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.

Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Anderson is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he performs as a musician in a local group that occasionally books paid events. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Angelo is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in St. Louis, MO, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Jacob Bozovich is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in various service and retail roles. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.