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Justin H

Series 66

St. Louis, MO

Edward Jones

Justin Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously was with Cunningham, Vogel & Rost, P.C., as well as the City of St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Robert Molina is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked with Edward Jones since 2017, including a brief period at Severin Investments, LLC in 2018. Outside of his advisory role, he has worked as a bartender for the Saint Louis Symphony. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates 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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Jacob Henry S

Series 66

St. Louis, MO

Wells Fargo Clearing

Jacob Henry Santos is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His work history includes roles outside finance at various businesses such as Burlington Golf Club and The Grange Public House and Brewery. 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 substantial assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Lauren L

Series 66

St. Louis, MO

Edward Jones

Lauren Lang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2019 and also holds a position at Dierbergs Markets, where she has been employed since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide 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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Karen H

Series 66

St. Louis, MO

Edward Jones

Karen Hogue is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 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, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert (Ernie) M

Series 63, Series 65

Frontenac, MO

Wells Fargo Clearing

Robert (Ernie) Meyers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Meyers serves as a trustee for his spouse’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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John D

Series 63, Series 65

Frontenac, MO

STIFEL

John Doneff is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2001. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Jason L

Series 63

St. Louis, MO

Wells Fargo Clearing

Jason Lewis is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with five years of industry experience. His work history includes roles at Wells Fargo Clearing and Citi Bank, as well as positions outside the financial sector. 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 and analytics.

Retired Founder/Business Owner
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Dejanira D

Series 66

St. Louis, MO

Edward Jones

Dejanira Dotson is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, bringing four years of experience at the firm and one year in the industry overall. Prior to her advisory role, she worked in various customer service positions in the food and beverage sector, including as a server and bartender at Babylon Bar & Grill and as a wine tender at Cedar Lake Cellars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and fiduciary services, 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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Aurora C

Series 66

St. Louis, MO

Edward Jones

Aurora Camargo is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she provides technical support for a Catholic church, managing presentation slides during weekly mass. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

Swansea, IL

LPL Enterprise

Taylor Willhalm is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Joseph B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Joseph Baker is a financial advisor at Wells Fargo Advisors based in St. Louis, MO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo and affiliated entities since 2014, as well as brief positions at Cooperatieve Rabobank U.A. and Rabo Securities USA, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for implementation through various brokerage or advisory programs.

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

Series 63, Series 65

St Louis, MO

LPL Financial

Michael Conley is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Stifel for seven years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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

Series 66

St Louis, MO

Edward Jones

Katherine Gruzeski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 financial advisors.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

John Fitzgibbons is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 1999 and also works as a board operator for Missouri Sports Radio, devoting several hours weekly to this role. Additionally, he serves as an instructor and umpire for softball games in St. Charles, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains 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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Anh L

Series 63, Series 66

Creve Coeur, MO

Cetera

Anh Le is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He is the president of Anh Le CPA LLC, providing tax and accounting services, and owns Midwest Tax Resolution Center and Le Financial Associates, focusing on tax solutions and financial guidance. Outside of his financial work, he is a trustee of the Compassionate Buddha Temple and a member of the Rotary Club of Fairview Heights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform that includes affiliated and third-party managers.

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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Richard W

Series 66

St. Louis, MO

Edward Jones

Richard Worth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Belleville, IL

Edward Jones

Thomas Egan Jr. is a financial advisor with Edward Jones in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a director of the Althoff Athletic Foundation and holds board positions with St. Clair Country Club and St. Elizabeth's Hospital, including chairing a membership committee and participating in hospital governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, 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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Amy B

Series 66

St. Louis, MO

Edward Jones

Amy Bridges is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is affiliated with Dale Carnegie of Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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Leonard L

Series 66

St. Louis, MO

Wells Fargo Clearing

Leonard Levi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Disys, Pruco Securities, Prudential Insurance Company of America, Regions Bank, and Cetera. Outside of his advisory work, he is involved in community activities such as performing as a bass player in the Porch Cafe Band and recruiting for Lighthouse Hiring. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in their investment approach.

Retired Founder/Business Owner
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