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Emily W

Series 66

St. Louis, MO

Edward Jones

Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, 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 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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Melissa S

Series 66

Millstadt, IL

Edward Jones

Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 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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Christopher K

Series 66

Waterloo, IL

Edward Jones

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. 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 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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Mea E

Series 66

St. Louis, MO

Wells Fargo Clearing

Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.

Retired Founder/Business Owner
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Andrew M

Series 63

St. Louis, MO

Edward Jones

Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. 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 through 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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Steven K

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He has been with Edward Jones since 1998. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Jake W

CFP®, Series 65, Series 63

St. Louis, MO

Edward Jones

Jake Weinstein is a CFP® certificant and registered investment adviser with 11 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Wells Fargo Clearing Services LLC, Scottrade, Inc., and Equitable Advisors. He is based in St. Louis, MO. 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 through 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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Maxwell U

Series 66

St. Louis, MO

Wells Fargo Clearing

Maxwell Unwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Prairie Farms and its subsidiary, Madison Farms, as well as in various retail and distribution roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Retired Founder/Business Owner
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Lauren R

CFP®, PFS™, Series 66

St. Louis, MO

STIFEL

Lauren Randazzo is a CFP® and PFS™ professional with 10 years of industry experience. She is currently with Stifel since 2024 and has previously worked at several firms including Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Moneta Group Investment Advisors. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jacob B

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Jacob Bolstad is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes positions at firms such as Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Bolstad is also involved with Digital Intelligence Systems alongside his advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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Andrew S

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Andrew Summers is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Aerotek Inc., Beacon Hills, and Zealous United, as well as employment with Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan G

Series 66

St. Louis, MO

Wells Fargo Clearing

Ryan Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates Inc., Wells Fargo, Accent Title, and Columbia Bath & Tennis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Jack E

Series 66

St Louis, MO

Cetera

Jack Emms is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Renaissance Financial Corp. In addition to his advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a large network of independent advisors.

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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Frank H

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Frank Hobson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations. The firm’s advisory services are integrated with other financial products and referral channels to provide a comprehensive approach to client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christine R

Series 66

St. Louis, MO

Edward Jones

Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, 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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Andrew B

Series 63, Series 66

St. Louis, MO

Fidelity

Andrew Babin is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads advisors and their teams to understand each client's unique financial goals and collaborates with them to build and implement personalized financial plans utilizing Fidelity's resources. Andrew's professional experience includes various roles at Fidelity Investments since 2021, such as Financial Consultant, Investment Consultant, and Planning Consultant. Prior to that, he held positions at Citigroup Global Markets and TD Ameritrade, covering wealth servicing, wealth relationship management, new client development, and investor services. He holds an Arkansas Insurance License.

Wealth management
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Jasmin S

Series 66

St. Louis, MO

Edward Jones

Jasmin Skopljak is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Jasmin worked at Bethesda Health Group and Unidine. Outside of finance, Jasmin has experience working as a grocery associate at Dierbergs, where responsibilities included stocking shelves and unloading trucks. 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 large nationwide network of advisors and offices.

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

Series 66

St. Louis, MO

Edward Jones

Milap Mehta is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Lifeline Vascular Care and Alight Solutions. 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 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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Mary D

Series 66

St. Louis, MO

Edward Jones

Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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