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Bobbi J

Series 66

St. Louis, MO

STIFEL

Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. 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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John T

Series 66

St. Louis, MO

STIFEL

John Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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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Michael B

CFP®, Series 63, Series 65, Series 66

Kirkwood, MO

Edward Jones

Michael Belloli is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2022, he worked at Stifel for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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Blake E

Series 63, Series 65

Clayton, MO

J.P. Morgan Securities

Blake Emerson is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit that provides paid work experiences and training for young people in the St. Louis region. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG frameworks and broad derivatives capabilities in its recommendations.

Founder/Business Owner
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Eric T

Series 66

Hazelwood, MO

Edward Jones

Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of 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 a nationwide network of more than 23,700 financial advisors.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been associated with Wells Fargo Clearing and Digital Intelligence Systems LLC since 2021. Molek studied at Saint Louis University from 2016 to 2020 and has held various positions across multiple sectors prior to his current role. 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 financial advisors and employs research-driven investment strategies incorporating diversification and modern portfolio theory.

Retired Founder/Business Owner
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James O

Series 66

Webster Groves, MO

Edward Jones

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert F

Series 66

St Louis, MO

Cetera

Robert Findeiss is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2013, alongside roles at Minnesota Life and Securian Financial Services. He is also a board member and partial owner of Oak Meadow Country Club. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nick F

Series 66

St Louis, MO

Cetera

Nick French is a financial advisor with Cetera based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a server at Busch Stadium and Chaifetz Arena and is involved with SLU Sport Service, LLC as a suite attendant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jordan F

Series 63, Series 66

Clayton, MO

Merrill

Jordan Foster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan works with clients to develop customized financial strategies that align with their short- and long-term goals. By combining disciplined investment management with clear communication, Jordan helps clients navigate the markets, reduce uncertainty, and make confident financial decisions over time. Jordan's expertise includes education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Jordan is recognized as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. Jordan earned a High School Diploma from Hazelwood Central High and attended Columbia College without earning a degree. In addition to professional pursuits, Jordan's personal interests include basketball, cooking, fishing, football, gardening, and spending time with family.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Tax-loss harvesting Business sale tax planning
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Anthony M

Series 63, Series 65

Fairview Heights, IL

Edward Jones

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

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

Series 66

St Louis, MO

Edward Jones

Jack Gewinner 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 history includes roles at A-Mrazek Moving and Innovative Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Kevin P

CFP®, Series 66

St Louis, MO

Edward Jones

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and 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.

Retirement income strategy General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive Widow/Widower
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Kellie A

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Kellie Anderson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 15 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Savannah H

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

Savannah Hagy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Charles Schwab & Co., TD Ameritrade, and a background in the food service industry. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jenaro C

Series 63, Series 66

Frontenac, MO

Wells Fargo Clearing

Jenaro Centeno is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he teaches Brazilian Jiu Jitsu in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Meaghan S

Series 63, Series 65

O'Fallon, IL

STIFEL

Meaghan Schulte is a financial advisor with Stifel in O'Fallon, Illinois, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, while clients retain discretion over implementation decisions.

General retirement planning Income planning
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James C

CFP®, ChFC®, Series 63

Saint Louis, MO

Edward Jones

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 wrap fee 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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Robert M

Series 66

Frontenac, MO

Wells Fargo Clearing

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. 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.

Retired Founder/Business Owner
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Jeffrey J

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Jeffrey Johns is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Everise, and TD Ameritrade. He is also involved with DiSys alongside his advisory work. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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