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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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Robert P

Series 66

St. Louis, MO

Edward Jones

Robert Pauley is a financial advisor at Edward Jones with 24 years of experience at the firm. He holds the Series 66 designation and is based in Eureka, MO. 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, 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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Daniel L

Series 66

St. Louis, MO

Edward Jones

Daniel Linroth is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He worked at State Farm Bank from 2010 to 2018 before joining Edward Jones, where he has been since 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66, Series 63

St. Louis, MO

Edward Jones

Cynthia Manzella is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 designations with 22 years of industry experience. She has worked with Edward Jones since 1999. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Gianna Phillips is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel from 2010 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets 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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Eric S

Series 63, Series 66

Imperial, MO

Fidelity

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at CitiGroup and TD Ameritrade. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

Charitable giving & philanthropy Active portfolio management
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Stephen B

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Barbour is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barbour serves as an assistant football coach at Alton High School and is a board member of the Troy Methodist Church finance committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through 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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Christopher E

Series 66

St. Louis, MO

Edward Jones

Christopher Ewens is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services, Scottrade, and Wells Fargo Clearing Services. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Adam T

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Tiemann is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual and its affiliated companies prior to joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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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Cory N

Series 63, Series 66

St. Louis, MO

Edward Jones

Cory Novak is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones for 10 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Justin Wise is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Wise is involved in a construction business, Wiseworks Inc., in St. Louis. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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