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Charlton H

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

Charlton Hombs is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively, and previously spent 16 years at Citigroup Global Markets. Outside of his advisory role, he is a partner in Hombstead LLC, an agricultural and rental property business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools, serving clients directly and through corporate agreements.

General estate planning guidance
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Vernice S

Series 66

St. Louis, MO

Edward Jones

Vernice Smith is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Outside of his advisory role, he mentors athletes through a sports agency, drawing on his background as a former professional football player. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Brandon Koenigstein is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he serves as a financial arbitrator. 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 and affiliated services through a nationwide network of more than 23,700 advisors.

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

Series 66

Town and Country, MO

Edward Jones

Brian Davidson is a Series 66 licensed financial advisor with Edward Jones, based in Town and Country, MO, and has three years of industry experience. Prior to joining Edward Jones in 2023, he spent 12 years at Liturgical Publications Inc. 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 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Alex C

Series 66, Series 63

St. Louis, MO

Edward Jones

Alex Cole is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2019 to 2021 before returning to Edward Jones in 2021. Outside of his advisory role, he owns and operates a content creation business called Mid Millennial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing over $1 trillion in assets.

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

Series 66

St. Louis, MO

Edward Jones

Natasha Benton is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retail and 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 with discretionary and non-discretionary 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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Brian S

Series 66, Series 63

St. Louis, MO

Edward Jones

Brian Saali is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and solutions, 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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Colin G

Series 66

Chesterfield, MO

Morgan Stanley

Colin Gibbs is a Series 66-licensed financial advisor with Morgan Stanley, based in Chesterfield, MO, and has 20 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he is involved with Trek, a company that builds bicycles, and serves on the Investment Committee and board of the Saint Louis Art Museum. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and advanced modeling techniques.

General estate planning guidance
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Heather P

Series 66

St. Louis, MO

Edward Jones

Heather Piskulic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

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

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Christopher Lord is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Umb Financial Services from 2008 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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Steven H

Series 63, Series 66

Ballwin, MO

LPL Financial

Steven Hasenmueller is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2015 to 2018. He serves as a board member of Southminster Presbyterian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment programs and platforms, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools and research technology.

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

Series 66

St Louis, MO

Edward Jones

Justin Fischer is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The E.W. Scripps Company and Gray Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

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

Series 66

St. Louis, MO

Edward Jones

Kelly Meyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists with invoicing for a construction business owned by her husband. Edward Jones serves individual and institutional clients with a broad range of wealth management services, operating a nationwide network of financial advisors and providing both 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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William B

Series 66

Chesterfield, MO

LPL Financial

William Brennan is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Banc of America Investment Services for three years. Brennan also sells fixed, non-variable life insurance through multiple companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Luke Bauer is a CFP® and holds a Series 66 license with Edward Jones in St. Louis, MO. He has six years of experience at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, his work history includes roles at Young Life, Harold's Doughnuts, and Greenscape Gardens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, 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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Paul S

CFP®, Series 63, Series 66

Chesterfield, MO

Wells Fargo Clearing

Paul Sieben is a CFP® professional with 22 years of industry experience and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Chesterfield, MO. 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.

Retired Founder/Business Owner
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Taylor R

Series 63, Series 66

St Louis, MO

Charles Schwab

Taylor Ringkamp is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held positions at TD Ameritrade, Shipt Inc., Zurvita, DoorDash Inc., Randstad HR Solutions, and Waterway Gas & Wash. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment offerings.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Veronica C

CFP®, Series 66

Des Peres, MO

LPL Financial

Veronica Coleman is a CFP® professional affiliated with LPL Financial, with 18 years of industry experience. She previously spent 17 years at Edward Jones before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, 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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Deanna M

Series 63, Series 66

St. Louis, MO

Edward Jones

Deanna Marx is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through 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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Timothy C

Series 66

St. Louis, MO

Edward Jones

Timothy Clark is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has served as a high school basketball coach at University City High School for 9 years and a football and track coach at Priory High School for 11 years. Clark has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of advisors and branches nationwide.

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