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Carl H

Series 66

St. Louis, MO

Edward Jones

Carl Hicks is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he provides voice-over support for commercials and YouTube videos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates an SEC-registered advisory program 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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Ryan K

Series 66

St. Louis, MO

Edward Jones

Ryan Krakosky is a financial advisor at Edward Jones in St. Louis, MO, with 9 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Professional Employment Group and attended the University of Missouri. 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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Brenda H

Series 65, Series 63

St Louis, MO

Primerica Advisors

Brenda Herrion is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with roles at MOVA/K12, Scott County R-IV School District, and Sikeston R-6 School District. She is also involved in sales of investment-related and home-related products through affiliated companies of Primerica. 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 utilizes model-delivery investment strategies managed by third-party asset managers and supports portfolio administration through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David W

Series 63, Series 66

St. Louis, MO

Edward Jones

David Woehlke is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 1999. 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 maintaining approximately $1.01 trillion in assets under management across a large 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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Mitchell S

Series 66

St. Louis, MO

STIFEL

Mitchell Schaedler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Regions Bank and The Charity CFO. He is also commissioned as a notary public in St. Louis County. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

General retirement planning Income planning
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Traci B

Series 63, Series 65

Frontenac, MO

Wells Fargo Clearing

Traci Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley in various capacities from 2001 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she has a 50% ownership interest in B&Y Outdoors LLC, a business related to her spouse’s farming operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a large platform.

Retired Founder/Business Owner
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Christopher A

CFA®, Series 63

St. Louis, MO

LPL Financial

Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. 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 portfolios, third-party asset management, and institutional platforms, employing various portfolio strategies supported by research and technology tools.

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

CFP®, CFA®, Series 63

St. Louis, MO

LPL Financial

Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Series 66

St Louis, MO

Raymond James & Associates

Christopher Coulter is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of advising, Coulter owns and manages a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jessica L

Series 66

St. Louis, MO

STIFEL

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Kenneth S

CFP®, Series 63

Frontenac, MO

Wells Fargo Clearing

Kenneth Safran is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jody B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jody Bozovich is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She has been with Edward Jones since 2015 and holds Series 63 and Series 66 designations. 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 and 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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Katherine B

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets 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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Curtis H

Series 66

Waterloo, IL

Edward Jones

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Paula P

Series 63

St. Louis, MO

Wells Fargo Clearing

Paula Poisson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Amber L

Series 66

St. Louis, MO

Edward Jones

Amber Linhardt is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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 more than 23,700 financial advisors.

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

Series 66

Ballwin, MO

Edward Jones

Jeffrey Misuraca is a Series 66-licensed financial advisor with Edward Jones in Ballwin, Missouri, where he has worked since 2008. He has 17 years of industry experience. 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 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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Nicholas F

Series 66

St. Louis, MO

Edward Jones

Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. 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 programs and affiliated investment products, managing approximately $1.01 trillion in assets through 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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Justin F

Series 66

St. Louis, MO

Edward Jones

Justin Fox is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in web development for a livestock supplements business. 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 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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Mark A

CFP®, Series 66

St Louis, MO

Edward Jones

Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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