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Nicholas S

Series 66

Kirkwood, MO

Edward Jones

Nicholas Still is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at the Mt. Sterling Community Center YMCA from 2015 to 2018. 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 through a nationwide network of more than 23,700 financial advisors, offering 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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Justin F

Series 66

St Louis, MO

Edward Jones

Justin Fischer is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The E.W. Scripps Company and Gray Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

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

Series 66

Imperial, MO

Edward Jones

Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kelly M

Series 66

St. Louis, MO

Edward Jones

Kelly Meyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists with invoicing for a construction business owned by her husband. Edward Jones serves individual and institutional clients with a broad range of wealth management services, operating a nationwide network of financial advisors and providing both 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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Luke B

CFP®, Series 66

St. Louis, MO

Edward Jones

Luke Bauer is a CFP® and holds a Series 66 license with Edward Jones in St. Louis, MO. He has six years of experience at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, his work history includes roles at Young Life, Harold's Doughnuts, and Greenscape Gardens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm 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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Dale M

CFP®, Series 63

St Louis, MO

Edward Jones

Dale Myers II is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO, and has 21 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 with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

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

Series 66

Saint Louis, MO

Raymond James Financial

Jacqueline Stevens is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has held roles with Simon Financial Group and has been involved in lacrosse organizations in Saint Louis, including the St. Louis Lacrosse Club and STL United Lacrosse. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Veronica C

CFP®, Series 66

Des Peres, MO

LPL Financial

Veronica Coleman is a CFP® professional affiliated with LPL Financial, with 18 years of industry experience. She previously spent 17 years at Edward Jones before joining LPL Financial in 2025. 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 services including financial planning, 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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Deanna M

Series 63, Series 66

St. Louis, MO

Edward Jones

Deanna Marx is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management 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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Timothy C

Series 66

St. Louis, MO

Edward Jones

Timothy Clark is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has served as a high school basketball coach at University City High School for 9 years and a football and track coach at Priory High School for 11 years. Clark 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 wide range of investment strategies and advisory services supported by a large network of advisors and branches nationwide.

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

CFP®, Series 66

St. Louis, MO

Cetera

Cody Reading is a CFP® professional with 18 years of experience, currently serving at Cetera and MSMF Wealth Management in St. Louis, MO. He has been with these firms since 2008, focusing on wealth management and retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

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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Scott L

Series 63, Series 65

St.Louis, MO

Cetera

Scott Lay is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2013. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and various insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients nationwide, offering portfolio management, financial planning, and retirement services through a large network of independent advisors.

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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Dane G

CFA®, Series 66

St. Louis, MO

Edward Jones

Dane Gray is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015, based in St. Louis, MO. 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. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Tom Domian is a financial advisor at Edward Jones with 31 years of industry experience. He has held his current role at Edward Jones since 1993. Outside of his advisory work, he serves as secretary for the Kirkwood United Soccer Club in Kirkwood, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Benjamin C

Series 66

St. Louis, MO

Edward Jones

Benjamin Cloar is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has been with Edward Jones since 2020, accumulating several years of experience at the firm. Prior to his career in finance, he worked at Helium Comedy Club and held various other roles. 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, including discretionary and non-discretionary 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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Matt B

CFP®, Series 66

St Louis, MO

Edward Jones

Matt Bucher is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in St. Louis, MO, and has spent his entire industry career at Edward Jones. 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, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Alexandra M

ChFC®, Series 66

St. Louis, MO

Edward Jones

Alexandra Marifian is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 credentials with 13 years of industry experience. She has been with Edward Jones since 2013 and is also involved with The St. Peters Rec Plex. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Philip M

Series 66

St. Louis, MO

Edward Jones

Philip Mayo is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Kim is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education roles including positions at Sauk Prairie School District and Ivy Collegiate Academy. 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 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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Jared W

Series 63, Series 66

St. Louis, MO

Edward Jones

Jared Weber is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Stifel and Charles Schwab/TD Ameritrade. 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 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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