Timothy Thurman is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO. He has 10 years of industry experience, including 12 years at Edward Jones since 2014. 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, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Tracy Gravatt is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2023, Tracy worked at Wells Fargo Advisors for 11 years and Wells Fargo Clearing for 2 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Hagedorn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2011. Outside of his advisory role, Hagedorn serves as vice president of the St. Louis chapter of the Society of St. Vincent de Paul, where he manages hotline calls and attends meetings. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions.

David Cintel is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 license and previously worked at Maryville University and Lindenwood University. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Khristopher Stillman is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he worked at Verizon Wireless for five years. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

David Parmer is a Series 63 licensed financial advisor with Edward Jones in Eureka, MO, where he has worked since 2000. He has 26 years of industry experience. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Bauer is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following a one-year tenure at Wells Fargo Clearing. Based in St. Louis, MO, she serves a diverse clientele through her role at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Joseph Davies is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Kirkwood, MO. Outside of his advisory role, Davies is a partner in a real estate business, Davies Real Estate, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Arndt III is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Arndt has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, INC; he has also owned and operated Arndt and Associates, an insurance agency, since 1989. Outside of his advising work, he serves as a trustee for the Joseph M. Arndt Trust, a family foundation that provides funding to local organizations. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with customizable portfolio options and supports a variety of programs delivered via affiliated broker-dealer and RIA relationships.

Sessel Washington is a CFP® and Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Daus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2001. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lucas Surges is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at TD Ameritrade, Scottrade, Northwestern Mutual, and the University of Missouri. Outside of finance, he has experience working with The Lawn Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Linden is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His work history includes roles at Regions Bank, Bank of America, Merrill, and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services across multiple program platforms and custodial relationships, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Brett Howard is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in St. Louis, MO. Outside of his advisory role, he is listed as owner of BNH Farms, LLC, an entity established to hold farmland but not utilized for any business activity. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Lail is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the St. Louis Better Business Bureau for 15 years and had roles at Judge Evaluations and Emmis Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelli Anderson is a Series 66 licensed financial advisor with Morgan Stanley in Chesterfield, MO, where she has worked since 2015. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of services including structured planning processes and investment strategies approved by its Global Investment Committee.

Joseph Watson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Inc for eight years. Outside of his advisory role, he serves on the board and leads fundraising efforts for the Hockey Club of STL and coaches youth hockey for the Rockets Hockey Club. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Zachary Heath is a Financial Consultant at Fidelity Investments, where he collaborates with clients to plan for their financial futures. He focuses on understanding each client's unique financial needs, goals, and preferences to co-create and implement comprehensive plans aimed at achieving their objectives. Over time, he assists clients in refining their plans and investment strategies as their needs evolve. Prior to his current role, Zachary held positions at Fidelity Investments as an Investment Consultant and Planning Consultant, and he was a Senior Financial Advisor at Wells Fargo Advisors from 2009 to 2022. His experience spans various aspects of financial advising and consulting. Outside of his professional work, Zachary engages in family activities, fitness, social events with friends, golf, soccer, and traveling.

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.

Lance Farner is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.