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Tricia B

Series 66

St. Louis, MO

Cetera

Tricia Becker is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2018, including roles at MSMF Wealth Management and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party investment options.

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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August L

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

August Larson III is a CFP®-designated financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2022. Based in St. Louis, MO, Larson holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through 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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Melanie W

Series 66

St. Louis, MO

Edward Jones

Melanie Winski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. 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.

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

Series 66

Saint Louis, MO

Merrill

Edward Inchiostro is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following prior roles at Regions Bank, Cetera Investment Services, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Paul H

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Kelly J

Series 66

St. Louis, MO

Edward Jones

Kelly Jager is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her financial advisory role, she maintains a solo criminal law defense practice handling a limited number of pro bono traffic cases for family and close friends. 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 through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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

Series 66

St. Louis, MO

Edward Jones

Temirlan Dauletbayev is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Johns Hopkins University, the Central Bank of Kazakhstan, KPMG, and Darmen Technology & Solutions, Inc. 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 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 H

Series 66, Series 63

Imperial, MO

Fidelity

Joshua Hughes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has previously worked at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision HOA, where he manages meetings and serves as the main point of contact. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a variety of portfolio management and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Eric P

Series 65

St. Louis, MO

Edward Jones

Eric Paul is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 65 designation and has previously worked for Wilmington Trust Investment Advisors for 12 years. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated investment products and services.

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

Series 66

St. Louis, MO

Edward Jones

Delise Rion is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through 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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Tyler S

Series 66

St. Louis, MO

Edward Jones

Tyler Sherry is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he is a self-employed game developer and digital artist, creating 2D and 3D art and occasionally publishing games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies 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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Mitchell T

Series 66

St. Louis, MO

Edward Jones

Mitchell Tunink is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. His work history includes previous roles at Gossin Agency Inc and Ameritas Investment, as well as periods of self-employment. Tunink returned to Edward Jones in 2021 after an earlier tenure from 2007 to 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 and operates a large nationwide network of financial 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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Beth P

Series 66

St. Louis, MO

Edward Jones

Beth Parker is a financial advisor at Edward Jones with 26 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009, previously working for Equitable Advisors from 2004 to 2009. Outside of her advisory work, she sells old collectibles on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Odell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. 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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John K

Series 63, Series 66

St. Louis, MO

Edward Jones

John Kelley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisor role, he is a minority owner of BeesNuts Honey LLC, a beekeeping business focused on honey production and bee sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through 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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Kurt B

Series 66

St. Louis, MO

Edward Jones

Kurt Blankenburg is a financial advisor at Edward Jones with 19 years at the firm and a total of 10 years of industry experience. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

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

CFA®, Series 63

St. Louis, MO

Edward Jones

Logan Purk is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. He is based in St. Louis, MO, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Sloane E

Series 66

Belleville, IL

Edward Jones

Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. 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 strategies, managing approximately $1.01 trillion in assets under management 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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Samantha K

Series 66, Series 63

Bellville, IL

Thrivent Investment Management

Samantha Koester is a financial advisor with Thrivent Investment Management in Bellville, IL, holding Series 63 and Series 66 licenses and having two years of industry experience. Her prior work includes roles at Thrivent Financial and various service sector positions. Outside of advising, she is involved in community activities such as working with VOSS Auctions, providing pet care through Rover, and delivering groceries via Instacart. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate service arrangements.

Business ownership considerations
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Richard H

CFP®, Series 66

St. Louis, MO

Edward Jones

Richard Hearn III is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2016 with a brief period at Stifel Nicolaus & Co Inc. In addition to his advisory role, he has engaged in Twitch streaming related to video games, though this activity has been largely discontinued. 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, supported by a nationwide network of over 23,000 financial advisors and a broad suite of affiliated capabilities.

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