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Conor K

Series 66

St. Louis, MO

Edward Jones

Conor Kelliher is a financial advisor at Edward Jones in St. Louis, MO with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines and Signature Consultants. 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 programs and investment strategies, operating under a fiduciary standard and maintaining 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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Haseeb A

Series 66

St. Louis, MO

Edward Jones

Haseeb Ahmad is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008, totaling 18 years of industry experience. He has been involved as an Independent Business Owner with Quixtar Inc., a web-based business network, though his membership is currently dormant with plans for termination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a large nationwide advisor and branch network.

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

Series 63, Series 65

Chesterfield, MO

Merrill

Alex Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial professional since 1998 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Alex is committed to providing clients with tailored financial and retirement strategies to help them build a solid foundation for confident decision-making. With over 15 years of experience, Alex offers personalized strategies in areas including retirement planning, trust and estate planning in collaboration with clients' tax accountants and attorneys, long-term care strategies, life insurance strategies, wealth preservation, educational planning, managed strategies, financing purchases, transfer of wealth, and business succession planning. He emphasizes a hands-on approach to ensure clients' short-term and long-term goals are met. Alex graduated from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing finance. He grew up in the St. Louis area and resides in Washington, MO with his wife and two children. He is a member of the Knights of Columbus and involved in his church community.

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Business succession planning Financial Professional Parents Established Professionals
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Michael T

Series 63, Series 65

Chesterfield, MO

Cetera

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and 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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Paul F

Series 66

St. Louis, MO

Edward Jones

Paul Freehill is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018 and cumulatively has six years of industry experience. His prior work includes roles at the University of Notre Dame and M&T Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through one of the largest advisor networks in the industry.

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

Series 66

St. Louis, MO

Edward Jones

Jamee Czerniewski is a financial advisor with Edward Jones in St Peters, MO, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones since 2013. 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 strategies 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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Teresa S

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Teresa Schlafly is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. She previously held roles at USAA Financial Planning Services and USAA Investment Services Co. Schlafly is involved as a member of Nova TLC Sports LLC, a family venture related to pickleball equipment distribution. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range 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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Larry M

CFP®, Series 66

Webster Groves, MO

Ameriprise

Larry Mosier is a CFP® professional with 22 years of industry experience, currently affiliated with Ameriprise Financial Services. He has worked at Ameriprise in various capacities since 2017 and spent one year at Wells Fargo Clearing prior to that. Outside of his advisory role, he owns Larry Mosier Photography, specializing in dog photography, and serves as secretary on the board of directors for the St. Louis Schutzhund Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle K

Series 66

St. Louis, MO

Edward Jones

Kyle Kipping is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients, offering a range of wealth management services that include discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 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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Alexander R

Series 66

Chesterfield, MO

LPL Financial

Alexander Roberts is a Series 66 licensed financial advisor with LPL Financial, based in Chesterfield, MO. He has one year of experience at LPL Financial and has held roles at Cornerstone Wealth Services, Horseman Group, and Severin Investments, among others. His background includes involvement with sports facility management and a university affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by a large network of advisors and comprehensive operational tools.

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

Series 66

Chesterfield, MO

Wells Fargo Clearing

Justin Schappe is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a partial ownership interest in a diamond sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide its investment approach.

Retired Founder/Business Owner
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Robert S

Series 63, Series 65

Chesterfield, MO

Equitable Advisors

Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999, including through its prior affiliation as AXA Advisors. Outside of his advisory role, he is an agent for Flexible Benefits Service Corp., a brokerage company specializing in group and individual health policies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, using a blend of firm-offered programs and referrals to third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Robin B

Series 63, Series 65

St. Louis, MO

Edward Jones

Robin Burge is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to rejoining Edward Jones in 2018, Burge worked at First Trust Portfolios L.P. for five years and had a brief role at Gunnar Schultz State Farm. 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 discretionary and non-discretionary advisory strategies and operates 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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Jason B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jason Bankey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 2002. 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 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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Timothy D

Series 63, Series 65

Ladue, MO

Edward Jones

Timothy Diomis is a financial advisor at Edward Jones in Ladue, MO, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2015. He also serves as a FINRA arbitrator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Camille Branch is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Prosperity Connection, Beyond Housing, Compass Health Network, and BJC Behavioral Health. 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, operates under a fiduciary standard, and maintains a large national 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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Bradley J

Series 66

St. Louis, MO

Edward Jones

Bradley Jobe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Perennial Pursuits LLC, an internet marketing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, 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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Charles M

CFP®, Series 63, Series 66

Chesterfield, MO

Charles Schwab

Charles Marino III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Scottrade. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

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

CFA®, Series 63

St. Louis, MO

Edward Jones

James Shanahan IV is a CFA® charterholder with 26 years of industry experience. He has been with Edward Jones in St. Louis, MO, since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Joelle Myszka is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2001. 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 managing approximately $1.01 trillion in assets.

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