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Leslie H

Series 66

St. Louis, MO

Edward Jones

Leslie Hart is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, bringing four years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Cushman & Wakefield and The Cheesecake Factory. 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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Ilencia L

Series 66

St. Louis, MO

Edward Jones

Ilencia Lightbody is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Vector Marketing and Atlas Fastpitch, as well as employment in the food and beverage sector. 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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Jon W

Series 66

St. Louis, MO

Edward Jones

Jon Wallin is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 registration with 15 years of industry experience. 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, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, SMAs, affiliated mutual funds, and tax-efficient services through 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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Ashley N

Series 63, Series 65

St. Louis, MO

Edward Jones

Ashley Nay is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to Edward Jones, she worked at Citigroup for four years and Merrill for eight years. Outside of her advisory role, she is a part-time coach with Beachbody, focusing on at-home fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is known for its extensive retail advisor and branch network, its affiliated mutual funds, and offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFP®, Series 63, Series 65

Des Peres, MO

LPL Financial

Brent Mannebach is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones for 12 years and Walnut Street Securities, Inc. for one year. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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

Series 66

Des Peres, MO

Edward Jones

James Hietter is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 services, 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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Zachary B

Series 66

St. Louis, MO

Edward Jones

Zachary Bodine is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Xtivia and Himagine Solutions. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

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

Series 66

St. Louis, MO

Edward Jones

Jennifer Bortnick is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 10 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 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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Annapurna K

Series 66, Series 63

Ballwin, MO

Charles Schwab

Annapurna Kuchi is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Co., Inc. since 2022, following five years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Douglas B

Series 66

St. Louis, MO

Edward Jones

Douglas Blas is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013 in St. Louis, MO. 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 advisory programs and strategies through 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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John C

Series 66

St. Louis, MO

Edward Jones

John Coyle is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2015. He has nine years of industry experience and previously worked at the Eastern Missouri Police Academy from 2014 to 2018. 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 through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Calandra Booker is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to that, she held positions at Professional Employment Group and Client Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies 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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Dustian B

Series 66

St. Louis, MO

Edward Jones

Dustian Blomker is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

Series 66

Wildwood, MO

LPL Financial

Daniel Stavrides is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Cetera, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns small businesses including Melting Pot Card, Collective, LLC and Stavy's Resale Shop, and works as an Uber Eats driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, supporting advisors with research, technology tools, and access to diversified strategies across discretionary and non-discretionary accounts.

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

Series 66

St. Louis, MO

Edward Jones

Charles Wheelock 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 US Capital Development, Boston Consulting Group, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and proxy voting.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Ryan Cook is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services/TD Ameritrade and Scottrade. 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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Kelly C

Series 63, Series 66

St. Louis, MO

Edward Jones

Kelly Coats is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 designations and 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 offers a range of investment strategies and advisory services, 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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Michael D

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Dooley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1997. 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 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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Patrick W

Series 63, Series 65

Fenton, MO

Primerica Advisors

Patrick Weale is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc. and Dayton Freight Lines Inc., alongside a long tenure at Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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James H

CFP®, CFA®, Series 63

St. Louis, MO

Edward Jones

James Herrmann III is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at Edward Jones since 2022 and previously spent seven years with The Vanguard Group Inc. in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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