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Alexander B

Series 66

Chesterfield, MO

Fidelity

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Pamela B

Series 66

St. Louis, MO

Wells Fargo Clearing

Pamela Buehne is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked for 10 years. She has 14 years of industry experience. 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 from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jill S

Series 66

Clayton, MO

LPL Financial

Jill Sachs is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 14 years of industry experience. She previously operated Sachs Financial from 2011 to 2017 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. She also serves as power of attorney for her mother in St. Louis, MO. 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, leveraging research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Joseph M

CFP®, Series 66

Florissant, MO

Edward Jones

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Madison S

Series 66

Florissant, MO

Edward Jones

Madison Smith is a Series 66 licensed financial advisor with Edward Jones in Florissant, MO, where she has worked since 2017. She has eight years of industry experience and previously held positions at Webster University. Outside of her advisory role, Madison is the founder of Synclarity Associates, a consulting and freelance writing business, and an author for Creative Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services beyond investment advisory.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Government Employee Intergenerational Families
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Christopher G

Series 66

St. Louis, MO

Fidelity

Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.

Wealth management
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Ronald F

Series 66, Series 63

Florissant, MO

Edward Jones

Ronald Faintich is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Edward D. Jones & Co., L.P. since 1989. 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, operates under a fiduciary standard, and maintains a large network of financial 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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Angelic B

Series 66

Maryland Heights, MO

Edward Jones

Angelic Bryant is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and with 12 years of industry experience. She has been with Edward Jones for 27 years. Outside of her advisory role, she owns a retail business focused on clothes, accessories, and hair products, and she is also an author of children's books. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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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Trupti P

Series 66

St. Louis, MO

Wells Fargo Clearing

Trupti Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Based in St. Louis, MO, Patel provides advisory services within a large institutional environment. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Pamela C

Series 66

Clayton, MO

J.P. Morgan Securities

Pamela Capps is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her prior firms include UBS Financial Services and Morgan Stanley. She is employed by both J.P. Morgan Securities and J.P. Morgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG considerations, supported by a centralized manager solutions team.

Founder/Business Owner
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Adam F

Series 66

Maryland Heights, MO

Edward Jones

Adam Friedman is a financial advisor at Edward Jones with 20 years of experience at the firm and holds the Series 66 designation. He is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory services and investment strategies through 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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Matthew P

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Retired Founder/Business Owner
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Laura K

Series 66

St. Louis, MO

Wells Fargo Clearing

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Retired Founder/Business Owner
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James L

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

James Laughlin Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services from 2007 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Brian T

Series 66

Clayton, MO

Merrill

Brian Turner is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carmody-Turner Group. He has been in the financial services industry since 2012 and joined Merrill Lynch in 2015. Brian works with high-net-worth clients, including physicians, serial entrepreneurs, college coaches, small business owners, and executives, providing individualized wealth management and planning strategies. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their financial goals, combining personalized service with the investment insights of Merrill and the banking convenience of Bank of America. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) accreditation. He earned both his bachelor's degree and Master of Business Administration from Western Illinois University, where he also played and lettered on the NCAA Division I men's basketball team. Originally from southeast Iowa, Brian and his wife, Dr. Ashlyn Turner, have three children. They lived in St. Louis before relocating to Ballwin. Brian supports the community through his involvement with organizations such as the Western Illinois University Foundation Board, Fathers & Families Support Center, and the United Way's Charmaine Chapman Society. He also dedicates time to coaching youth sports.

Wealth management Retirement income strategy Charitable giving & philanthropy Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Executive Women Professionals Young Families
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Nicholas D

Series 63, Series 66

Chesterfield, MO

Edward Jones

Nicholas Davis is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he has an interest in royalties through Magnum Producing, LP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

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

Series 66

Clayton, MO

J.P. Morgan Securities

Edward Nix is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Northern Trust and involvement with regional business organizations in St. Louis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop written asset allocation advice and customized performance reporting, with final investment decisions made by clients.

Founder/Business Owner
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Miranda W

Series 66

St Louis, MO

LPL Enterprise

Miranda Williams is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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Amanda P

Series 66

Clayton, MO

Merrill

Amanda Plotkin is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at Precision Document Solutions from 2014 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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