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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 with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 11 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, offering a range of advisory programs and investment solutions 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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Travis S

Series 63, Series 66

Kirkwood, MO

Edward Jones

Travis Selner is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. 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 affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Anastasia L

Series 63, Series 66

St. Louis, MO

Edward Jones

Anastasia Leiendecker is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by 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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Cara B

Series 66

St. Louis, MO

Edward Jones

Cara Bergman is a financial advisor at Edward Jones with a Series 66 designation and 14 years of experience at the firm. She is based in Saint Charles, 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 under management through a network of more than 23,700 advisors, offering a range of 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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Thomas P

Series 66

St. Louis, MO

Edward Jones

Thomas Price is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he worked in retail and repair services from 2015 to 2018. 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 broad network of financial advisors and offers a variety of investment advisory programs and related services under a fiduciary standard.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

David Cummings is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 registrations with 23 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a founder and board member of the Mid-American Alternative Investment Association and coaches boys’ basketball at John Burroughs School. 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 managed solutions and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Garricka Roberts is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Garricka worked at Wells Fargo Clearing Services LLC for seven years and also has experience with Fieldworks LLC and Associate Staffing. Garricka has held positions outside the financial industry, including roles at Sophia M. Sachs Butterfly House. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports 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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Kevin G

Series 66

St. Louis, MO

Cetera

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated 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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Paul F

Series 66

Belleville, IL

Raymond James & Associates

Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew B

Series 66

St. Louis, MO

Edward Jones

Andrew Boyd is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Vanguard and time spent at Columbia University, as well as five years of service in the US Army. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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Donald T

Series 63, Series 65

St Louis, MO

Cetera

Donald Tinnin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2013. Tinnin serves as chairman of the Finance Committee for Memorial United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party managers across various program structures.

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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Melinda S

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its predecessor entities since 1998. Outside of her advisory role, she is involved in a business ownership interest unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas T

Series 63, Series 65, Series 66

Sunset Hills, MO

OSAIC

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at OSAIC since 2023 and previously spent 22 years at Fsc Securities Corporation. Tanurchis is also involved with Butler Associates Financial Planners, Inc., a firm he has been associated with for 27 years. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Elaine M

Series 66

St. Louis, MO

Edward Jones

Elaine Metcalf is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in a family-owned nail salon business, where she supervises employees and handles general operations. 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.

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

Series 66

St. Louis, MO

Edward Jones

Kendra Zengil is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she is the owner of Levee Farms LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Cory Ledbetter is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by 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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Preston J

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Preston Jordan is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked for FTB Advisors, Inc. from 2014 to 2017. He is based in St. Louis, MO. 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 through a nationwide network of over 23,700 financial advisors 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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Claudia A

Series 66

St. Louis, MO

Edward Jones

Claudia Aulik is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2007, totaling 19 years at the firm. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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