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Scott B

Series 66

St. Louis, MO

Edward Jones

Scott Burkhardt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension 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, tax-efficient services, and affiliated investment products through a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Tanya Colbert is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005, totaling 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

John Costello Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has one year of experience at Edward Jones and previously worked at Moneta Group, TD Ameritrade, Amazon, and served in the Kentucky Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, 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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Joshua O

CFA®, Series 63

St. Louis, MO

Edward Jones

Joshua Olson is a CFA® charterholder with 17 years of industry experience. He has been with Edward Jones since 2007, based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

CFP®, ChFC®, Series 63, Series 65

St. Louis, MO

Edward Jones

Mark Frauenhoffer is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Investment Services LLC and State Farm Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than 23,000 financial advisors nationwide. 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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Maynard H

Series 63, Series 65

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and one year of industry experience. Before entering the financial services field, he worked for 14 years with the Illinois Department of Corrections. Outside of advising, he owns and manages multiple business ventures through Bricktown Holdings LLC, overseeing operations of a subshop, gaming lounge, laundromat, dry cleaners, and rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of investment and event-driven planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Laura L

CFA®, Series 66, Series 63

St. Louis, MO

Edward Jones

Laura Levesque is a CFA® charterholder and holds Series 66 and Series 63 licenses. She has seven years of industry experience and currently works at Edward Jones in St. Louis, MO, where she has been employed since 2025. Her prior roles include six years at Cerulli Associates and positions at Manning Personnel and Columbia Management Investment Distributors Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets 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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John N

Series 63, Series 65

St. Louis, MO

Raymond James Financial

John Nelke is a financial advisor with Raymond James Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and currently works with Cribbs Financial as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor with Wells Fargo Advisors in Columbia, Illinois, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. Outside of his advisory role, he serves as co-executor and holds power of attorney duties for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial product offerings.

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

Series 66

St. Louis, MO

Edward Jones

Admir Cehajic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he works as an independent contractor for a food delivery service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Mark H

CFA®, Series 65, Series 66

St. Louis, MO

Edward Jones

Mark Hoppe is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of 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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Joseph L

Series 63, Series 66

St. Louis, MO

Edward Jones

Joseph Largent is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and with 15 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, 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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Joseph C

Series 63, Series 65

St Louis, MO

Primerica Advisors

Joseph Clavin is a financial advisor with Primerica Advisors based in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010. Clavin is involved in non-investment related referral activities, including home security and automation products, through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jay S

Series 66

St. Louis, MO

Edward Jones

Jay Smolik is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 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, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory strategies, affiliated mutual funds, and overlay 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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Megan B

Series 66

Saint Louis, MO

Edward Jones

Megan Burke is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Fleet Feet Sports from 2010 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals
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Justin O

Series 66

St. Louis, MO

Edward Jones

Justin Oliver is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation. He has experience at Edward Jones spanning multiple periods since 2017, with six years at Mercer and a brief service in the United States Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and fiduciary services through 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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Michael W

Series 66

St. Louis, MO

Edward Jones

Michael Wallace is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked for 13 years. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide 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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Steven R

Series 66

St. Louis, MO

Edward Jones

Steven Rueschhoff is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Jason F

CFP®, Series 66

St. Louis, MO

Edward Jones

Jason Field is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Edward Jones and has prior experience at Fidelity Investments, LPL Financial, Van Leeuwen & Company, and Ameriprise. Based in St. Louis, MO, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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

Series 66

Webster Groves, MO

Edward Jones

Megan Copsey is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including positions at Barnes Jewish Hospital and the Goldfarb School of Nursing at Barnes Jewish College. Outside of finance, she has been involved with CycleBar, a fitness 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 investment strategies and operates under a fiduciary standard, supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Doctor or Medical Professional Women Professionals
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