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David H

Series 65, Series 63

Frontenac, MO

STIFEL

David Hollo is a financial advisor at Stifel with Series 63 and Series 65 licenses and 45 years of industry experience. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. He serves on the boards of the Missouri Botanical Garden and several local country clubs, and is a director at Evergreen Bancshares. Stifel serves a broad range of clients, including individuals, institutional entities, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Ashley G

Series 66

St. Louis, MO

Edward Jones

Ashley Grothoff is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Teague is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Waddell & Reed, and Ameriprise. Outside of finance, he works occasionally as a background extra in movie productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates 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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Louise A

Series 66

St. Louis, MO

Edward Jones

Louise Albano Hurley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she has held various roles including consulting for the nonprofit We Stories, where she edits written materials and participates in advocacy projects on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining 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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Evan W

Series 66

Arnold, MO

Edward Jones

Evan Welker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at several companies, including Compana Pet Brands and Hyvee. 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, and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Laura Easton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Edward Jones since 2016. 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, 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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Phillip H

Series 63, Series 65

Clayton, MO

STIFEL

Phillip Hamilton is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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David G

Series 63

St. Louis, MO

Edward Jones

David Gibson is a financial advisor with Edward Jones in Weldon Spring, MO, holding a Series 63 designation and over 23 years of industry experience. He 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, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Harold Rutherford is a Series 66-credentialed financial advisor at Edward Jones with 17 years of industry experience. He 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 and 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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Brian K

Series 63, Series 66

Clayton, MO

Charles Schwab

Brian Keough is a financial advisor at Charles Schwab with nine years of industry experience. He has held positions at Td Ameritrade, Scottrade, and Morgan Street Brewery. Keough holds Series 63 and Series 66 licenses. 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 advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

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

Series 66

Frontenac, MO

STIFEL

Avis Chandler is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Kathleen Y

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Kathleen Youngerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a structured financial planning process and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas W

Series 66

St. Louis, MO

Edward Jones

Nicholas Wright is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as a deacon and trustee at Southern Missionary Baptist Church in Madison, Illinois. 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 strategies supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Chesterfield, MO

LPL Financial

Timothy Lambert is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2008. Timothy also serves as a non-variable insurance agent with The Pickett Group. 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 wide range of financial planning and investment management services through its extensive network of advisors and employs a variety of strategies including model portfolios, third-party subadvisors, and customized approaches.

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

Series 66

St. Louis, MO

Edward Jones

James Haun is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Wells Fargo Advisors, LLC for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. 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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Samuel G

Series 66

St. Louis, MO

Edward Jones

Samuel Gengenbacher 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 2014. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized advisory services.

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 Harrison is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide 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 under management 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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Jerry C

Series 66, Series 63

St. Louis, MO

Edward Jones

Jerry Cole is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Ameriprise Financial, Bank of America, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient services 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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Joan K

Series 65, Series 63

St Louis, MO

Primerica Advisors

Joan Krebel is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Primerica Advisors since 2021 and has prior experience at Primerica Financial Services starting in 2020. In addition to advisory work, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers a variety of investment models including tax-managed and income-distribution approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Grant S

Series 66

St. Louis, MO

Edward Jones

Grant Sjurson is a Series 66-licensed financial advisor at Edward Jones with 13 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. The firm offers a broad range of advisory strategies and affiliated financial products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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