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Chase K

Series 66

St. Louis, MO

Edward Jones

Chase Kane is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of Arizona Oaks LLC. 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 programs and investment options under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Justin Fanger is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors and 15,000 branches. The firm provides a range of advisory programs and investment options, including discretionary and non-discretionary 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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Stacy B

Series 66

Waterloo, IL

Edward Jones

Stacy Butler is a Series 66 credentialed financial advisor with Edward Jones in Waterloo, IL, where she has worked since 2013. She has 12 years of industry experience. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Facundo A

CFP®, Series 66

St. Louis, MO

Edward Jones

Facundo Abraham is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at the World Bank Group from 2016 to 2021. 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 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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Ryan B

Series 66

St Louis, MO

Edward Jones

Ryan Brinker is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and 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 investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Julie French is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 1999. 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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Brian M

CFP®, Series 66

St. Louis, MO

Edward Jones

Brian Mc Afee is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Edward Jones, where he has worked since 2022. His prior roles include positions at Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade, Inc. Outside of his advisory work, he is a co-owner of a rental property business in St. Peters, 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Military & Veterans Professional Athlete Founder/Business Owner
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Brian I

Series 66

Town & Country, MO

Edward Jones

Brian Ikemeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years as a St. Louis County Prosecuting Attorney. 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 large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ryan L

Series 66

St. Louis, MO

Edward Jones

Ryan Lackey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2005. He has 18 years of industry experience. 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 options supported by a large 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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Kristina H

Series 66

Wildwood, MO

Cambridge Investment Research Advisors

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and seven years of industry experience. Her career includes roles at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. She serves as treasurer and volunteer for 3:16 Ministries, a nonprofit organization. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, pensions, and charitable organizations. The firm offers multiple platform options, proprietary model strategies, and access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ethan M

Series 66

Waterloo, IL

STIFEL

Ethan Mayberry is a financial advisor at Stifel with three years of industry experience and holds a Series 66 designation. Prior to joining Stifel, he worked in retail and operated a pressure washing business. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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James H

Series 66

St. Louis, MO

Edward Jones

James Henderson 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 2016. Outside of his advisory role, he serves as treasurer for Lilly of the Valley Corp, a 501(c)(7) social organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Michelle Ko is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds the Series 66 designation 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. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fees, 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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Andrew P

CFA®, Series 66

St. Louis, MO

Edward Jones

Andrew Porcelli is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2014, with prior experience at Dauby, O'Connor & Zaleski. Outside of his advisory role, he co-owns a duplex in St. Louis where he manages maintenance and bookkeeping. 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 manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products 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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Sarah A

CFP®, ChFC®, Series 63, Series 65

Columbia, IL

Edward Jones

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Kevin H

Series 66

Arnold, MO

Edward Jones

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Steve R

Series 66

Arnold, MO

Edward Jones

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. 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 financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Kimberly M

Series 66

St. Louis, MO

Edward Jones

Kimberly Maurer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. 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 provides a range of advisory strategies, tax-efficient services, and affiliated investment products through 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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Patrick P

CFP®, Series 66

St. Louis, MO

Edward Jones

Patrick Poole is a CFP® and holds a Series 66 license with 18 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 with a focus on 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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Duane Y

Series 63, Series 66

St. Louis, MO

Edward Jones

Duane Youngman is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He 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, offering a broad range of advisory services 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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