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Jennie B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It 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, operating under a fiduciary standard.

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

Series 63, Series 65

Frontenac, MO

Merrill

Gregory Reynolds is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 2009 and has also been with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary 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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Michael M

Series 66, Series 63

St. Louis, MO

Edward Jones

Michael Medina is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a diverse background including roles in the restaurant and retail industries. 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, 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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Amelia T

Series 66

Frontenac, MO

STIFEL

Amelia Tobias is a financial advisor with Stifel, holding a Series 66 designation and bringing six years of industry experience. She has been with Stifel since 2018, following prior roles at Avenica and Xcell Orthopaedics. Outside of her advisory work, she is involved in rental property management. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services guided by proprietary investment analysis developed by its Investment Strategy Group.

General retirement planning Income planning
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Jeffrey F

Series 66

St. Louis, MO

Edward Jones

Jeffrey Fraelich is a Series 66 credentialed financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. In addition to his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center in Tempe, Arizona. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. 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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Jin S

CFA®, Series 63

St. Louis, MO

Edward Jones

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 discretionary and non-discretionary investment strategies, supported by a national network of over 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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Debra M

Series 66

St. Louis, MO

Edward Jones

Debra Middleton is a financial advisor with Edward Jones in Bridgeton, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, 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 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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Jack N

Series 66

St. Louis, MO

STIFEL

Jack Nicholl is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Nicholl serves as a FINRA arbitrator in dispute resolution. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Teresa G

Series 63, Series 66

St. Louis, MO

Edward Jones

Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2016. 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 a range of advisory programs with both discretionary and non-discretionary strategies.

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

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to entering the financial industry, he worked at BEST Transportation for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and planning tools.

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

Series 66

St. Louis, MO

STIFEL

Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Lawrence B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Lawrence Beville is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, Inc., Wells Fargo Clearing, and UBS Financial Services. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and specialized planning for business owners and other niche clients.

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

Series 65, Series 63

St. Louis, MO

LPL Financial

Muhammad Khalid is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Goldman Sachs, Grantham, Mayo, Van Otterloo, Wellington Management, and Washington University in St. Louis. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

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

Series 66

St. Louis, MO

Edward Jones

Tonie Coleman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.

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

Series 66, Series 63

Kirkwood, MO

LPL Financial

Jeffrey Cary is a financial advisor with LPL Financial in Kirkwood, MO, holding Series 66 and Series 63 designations and 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he owns and operates a farm business, Cary's Mound Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types and platforms.

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

Series 66

St. Louis, MO

Edward Jones

Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. 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 strategies 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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Adam H

Series 66

St. Louis, MO

Edward Jones

Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property 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 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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Eryn H

Series 63, Series 66

St. Louis, MO

Thrivent Investment Management

Eryn Holder is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Edward Jones, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a variety of financial planning topics without implementing them directly. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Business ownership considerations
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Lindsay B

Series 66

St. Louis, MO

Edward Jones

Lindsay Baumgartner is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she works part-time as a certified pharmacy technician at Walgreens and is self-employed as a dog and house sitter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary advisory programs.

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

Series 66

St. Louis, MO

Edward Jones

Paul Myers 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 been with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including 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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