Cassandra Farner is a CFP® professional at Edward Jones with 11 years of industry experience, all spent at Edward Jones since 2015. She also coaches at Cor Jesu Academy in Saint Louis, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Marlo Proctor is a financial advisor with Edward Jones in Webster Groves, MO, holding a Series 66 designation and 18 years of industry experience—all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Robert Lessentine Jr. is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones in Webster Groves, MO since 2014. He holds the Series 66 designation. 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 operates under a fiduciary standard and supports approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Kyle Kersting is a CFP® with 15 years of industry experience, all spent at Edward Jones since 2011. He holds the Series 66 designation and is based in Webster Groves, MO. 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 through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Daniel Valle is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 66 credentials. He has 26 years of industry experience, all with Edward Jones since 1997. 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 investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national presence with approximately 23,701 advisors and 15,121 branch offices.

Timothy Lane is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Bryan O'Dell is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Copsey is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including positions at Barnes Jewish Hospital and the Goldfarb School of Nursing at Barnes Jewish College. Outside of finance, she has been involved with CycleBar, a fitness business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large national network of advisors and branch offices.

Michael Lodes is a financial advisor with Edward Jones in Webster Groves, MO. He holds a Series 66 designation and has been with Edward Jones since 2022, with additional experience at Shine/Radiant Development Group and Redemption Song. 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 variety of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.