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Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

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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Christopher G

Series 63, Series 66

Lake St Louis, MO

Edward Jones

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and 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, 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 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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Leadale M

CFP®, Series 63, Series 65

O'Fallon, MO

STIFEL

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs 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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Kathryn L

CFP®, Series 63, Series 66

Troy, MO

Edward Jones

Kathryn Lamar is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 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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Tanya S

Series 63, Series 65

Warrenton, MO

Fidelity

Tanya Sheils is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in its investment approach.

Charitable giving & philanthropy Active portfolio management
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Amanda S

Series 63, Series 65

Lake St. Louis, MO

LPL Financial

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017. Prior to and concurrently, she has also been involved with Vantage Credit Union, supporting IRA and deferred compensation administration. 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 management 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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Trisha H

Series 66, Series 63

O Fallon, MO

Edward Jones

Trisha Humphries is a financial advisor with Edward Jones in O'Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

CFP®, Series 63

New Melle, MO

Edward Jones

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to 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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Scott K

Series 66

Wentzville, MO

LPL Financial

Scott Kearns is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at United Planners' Financial Services of America and Investacorp, Inc. Outside of his advisory work, he is an associate at Tribute Tax and Accounting, LLC, providing tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage 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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John G

Series 63, Series 66

O'Fallon, MO

Thrivent Investment Management

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. 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 combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Phillip K

CFP®, Series 63, Series 66

O Fallon, MO

Edward Jones

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. 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 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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Jacob V

Series 63, Series 66

O Fallon, MO

Edward Jones

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Professional Athlete Founder/Business Owner
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Jacob W

CFP®, Series 66

Wentzville, MO

Edward Jones

Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions 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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Matthew M

Series 66

Wentzville, MO

Edward Jones

Matthew Mc Donnell is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages a townhouse rental property in Wentzville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional services such as trust company capabilities and securities-based lending.

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

Series 63, Series 65

O'Fallon, MO

Cambridge Investment Research Advisors

Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2010 and has prior experience at United First and Gateway Financial Advisors. Outside of his advisory work, he is involved as an independent insurance agent and has roles in mortgage origination and real estate ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous Financial Professionals. The firm supports discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Sara L

Series 66

Moscow Mills, MO

Edward Jones

Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Kristine K

Series 66

Wentzville, MO

Edward Jones

Kristine Kamman is a Series 66-licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with 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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Don K

Series 63, Series 65

O'Fallon, MO

Edward Jones

Don Kohlman is a financial advisor with Edward Jones in O'Fallon, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Pamela T

Series 66

Moscow Mills, MO

Edward Jones

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. 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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Tina M

Series 66

Foristell, MO

Edward Jones

Tina Mapes is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Additionally, she serves as an adjunct instructor at Hannibal-La Grange University, where she facilitates online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.

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