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Ivan G

Series 66

St. Louis, MO

Edward Jones

Ivan Ganev is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following an 11-year tenure at Allstate Insurance. Outside of advisory work, he owns several rental properties managed by a property company. 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 investment strategies and affiliated financial services, supported by a large network of 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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Craig B

Series 63, Series 66

St. Louis, MO

Edward Jones

Craig Brannam is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He has held positions at Wells Fargo Clearing Services, Kennedy Capital Management, Inc., and SCOTTRADE before joining Edward Jones in 2020. Brannam serves as president on the board of directors for the Chandler Ridge Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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Michael L

Series 66

Webster Groves, MO

Edward Jones

Michael Lodes is a financial advisor with Edward Jones in Webster Groves, MO. He holds a Series 66 designation and has been with Edward Jones since 2022, with additional experience at Shine/Radiant Development Group and Redemption Song. 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 variety of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Robin P

Series 63, Series 65

St. Louis, MO

OSAIC

Robin Porschen is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and LPL Financial. He is also registered as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an investment approach focused on model-based asset allocation and portfolio optimization supported by various tools and strategies.

Annuities Private / alternative investments
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Daniel P

Series 66

St. Louis, MO

Edward Jones

Daniel Prudlow is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he owns a sole proprietorship creating woodworking content, which he publishes on his website and YouTube channel, and he also works as a recruiter for a market research company. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Erin Smothers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Arthur J Gallagher from 2015 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate entities, 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 fees, 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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Adam H

Series 66

St Louis, MO

Thrivent Investment Management

Adam Hautly is a financial advisor with Thrivent Investment Management in St. Louis, MO. He holds a Series 66 designation and has 12 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm’s services can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate offerings.

Business ownership considerations
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Irvin L

Series 66

St. Louis, MO

Edward Jones

Irvin Lambrecht III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2017. He has nine years of industry experience and previously worked for Bravo Brio Restaurant Group for three years. 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, operating under a fiduciary standard.

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

Series 63, Series 65

Swansea, IL

LPL Financial

Danny Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 19 years and has been involved with Focused Investments L.L.C. for over 27 years. Outside of his advisory work, he is a business owner of FitZone 161 in Germantown, Illinois. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

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 Waldron Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 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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Maria A

Series 63, Series 66

Des Peres, MO

LPL Financial

Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Eagle Strategies and New York Life Insurance Company. She is also involved with Marco Financial, LLC, an entity she has engaged with since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

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

Series 66

St. Louis, MO

Edward Jones

Krunal Shah is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. He previously worked at Citigroup for two years and spent three years at Washington University in St. Louis before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by 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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Miao S

Series 66

St. Louis, MO

Edward Jones

Miao Sun is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Sun has been with Edward Jones since 2015. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm provides 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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Jeffrey S

Series 63, Series 66

St. Louis, MO

Edward Jones

Jeffrey Syron is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2010. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Jason Browning 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. Based in St. Louis, MO, Browning operates within a large institutional firm that serves a broad range of clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities beyond traditional advisory functions.

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

Series 66

St Louis, MO

Edward Jones

Kolin King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ABF Security Inc. and has served as a baseball coach at Saint Louis University High School. 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 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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Robin H

Series 63, Series 65

Belleville, IL

Raymond James & Associates

Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew R

Series 66

Columbia, IL

Edward Jones

Matthew Reinholz is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Buckeye International and four years at Southern Illinois University Edwardsville. He holds a Series 66 designation and is based in Columbia, IL. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Christine K

Series 66

St. Louis, MO

Edward Jones

Christine Klopstein is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she serves as Treasurer for the PTA/Ladies Guild at Sacred Heart Florissant, managing expenses and budgets for community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various investment strategies and advisory services, supported by 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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Jaime P

Series 63, Series 66

St. Louis, MO

Edward Jones

Jaime Pina is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he manages two LLCs, including Pina Family Fun LLC. 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 solutions, 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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