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James L

Series 66

St. Louis, MO

Edward Jones

James Linck is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 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 supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

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

Series 66

Saint Albans, MO

LPL Financial

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2017 and also maintains roles with NationalPlanning Corporation and Resource One Advisors, LLC. Gardner is involved in selling fixed insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Brian J

Series 66

St. Louis, MO

Edward Jones

Brian Johanningmeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property inherited and rented to a family member. 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 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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Michael B

Series 66

St. Louis, MO

Edward Jones

Michael Bushmann is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Dalton Scaggs is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His background includes business activities with Gulf Breeze Holdings LLC and S.W.A.N. Insurance, as well as previous ownership of a lawncare business. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals and a variety of platform and portfolio solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Paul G

Series 66

Fenton, MO

LPL Financial

Paul Goeke is a financial advisor with LPL Financial in Fenton, Missouri, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Ameriprise Financial Services, and First Community Credit Union. Outside of his advisory work, Goeke serves as a youth sports referee for the Catholic Youth Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and consulting services, utilizing model portfolios and research to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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Amarissa V

Series 66

St. Louis, MO

Edward Jones

Amarissa Villarreal is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her work history includes multiple roles at Edward Jones since 2017 and a period at Starbucks. Edward Jones is a full-service wealth management firm serving over four million 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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Jay F

Series 63, Series 66

St. Louis, MO

Edward Jones

Jay Fishwild is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Robyn Wolper is a financial advisor at Edward Jones with 9 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 investment solutions 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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Patrick D

Series 66

St Louis, MO

Thrivent Investment Management

Patrick Davis is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory work, he serves on the board of Momentum Academy, a charter school network in Saint Louis, and is the CEO and founder of Wisdom & Legacy Consulting LLC, providing consulting, mentoring, and mediation services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of planning topics. The firm does not provide portfolio management for institutional clients and delivers planning through a network of financial advisors without discretionary trading authority.

Business ownership considerations
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Andrew P

Series 66

St. Louis, MO

Edward Jones

Andrew Paulhus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Bank of America and Merrill. Outside of finance, he has experience at YMCA and Dick's Sporting Goods. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs 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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Robert G

Series 63, Series 66

St. Louis, MO

Edward Jones

Robert Geary is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1992. Outside of his advisory role, he works as a baseball and softball umpire and supervisor and volunteers as a high school basketball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, 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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Joshua J

Series 66

St. Louis, MO

Edward Jones

Joshua Jones 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 Kanakuk Kamps, Starbucks, and Truman State University. 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 investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jacqueline M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Mcilhagga is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones and its predecessor firm since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety 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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Antonio R

Series 66

St. Louis, MO

Edward Jones

Antonio Reyes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. 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 under management 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Liquidity event planning Founder/Business Owner
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Jennifer C

Series 63, Series 65

St. Louis, MO

Edward Jones

Jennifer Carns is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over 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. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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

Series 66, Series 63

Ellisville, MO

Thrivent Investment Management

Stephanie Feeney is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Thrivent in 2021, she worked for InMoment/MaritzCX for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a broad range of planning topics, with options to combine planning with managed-account programs under a consolidated billing system.

Business ownership considerations
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Abigail H

CFP®, Series 66

St Louis, MO

Edward Jones

Abigail Hagemann is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. Her prior work experience includes roles at Farmers Insurance, Enterprise Fleet Management, Staples, and Old Navy. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Stacy S

Series 66

St. Louis, MO

Edward Jones

Stacy Swiney is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 14 years of industry experience and has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee solutions, 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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Maura L

Series 66

Chesterfield, MO

Wells Fargo Advisors

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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