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Adam P

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Adam Pupillo is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses 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 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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Julianne N

Series 65, Series 63

Columbia, IL

Primerica Advisors

Julianne Nelson is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 65 and Series 63 designations and two years of industry experience. She previously worked at Primerica Financial Services and PFS Investments Inc. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Roy R

Series 66, Series 63

St. Louis, MO

Edward Jones

Roy Robinson Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Scottrade Inc. from 2016 to 2017. Outside of his advisory role, he is involved in digital art and Web3 creation, operates a property management and event marketing company, and mines cryptocurrency using a personal computer. 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 large network of advisors and branch offices, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

St Louis, MO

Raymond James & Associates

Kara Hill Kuehner is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Forsyth Advisors and the University of Missouri - Columbia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Patrick M

Series 63, Series 65

Oakville, MO

Edward Jones

Patrick Mc Manus is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a 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 its affiliated trust company and securities-based lending options.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Brian C

Series 66

St. Louis, MO

Edward Jones

Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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 options, managing approximately $1.01 trillion in assets through 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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Stephanie H

Series 66

St. Louis, MO

Edward Jones

Stephanie Hart is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she is involved in managing a short-term rental property business. 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 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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Oluwatoyin O

Series 66

St. Louis, MO

Wells Fargo Clearing

Oluwatoyin Orebiyi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in consulting for small business owners and operates a travel agency, in addition to co-authoring a book and managing a home services business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Retired Founder/Business Owner
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Ariana K

Series 63, Series 66

St. Louis, MO

Edward Jones

Ariana Karst is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Outside of her advisory role, she serves as Secretary Treasurer for DeWi Land Inc., a family land company. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

STIFEL

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Ryan E

Series 66

St. Louis, MO

Edward Jones

Ryan Edmonds is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Central Bank of St. Louis for ten years. He serves as treasurer on the Wood Meadow Subdivision HOA board in Ellisville, MO, where he reviews financial reports and approves expenses as part of a three-person board. 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 is notable for its extensive retail advisor and branch network, as well as its affiliated services including trust, mutual funds, and securities-based lending.

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

Series 66

St. Louis, MO

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years at the firm and 10 years of industry experience. Outside of his advisory role, he receives small royalties from a non-investment-related business involving a product website. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products.

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

Series 66

St. Louis, MO

STIFEL

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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Mitchell G

Series 66

St. Louis, MO

STIFEL

Mitchell Greenblatt is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Stifel in 2022. Greenblatt serves on multiple community boards, including as President of The BackStoppers Development Board and Chairman of the Young Professionals Board at The Magic House, St. Louis Children's Museum. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary methodologies developed by the Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Justin D

Series 63, Series 66

St. Louis, MO

Edward Jones

Justin Diller is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Finance Advisory Board for the Trulaske College of Business and is Treasurer of the Security Traders Association of St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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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Stephen L

Series 66

St. Louis, MO

STIFEL

Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

General retirement planning Income planning
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Jason S

Series 66

St. Louis, MO

Edward Jones

Jason Stennett is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016, including a brief period at Family Heritage Insurance in 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 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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James S

Series 66

St. Louis, MO

Wells Fargo Clearing

James Sutter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His background includes service in the United States Army from 2015 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Megan P

Series 66

St. Louis, MO

Edward Jones

Megan Probst is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop in Eastern Missouri. 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 strategies 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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