is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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David W

Series 66

St. Louis, MO

LPL Financial

David Weis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, First Heartland Capital, Woodbury Financial Services, and Morgan Stanley. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad spectrum of investment strategies.

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

Series 66

St. Louis, MO

Edward Jones

Emily Brown is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at the University of Missouri, Enterprise Holdings, and Volkert, Inc. Company. Based in St. Louis, MO, she has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and 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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Kristi O

Series 63, Series 66

St. Louis, MO

Edward Jones

Kristi Olmsted is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, Olmsted serves as Vice President of the Inertia School of Dance Parent Booster in Lake St. Louis, MO. 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 options supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Nathan Hoffman is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of experience, currently practicing at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than 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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Gretchen G

Series 66

St. Louis, MO

Edward Jones

Gretchen Garcia is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, and Renaissance Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad 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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Genevieve M

Series 66

St. Louis, MO

Edward Jones

Genevieve Molina is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2015. She has 10 years of industry experience and has also worked at the University of Phoenix since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, 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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John F

Series 65, Series 63

Kirkwood, MO

LPL Financial

John Froidl is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo & Co., Century Securities, and Stifel Nicolaus & Co., Inc. Outside of his advisory role, he is involved with Twisted Juniper, an investment-related business. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

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

Series 66

St. Louis, MO

Edward Jones

Daniel Proost is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. 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 nationwide network of financial advisors.

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

Series 63, Series 65

Wildwood, MO

Morgan Stanley

Kenneth Ikeda is a financial advisor with Morgan Stanley in Wildwood, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as co-trustee and one-quarter beneficial owner of family trusts holding rental properties in Honolulu, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling.

General estate planning guidance
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