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Ryan S

Series 66

Webster Groves, MO

Ameriprise

Ryan Stookey is a financial advisor with Ameriprise Financial Services in Webster Groves, MO, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Ameriprise totaling five years and a 15-year period at Aflac. He is involved in independent insurance brokering related to disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Justin R

Series 63, Series 66

St Louis, MO

Charles Schwab

Justin Ruester is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior employment includes seven years at TD Ameritrade, Inc. and one year at Levy Restaurants. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Thomas H

Series 63, Series 65

St. Louis, MO

Edward Jones

Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets 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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Jenny S

Series 65

Wildwood, MO

Edelman Financial Engines

Jenny Seim is a Series 65-licensed financial advisor with 21 years of industry experience, currently with Edelman Financial Engines. Her career includes over a decade at The Mutual Fund Store and multiple roles within Financial Engines Advisors from 2015 to present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management, and oversees diversified model portfolios with a long-term focus.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Matthew B

Series 66

Frontenac, MO

Wells Fargo Clearing

Matthew Bernstein is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Apex Systems LLC and Enterprise Bank and Trust. Outside of his advisory role, Bernstein officiates high school basketball games in Missouri through organizations such as MSHSAA and JCC St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and demographics.

Retired Founder/Business Owner
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Clinton H

Series 63, Series 66

St. Louis, MO

Edward Jones

Clinton Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates 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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Harry S

CFP®, ChFC®, Series 63, Series 65

Saint Louis, MO

OSAIC

Harry Smelcer Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Securities America Advisors, Inc. and HGS Financial Services, Inc. He is also president of HGS Wealth Management, an S-Corporation involved in life insurance sales. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management supported by model-based asset allocation and risk assessment tools.

Annuities Private / alternative investments
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Stephen S

CFP®, Series 63

St. Louis, MO

LPL Financial

Stephen Sutter is a CFP®-designated financial advisor with 29 years of industry experience. He has been with LPL Financial in St. Louis, MO since 2010. He serves as one of three trustees of the Sutter Family Insurance Trust and acts as a non-compensated notary for client convenience. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

William Devine is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Devine serves as an assistant coach for the St. Francis Borgia High School trap shooting team and owns a small hay production and egg-selling business, as well as other private ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charities. The firm offers a variety of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

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

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Thomas Martin is a CFP®-designated financial advisor with LPL Financial, based in St. Louis, MO, and has 23 years of industry experience. He previously worked at Martin Gallaher Insurance Group for nearly three decades. Martin is also the author of the book "The Eight Other Advantages of Universal Life." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a large network of over 22,800 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Dominic Corvington is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, bringing 10 years of industry experience at the firm since 2016. Outside of his advisory role, he is involved in several business ventures, including a used shoe reselling operation, a modeling agency, and a co-ownership position in a beverage company that facilitates communication with a farmer's market. 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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Kyle K

CFP®, Series 66

Webster Groves, MO

Edward Jones

Kyle Kersting is a CFP® with 15 years of industry experience, all spent at Edward Jones since 2011. He holds the Series 66 designation and is based in Webster Groves, MO. 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 through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Margaret B

CFP®, Series 66

Town & Country, MO

Edward Jones

Margaret Bittner is a CFP® with 18 years of experience at Edward Jones, where she has worked since 2002. She holds the Series 66 designation and is based in Town & Country, MO. Outside of her advisory role, she organizes the annual Govie Classic Golf Tournament, a not-for-profit event involving her family. 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 investment strategies and advisory services through a nationwide network of over 23,000 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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Cole K

Series 63, Series 66

St. Louis, MO

Edward Jones

Cole Knutson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is an owner/investor in a massage therapy business called Cloud Nine Wellness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options supported by 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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Jeffery M

CFP®, Series 63

Saint Louis, MO

Ameriprise

Jeffery Meyer is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2014, following a prior tenure with Ameriprise Financial Services, Inc. dating back to 1982. He has 43 years of industry experience. Outside of his advisory role, Meyer is a partial owner and treasurer of Meyer Tablerock, LLC, a non-investment-related business. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew H

Series 66

St. Louis, MO

Edward Jones

Andrew Haven is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 15 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 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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David W

CFP®, Series 63

Ellisville, MO

Primerica Advisors

David Welland is a CFP® with 39 years of experience in the financial services industry, currently affiliated with Primerica Advisors. His career includes roles at Weichert Referral Associates and PFS Investments Inc. He is also the owner of CMH Management/Holdings, LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jessica M

Series 66

St. Louis, MO

Edward Jones

Jessica Mader is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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

Series 66

Chesterfield, MO

Wells Fargo Clearing

Travis Luebbehusen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Wells Fargo Clearing in 2022. He serves as treasurer for the charity Mission 318, where he advises on budgeting and fundraising strategies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Caleb S

Series 66

Des Peres, MO

J.P. Morgan Securities

Caleb Stear is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Edward Jones, Stifel, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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