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Joshua J

Series 66

St. Louis, MO

Edward Jones

Joshua Jones is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Kanakuk Kamps, Starbucks, and Truman State University. 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 investment strategies and affiliated services under a fiduciary standard, 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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Jacqueline M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Mcilhagga is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones and its predecessor firm since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee 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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Jessica R

Series 66

Maryland Heights, MO

Edward Jones

Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through 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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Antonio R

Series 66

St. Louis, MO

Edward Jones

Antonio Reyes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory 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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Jennifer C

Series 63, Series 65

St. Louis, MO

Edward Jones

Jennifer Carns is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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

Series 66, Series 63

Ellisville, MO

Thrivent Investment Management

Stephanie Feeney is a financial advisor at Thrivent Investment Management in Ellisville, MO, holding Series 66 and Series 63 licenses with five years of industry experience. She has been with Thrivent since 2021 and previously worked for InMoment/MaritzCX for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Business ownership considerations
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Abigail H

CFP®, Series 66

St Louis, MO

Edward Jones

Abigail Hagemann is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. Her prior work experience includes roles at Farmers Insurance, Enterprise Fleet Management, Staples, and Old Navy. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Stacy S

Series 66

St. Louis, MO

Edward Jones

Stacy Swiney is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 14 years of industry experience and has been with Edward Jones since 2011. 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 advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, 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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Maura L

Series 66

Chesterfield, MO

Wells Fargo Advisors

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

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

Series 66

O'Fallon, MO

Thrivent Investment Management

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Business ownership considerations
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Jon M

Series 63, Series 66

St. Louis, MO

Edward Jones

Jon Mandrell is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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William C

CFP®, Series 66

St. Louis, MO

Edward Jones

William Christian is a CFP® professional with six years of industry experience currently with Edward Jones in St. Louis, MO. His prior experience includes roles at Hightower Advisors, LPL Financial, American Fidelity Assurance, and NISA Investment Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supporting a nationwide network of thousands of financial advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Eugene Duffy is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 24 years of industry experience. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC before joining Edward Jones in 2019. 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, separately managed accounts, and affiliated mutual funds, 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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Brock T

Series 66

St. Louis, MO

Edward Jones

Brock Theisen is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. He has also been involved with organizations such as Urbandale Golf and Country Club and The Freeport Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated mutual funds.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Aegerter is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has worked at Edward Jones since 2017 and previously at Scottrade Inc from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Solovic is a financial advisor at Edward Jones with 22 years of industry experience. She previously spent 15 years at Wells Fargo Clearing before joining Edward Jones in 2026. Outside of her advisory work, she is the author of a book titled *Broken Willow*, which addresses mental health awareness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

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

Series 63, Series 65

Chesterfield, MO

Merrill

Kenneth Mc Mahan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Merrill since 1997 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved as a limited partner and general partner in several LLCs engaged in real estate activities. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael H

Series 63, Series 65

Chesterfield, MO

LPL Financial

Michael Holder is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commerce Bank since 2001 and transitioned to LPL Financial in 2023. 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 large network of investment adviser representatives.

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

Series 66

St Louis, MO

LPL Enterprise

William Difani is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including Edward Jones, Mass Mutual Life Insurance Co, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in family farming partnerships in the St. Louis area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions through a large network of investment adviser representatives.

Tax-loss harvesting
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Michael B

Series 66

Wentzville, MO

Edward Jones

Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, 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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