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Brittany T

Series 63, Series 65

Webster Groves, MO

LPL Financial

Brittany Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and six years of industry experience. She previously worked at Commerce Brokerage Services for eight years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including 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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David H

Series 66

St. Louis, MO

Edward Jones

David Horan is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward D. Jones & Co., L.P. since 2015. 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 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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Felicia N

Series 63, Series 66

St. Louis, MO

Edward Jones

Felicia Nash is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she also works as a retail sales associate at TJX. 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 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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Matthew B

Series 66

St. Louis, MO

Edward Jones

Matthew Bushmann is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 investment 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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Lindsey H

Series 66

St. Louis, MO

Edward Jones

Lindsey Hoffmeister is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2014. 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 with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branches.

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

Series 66

St. Louis, MO

Edward Jones

Nathan Windeknecht is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services 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 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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Alyson T

Series 66

St. Louis, MO

Edward Jones

Alyson Taggart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 19 years of industry experience. She previously worked at MML Investors Services Inc. and Mass Mutual from 2009 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, including a broad range of household and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated services 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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Meghan W

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Meghan Wildt is a CFP® professional with 11 years of industry experience. She has worked at Edward Jones since 2016, initially with Edward Jones Trust Company and then as a financial advisor since 2019. The firm, Edward Jones, is a full-service wealth management institution serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, 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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Jennifer D

Series 66

St. Louis, MO

Edward Jones

Jennifer Dobson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones for a total of ten years, with a two-year break between 2024 and 2026. 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 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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Steven H

Series 66

St. Louis, MO

Edward Jones

Steven Harris Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2008. 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 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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Elijah M

CFP®, Series 66

St. Louis, MO

Cetera

Elijah Macias is a CFP® with three years of experience in the financial services industry. He is currently affiliated with Cetera and MSMF Wealth Management. His prior work includes roles at USAA and GM Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

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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Brian B

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Brian Buchmeier is a CFP®, ChFC®, and Series 66-registered financial advisor with 23 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2026. His prior experience includes roles at Tiaa and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and 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 M

CFP®, CFA®, Series 63, Series 65

St. Louis, MO

Edward Jones

Mitchell Mikula is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in St. Louis, Missouri, with 20 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and maintains a large 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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Michael D

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Doyle Jr. is a CFA charterholder and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Edward Jones since 2012. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, 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 G

Series 66

St. Louis, MO

Edward Jones

Nicholas Gray is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he was employed at Express Scripts, Inc. and Westminster Christian Academy. Edward Jones is a full-service wealth management firm serving 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, 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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Chad W

Series 66

St. Louis, MO

Edward Jones

Chad Winscher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 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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Craig M

Series 63, Series 65

St Louis, MO

Cetera

Craig Markham is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes long-term roles at Nathan & Lewis Securities, Metropolitan Life Insurance Company, and various affiliated entities. Outside of advisory work, he serves as a consultant for AlphaSights, a consulting firm focused on wealth management platforms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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 S

Series 63, Series 66

St. Louis, MO

Edward Jones

Mary Smith is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of her advisory role, she works part-time as a cashier at Walmart. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds, 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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David P

CFP®, Series 66

St. Louis, MO

Edward Jones

David Pashia is a CFP® professional with 18 years at Edward Jones and 6 years of industry experience. He is based in St. Louis, MO, and 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Jessica Peterson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm 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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