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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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Stephanie R

Series 66

St. Louis, MO

Edward Jones

Stephanie Richardson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 16 years of industry experience. She has been with Edward Jones for 21 years. Outside of her advisory work, she is the creator, editor, and publisher of A'n'SR-entertainments, an entertainment publishing business specializing in comic books, games, and fiction. 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 nationwide network of about 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Arnold, MO

Edward Jones

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Christopher Gosney is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 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 and offers various advisory programs, 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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Jacob V

Series 66

St. Louis, MO

Edward Jones

Jacob Vinson is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Raymond James & Associates and Wells Fargo Clearing. Outside of advising, he manages rental property upkeep and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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

CFP®, Series 66

Sunset Hills, MO

OSAIC

Justin Koch is a CFP® professional with five years of industry experience, currently working at OSAIC since 2023. His prior roles include positions at Fsc and Butler Associates Financial Planners, Inc. He holds a Series 66 designation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and utilizing a complex affiliate network and private-equity ownership.

Annuities Private / alternative investments
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David H

Series 66, Series 63

Barnhart, MO

Edward Jones

David Huelster is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm has a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Dalila P

Series 66

St. Louis, MO

Edward Jones

Dalila Piric is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Professional Employment Group for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and integrated capabilities beyond advisory services.

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

Series 66

Swansea, IL

LPL Enterprise

Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Lance G

Series 66

St. Louis, MO

Edward Jones

Lance Guthrie is a Series 66 licensed financial advisor with Edward Jones in Swansea, Illinois, with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Communications Director for the O'Fallon Bombers Baseball Club and owns an online collectibles business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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

Series 66

St. Louis, MO

Edward Jones

Zachary Porter is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked with Staffing Solutions, contracted with Edward Jones, from 2016 to 2019. 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, 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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Sherry W

Series 63, Series 66

St. Louis, MO

Edward Jones

Sherry Wilson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she works part-time at a hotel 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 advisors and branch offices across the United States.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Tierney is a CFP® with 20 years of industry experience, all spent at Edward Jones since 2006. She holds a Series 66 license and 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 provides a range of advisory programs, including 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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Jo Ann S

Series 66

St. Louis, MO

Edward Jones

Jo Ann Schwent is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Caleres for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates 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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Timothy N

CFP®, Series 66

St Louis, MO

Thrivent Investment Management

Timothy Nielsen is a CFP® professional with nine years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at Moneta Group Investment Advisors, Oppenheimer & Co., and Commerce Bank. Outside of his advisory work, he serves as Baseball/Softball Director for St. Clement of Rome, organizing schedules and team communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Tedd S

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Tedd Schlereth is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory work, he has business ownership interests 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 focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and tools within a managed account framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Vanessa V

Series 66

St. Louis, MO

Edward Jones

Vanessa Vigil is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to her career in financial advising, she worked in the restaurant industry, including positions at Chili's Restaurant and Whataburger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 financial advisors and branch offices.

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

CFP®, Series 66

Kirkwood, MO

Edward Jones

Jonathan Schwendeman is a Certified Financial Planner® (CFP®) and holds a Series 66 license with 13 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 managed 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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