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Paul G

Series 66

Fenton, MO

LPL Financial

Paul Goeke is a financial advisor with LPL Financial in Fenton, MO, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at First Community Credit Union, U.S. Bancorp Investments, and Edward Jones. Outside of his advisory work, he serves as a youth sports referee for the Catholic Youth Council in St. Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to 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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Amarissa V

Series 66

St. Louis, MO

Edward Jones

Amarissa Villarreal is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her work history includes multiple roles at Edward Jones since 2017 and a period at Starbucks. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment 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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Jay F

Series 63, Series 66

St. Louis, MO

Edward Jones

Jay Fishwild is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, TD Ameritrade, and Scottrade. Based in St. Louis, MO, he has been with Edward Jones since 2018. 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 strategies, operates under a fiduciary standard, and is notable for its extensive 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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Robyn W

Series 66

St. Louis, MO

Edward Jones

Robyn Wolper is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates 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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Patrick D

Series 66

St Louis, MO

Thrivent Investment Management

Patrick Davis is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory work, he serves on the board of Momentum Academy, a charter school network in Saint Louis, and is the CEO and founder of Wisdom & Legacy Consulting LLC, providing consulting, mentoring, and mediation services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of planning topics. The firm does not provide portfolio management for institutional clients and delivers planning through a network of financial advisors without discretionary trading authority.

Business ownership considerations
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Andrew P

Series 66

St. Louis, MO

Edward Jones

Andrew Paulhus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Bank of America and Merrill. Outside of finance, he has experience at YMCA and Dick's Sporting Goods. 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 more than 23,700 advisors, offering a range of advisory programs including discretionary and non-discretionary 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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Robert G

Series 63, Series 66

St. Louis, MO

Edward Jones

Robert Geary is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1992. Outside of his advisory role, he works as a baseball and softball umpire and supervisor and volunteers as a high school basketball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, 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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Bruce C

Series 66

St. Louis, MO

STIFEL

Bruce Cross is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2024, he worked at Outcomes and Wells Fargo Clearing. He serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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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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Hillary C

Series 66

Frontenac, MO

Merrill

Hillary Caldwell is a Financial Advisor at Merrill Lynch Wealth Management, where she is a member of the Ozbun, Deimund, Beckham team. In her role, she collaborates with clients to develop personalized financial planning, wealth management, and investment strategies using a structured Wealth Planning process aimed at helping clients achieve their financial goals and navigate potential challenges. Ms. Caldwell returned to Cape Girardeau in 2023 after several years away, bringing experience from the pharmaceutical wholesale industry and a strong academic background. She holds a Bachelor of Science in Business Management from the University of Missouri–Columbia and an MBA from Webster University in St. Louis. Hillary also holds Series 66 and Series 7 FINRA registrations and earned the CERTIFIED FINANCIAL PLANNER® designation in 2025. Raised in Cape Girardeau, Ms. Caldwell attended Cape Central High School and has been actively involved in the local community since her return, including participation with the Zonta Club of Cape Girardeau and serving on the Hospitality Team at La Croix Church. Outside of work, she enjoys basketball, football, cooking, gardening, reading, and spending time with her family.

Wealth management Career Changers Mid-Career Professionals
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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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Bruce S

Series 66

Frontenac, MO

Wells Fargo Clearing

Bruce Sabin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Sabin serves as vice president of The Place Condominium Homeowners Association 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jessica M

Series 66

Frontenac, MO

STIFEL

Jessica Morton is a financial advisor with Stifel in Frontenac, MO, holding a Series 66 designation and three years of industry experience. She has worked at Stifel Nicolaus since 2021 and previously spent nine years with Mercy Hospital. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Sondra J

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Sondra James is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services supported by Wells Fargo research and tools, with a focus on tailored client recommendations and a broad menu of specialized planning options.

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

Series 63

St. Louis, MO

STIFEL

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

General retirement planning Income planning
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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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