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Colin H

CFP®, Series 66

Chesterfield, MO

Edward Jones

Colin Hennessey is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016 and has nine years of industry experience. He is also the CEO and president of Hennessey Clothing Company, a print-to-order clothing business based in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Executive Technology Professional
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Lauren W

Series 66

St. Louis, MO

Edward Jones

Lauren Winscher is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 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. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, 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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Carolyn L

Series 63, Series 66

Chesterfield, MO

Charles Schwab

Carolyn Link is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and MetLife Investment Fund Services LLC. She also serves as co-trustee for her parents' trust. Charles Schwab & Co., Inc. serves predominantly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides an integrated approach including custody, brokerage, and cash-sweep services.

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

Series 66, Series 63

St Louis, MO

Charles Schwab

Skyla Wolcott is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. Her prior experience includes 13 years at TD Ameritrade Inc. before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a distinctive integrated operational structure.

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

Series 66

St. Louis, MO

Edward Jones

Sherri Chaput is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and 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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Brittney B

Series 66

St. Louis, MO

Edward Jones

Brittney Blocker is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2009. She has 14 years of industry experience. 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 large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including 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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Paola C

Series 66

St. Louis, MO

Edward Jones

Paola Chavez is a Series 66 licensed advisor at Edward Jones in St. Louis, MO, with four years of industry experience. She previously worked at Nuveen Asset Management LLC and has held positions at the United States Census Bureau and the University of Illinois at Chicago. 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, offering a range of 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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Ethan E

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Ethan Eitel is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual and its affiliates since 2012. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brian B

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Brian Buckley is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience and has been with Edward Jones since 1998. 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 through 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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Chad H

CFP®, Series 63

St. Louis, MO

Edward Jones

Chad Haas is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Lake Saint Louis, MO, and holds a Series 63 license. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient and alternative investment options.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kayla Belleville is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Charles Schwab and Co., TD Ameritrade, Wells Fargo Clearing, and Digital Intelligence Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment 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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Danita M

Series 63, Series 66

St. Louis, MO

Edward Jones

Danita Mahler is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Scottrade. Outside of her advisory role, she co-authors children's books through The Grand Adventure LLC. 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 strategies, and maintains a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Elizabeth Timmerman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2010, totaling 16 years of industry experience. She is based at a firm known for its extensive network of financial advisors and comprehensive wealth management services. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard, with a notable retail advisor and branch footprint.

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

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Raymond Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes 10 years at Wells Fargo Clearing, 13 years with Stifel, and 2 years at UBS Financial Services. 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 through more than 14,000 advisors and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Retired Founder/Business Owner
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Courtney D

Series 66

St. Louis, MO

Edward Jones

Courtney Dinnius is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked independently with a union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Cheryl Draves is a financial advisor with Edward Jones in Fairview Heights, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than 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 under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Kyle Lane is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Goldenberg Heller & Antognoli PC, Carmody MacDonald PC, and Sandberg Phoenix & von Gontard PC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through 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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Jason K

Series 66

St. Louis, MO

OSAIC

Jason Kelly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Renaissance Financial Corporation. Outside of his advisory role, he is involved with Leer Financial Wealth Management as a Client Service Specialist, focusing on client support and insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with customizable portfolio strategies and supports a broad array of financial planning and asset management programs.

Annuities Private / alternative investments
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Nicola A

Series 66

St. Louis, MO

Edward Jones

Nicola Ayers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones in 2018, Ayers worked at MetLife from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive 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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Jonathan H

Series 66

Chesterfield, MO

Fidelity

Jon Hobson is a Financial Consultant currently working at Fidelity. In this role, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach centers on creating clarity and reducing stress to help clients feel supported throughout their financial journey. Jon has held several positions at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, with progressive experience from 2023 to the present. This range of roles has provided him with a broad understanding of financial services and client relationship management. Outside of his professional responsibilities, Jon enjoys outdoor activities such as camping, canoeing, fishing, hiking, and playing soccer.

Wealth management Financial Professional
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