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Andrew H

Series 66

St. Louis, MO

Edward Jones

Andrew Haven is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 15 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 63, Series 65

St Louis, MO

Cetera

John Siefert is a financial advisor at Cetera with Series 63 and Series 65 licenses and 36 years of industry experience. He has worked with firms including Securian Financial Services and Renaissance Financial Corporation. He serves on the advisory board of Angel's Arms and is involved in managing a personal car ownership LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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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Jessica M

Series 66

St. Louis, MO

Edward Jones

Jessica Mader is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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 S

Series 63

St. Louis, MO

Wells Fargo Clearing

John Sportsman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 19 years of industry experience. He worked at Scottrade for 14 years before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Retired Founder/Business Owner
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Caleb S

Series 66

Des Peres, MO

J.P. Morgan Securities

Caleb Stear is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Edward Jones, Stifel, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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David H

Series 65, Series 63

Frontenac, MO

STIFEL

David Hollo is a financial advisor at Stifel with Series 63 and Series 65 licenses and 45 years of industry experience. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. He serves on the boards of the Missouri Botanical Garden and several local country clubs, and is a director at Evergreen Bancshares. Stifel serves a broad range of clients, including individuals, institutional entities, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Ashley G

Series 66

St. Louis, MO

Edward Jones

Ashley Grothoff is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Teague is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Waddell & Reed, and Ameriprise. Outside of finance, he works occasionally as a background extra in movie productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates 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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Louise A

Series 66

St. Louis, MO

Edward Jones

Louise Albano Hurley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she has held various roles including consulting for the nonprofit We Stories, where she edits written materials and participates in advocacy projects on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining 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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Sean S

Series 66

St. Louis, MO

Wells Fargo Advisors

Sean Steinlage is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Wells Fargo Clearing. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Erin Barrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on discrete engagements tailored to client needs.

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

Series 66

Arnold, MO

Edward Jones

Evan Welker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at several companies, including Compana Pet Brands and Hyvee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Laura Easton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Edward Jones since 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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Kimberley H

Series 66

St. Louis, MO

Wells Fargo Clearing

Kimberley Heckert is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She 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 combines in-depth research and analytics with a broad platform of brokerage and advisory solutions.

Retired Founder/Business Owner
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Joseph M

Series 66

St Louis, MO

Cetera

Joseph Mazzuca is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, and Securian Financial Services. He is also engaged as a financial advisor and insurance agent with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services using a multi-manager platform that offers various investment strategies and program structures.

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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Mariana C

Series 66

St. Louis, MO

Wells Fargo Clearing

Mariana Campbell is a Series 66 credentialed financial advisor with Wells Fargo Clearing in St. Louis, MO, bringing 23 years of industry experience. She has been with Wells Fargo in various capacities since 2003 and is also a group fitness instructor at Lifetime Fitness, where she teaches yoga, step, and strength classes. Wells Fargo Advisors is a nationwide securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Robert P

Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Petix is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hinckley Allen & Snyder, LLP for sixteen years. Outside of his advisory role, he owns a business consulting firm, RGP Consulting, LLC. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Angela Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works part-time as a delivery driver for DoorDash and Spark Delivery LLC. Wells Fargo Advisors is a national securities firm that serves 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 supported by research and analytics from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
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David G

Series 63

St. Louis, MO

Edward Jones

David Gibson is a financial advisor with Edward Jones in Weldon Spring, MO, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Harold Rutherford is a Series 66-credentialed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. 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 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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