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Christopher D

Series 66

Chesterfield, MO

LPL Financial

Christopher Durr is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and worked previously at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services delivered primarily through its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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James A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

James Alfermann is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 financial advisors 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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Stephen E

Series 66

St. Louis, MO

Edward Jones

Stephen Edwards is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked with Edward Jones since 2025 and previously held positions at Citigroup and Wells Fargo Advisors. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through 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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Craig F

CFP®, Series 63, Series 65

St Louis, MO

LPL Enterprise

Craig Friedrichsen is a CFP® professional with 30 years of experience in the financial services industry. He currently works with LPL Enterprise and has previous experience at Prudential Insurance Company of America, Pruco Securities, Voya Financial Advisors, and Ameriprise Advisor Services. Outside of his advisory role, he coaches youth volleyball for the MAVS LLC organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participates in a wrap program.

Tax-loss harvesting
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Evangelos K

CFA®, Series 66

St. Louis, MO

Edward Jones

Evangelos Kourkafas is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

James Michaels IV is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2004. He has 19 years of industry experience. Outside of his advisory role, he occasionally helps out with his parents' retail business, Pet Supplies Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with an emphasis on fiduciary standards, 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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Michael A

Series 66

St. Louis, MO

Edward Jones

Michael Albritton is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Hood is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is a part owner of Vacations By Melinda LLC, a travel agency, where he assists with bookkeeping, tax preparation, and website design. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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.

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

Series 63, Series 66

St Louis, MO

Charles Schwab

Kyle Kinder is a financial advisor at Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Charles Schwab in 2023, he worked at Neighbors Credit Union from 2017 to 2023 and US Bank from 2016 to 2017. He also has experience as a professional poker player from 2022 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary buy/sell recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by dedicated research and due diligence.

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

Series 66

Fenton, MO

Edward Jones

Jeffrey Roethemeyer is a financial advisor at Edward Jones in Fenton, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Spartan Light Metal Products before joining Edward Jones in 2022. 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 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.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Andrew R

Series 63, Series 66

Chesterfield, MO

Morgan Stanley

Andrew Ray is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes proprietary tools and modeling techniques.

General estate planning guidance
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Andrew C

Series 63, Series 66

St. Louis, MO

Edward Jones

Andrew Countaway is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Countaway serves as a board member for New Life Christian School in Bridgeton, MO, advising on school life matters. 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 managed solutions and separately managed accounts, supported by 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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Gary W

Series 63, Series 65

Chesterfield, MO

UBS Financial Services

Gary Wideman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2008. Wideman participates in community activities, serving on a golf committee that organizes an annual tournament to support the DARE program through the Richmond Heights Police Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert M

CFP®, Series 63

Ellisville, MO

Ameriprise

Robert Mac Donald is a CFP®-certified financial advisor with Ameriprise Financial Services, Inc., where he has worked since 2005. He has 36 years of industry experience and holds a Series 63 license. Outside of his advisory work, he is involved in music production through ownership of RSM Records LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations in partnership with its financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Deborah Rademeyer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of approximately 23,701 financial advisors. The firm 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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Peter T

Series 66

St Louis, MO

Raymond James & Associates

Peter Thurman is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, Missouri. He has seven years of experience at Raymond James and over two decades at UHY Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with mainly non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Edwin H

Series 63, Series 65

Ellisville, MO

Primerica Advisors

Edwin Horn III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at MedImpact, TruVeris, Express Scripts, and National Planning Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rebecca H

Series 66

St. Louis, MO

Edward Jones

Rebecca Head is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. She has been with Edward Jones 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 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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Adam F

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Foster is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at The Vanguard Group for two years and has a diverse background including roles at LHH, StormWind Studios, Fox Restaurant Concepts, and Naked BBQ. 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 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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