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Travis M

Series 65, Series 63

Fenton, MO

Primerica Advisors

Travis Mayer is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. Mayer has been with Primerica Financial Services since 1994. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices nationwide.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Susan W

Series 66

Kirkwood, MO

Edward Jones

Susan Windish is a Series 66 licensed financial advisor with Edward Jones, based in Kirkwood, MO, and has 17 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she participates in JuicePlus as a representative for personal use. 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, operating under a fiduciary standard and 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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Christina M

Series 66

St. Louis, MO

Edward Jones

Christina Morales is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Monaco Homes, LTD and Dallas Landscape Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by 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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Kelsey J

ChFC®, Series 66

Sappington, MO

Edward Jones

Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David B

Series 66

St. Louis, MO

Edward Jones

David Bunzel is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and operates under a fiduciary standard for its advisory services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jordon Riley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Allsup Inc. before joining Edward Jones in 2019. 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 wrap fee strategies and separately managed accounts, 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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Steven B

Series 66

St. Louis, MO

Edward Jones

Steven Black is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, he works within a large network of advisors at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jamie Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 credentials. Meyer serves as a trustee for the Westbrooke Estates Homeowners Association in Ballwin, MO, where he helps authorize payments and organize community events. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Clara Fronabarger is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with less than one year of industry experience. Prior to her current role, she worked in the hospitality industry and held positions in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains 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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Majda J

Series 66

St. Louis, MO

Edward Jones

Majda Jakubovic is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with three years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years at Sedey Harper Westhoff PC. 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 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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Jerome D

Series 66

St. Louis, MO

Edward Jones

Jerome Dorhauer Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years at Edward Jones and a total of four years in the industry. Prior to joining Edward Jones, he worked for SSM Healthcare for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Zachary Schubert is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

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

Series 66

St. Louis, MO

Edward Jones

Erin Urdi is a Series 66–licensed financial advisor at Edward Jones, based in St. Louis, MO, with 13 years of industry experience. She has been with Edward Jones since 2011. 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 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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Jacob M

Series 66

St. Louis, MO

Edward Jones

Jacob Maul is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones Trust Company from 2013 to 2016 before joining Edward Jones as a financial advisor in 2016. 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 advisory 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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Marjorie T

Series 66

St. Louis, MO

Edward Jones

Marjorie Truman is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2014, with a brief period at Come Play STL from 2022 to 2024. 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, 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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Hollie G

Series 66

St. Louis, MO

Edward Jones

Hollie Goodwin is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, 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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Anthony Z

Series 66

St. Louis, MO

Edward Jones

Anthony Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, 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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Michael C

Series 63, Series 65

Sunset Hills, MO

LPL Financial

Michael Chiodini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Sii Investments, MSI Financial Services, PRUCO Securities, and Prudential Equity Group. He serves as a fiduciary/trustee for the OBRA 93 Trust and has experience as a speaker. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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

Series 66

St. Louis, MO

Edward Jones

Ronald Sherrill is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015, with a one-year hiatus. 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 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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Pamela S

Series 63, Series 66

St. Louis, MO

Edward Jones

Pamela Shipley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she assists her daughter with event decorating for birthdays, weddings, and anniversaries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with 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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