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Michelle N

Series 66

St. Louis, MO

Edward Jones

Michelle Newberry is a Series 66 credentialed advisor with Edward Jones in St. Louis, MO, and has 15 years of industry experience. She has been with Edward D Jones & Co since 2001, accumulating 25 years at the firm. 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, access to 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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Todd B

Series 66

St. Louis, MO

Equitable Advisors

Todd Buss is a Series 66 licensed financial advisor at Equitable Advisors with 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Buss serves on the executive board of the Richard Chaifetz School of Business at Saint Louis University and is also involved with the Mathews-Dickey Boys' & Girls' Club and the St. Louis Sports Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary solutions, to deliver tailored investment strategies.

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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Tamara L

Series 66

St. Louis, MO

Edward Jones

Tamara Leach is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2007. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of 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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Michael R

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, following four years at Wells Fargo Advisors. Based in St. Louis, MO, he currently serves clients through Edward Jones’s broad institutional platform. 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 various 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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Tyler K

Series 66

St Louis, MO

Thrivent Investment Management

Tyler Kohout is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, UHY, Botz Deal, and teaching positions at the University of Central Missouri, St Dominic High School, and Immaculate Conception of Dardenne Prairie School. He also operated Unchained STL Escape Rooms from 2020 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based financial planning covering topics such as retirement, taxes, estate, and business continuation, without including implementation, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Scott B

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Scott Benefield is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management through 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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Thomas M

Series 66

St. Louis, MO

Edward Jones

Thomas Mc Laughlin II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones, he spent three years working in education with Elwood Community Consolidated School District #203. 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 financial advisors and branch offices.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Walter Pollard Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Meara L

Series 66

St. Louis, MO

Edward Jones

Meara Lindley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is associated with Smith Family Enterprise LLC, a family partnership. 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 financial advisors and branch offices.

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

Series 63, Series 66

Columbia, IL

Edward Jones

Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing 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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Morgan B

CFA®, Series 63

St. Louis, MO

Edward Jones

Morgan Brasier is a CFA® charterholder with four years of industry experience. He is currently an advisor at Edward Jones since 2026 and previously worked at Sanford C. Bernstein & Co., Bernstein Private Wealth Management, and UBS. 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 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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Gregory L

Series 66

St. Louis, MO

Edward Jones

Gregory Lewis is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2007. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

St. Louis, MO

Cetera

Nicholas Mengel is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera in St. Louis, MO. He has held roles at MSMF Wealth Management and Cetera Financial Specialists LLC since 2006. Outside of his advisory work, he serves as a member of a homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and third-party 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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William M

Series 66, Series 63

Ballwin, MO

Cetera

William Mclaurine is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, LLC since 2013 and End Line Wealth Management since 2018. Outside of his advisory work, he coaches youth soccer for Sporting St Louis, a local club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to 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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Mary G

Series 66

St. Louis, MO

Edward Jones

Mary Galantowicz is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Vanliner Insurance Company from 2013 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. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by 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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Nicholas M

Series 66

St Louis, MO

Edward Jones

Nicholas Maxwell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he spent 17 years working with Fox C-6 Schools. 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 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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James O

Series 66

St. Louis, MO

Edward Jones

James Ott is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones in two periods, from 2015 to 2019 and from 2020 to the present, with a year at Enterprise Holdings in between. Based in St. Louis, MO, Ott currently serves clients through Edward Jones. 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, operating under a fiduciary standard and 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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Katherine V

Series 66

St. Louis, MO

Edward Jones

Katherine Verano Camones is a financial advisor at Edward Jones with 9 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her advisory career, she served in the Missouri House of Representatives in 2017. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Janice Reedy is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to that, she worked at Wells Fargo Clearing from 2011 to 2016. 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 affiliated products, operating under a fiduciary standard and 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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Brad H

Series 63, Series 65

St. Louis, MO

Edward Jones

Brad Huffman is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 1999. Based in St. Louis, MO, he operates within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services and maintains 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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