Jonathan Fish is a financial advisor with Edward Jones in St Louis Hills, MO. He holds Series 63 and Series 65 designations and has 36 years of industry experience, including 27 years with Edward Jones. 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, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.

David Briest is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2017, following two years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 financial advisors.

Ryan Stookey is a financial advisor with Ameriprise Financial Services in Webster Groves, MO, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Ameriprise totaling five years and a 15-year period at Aflac. He is involved in independent insurance brokering related to disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and tax-aware withdrawal strategies.

Jenny Seim is a Series 65-licensed financial advisor with 21 years of industry experience, currently with Edelman Financial Engines. Her career includes over a decade at The Mutual Fund Store and multiple roles within Financial Engines Advisors from 2015 to present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management, and oversees diversified model portfolios with a long-term focus.

Evan Welker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at several companies, including Compana Pet Brands and Hyvee. 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 is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

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.

James Graham is a financial advisor at Edward Jones in Manchester, MO, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

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.

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for National Planning Corporation from 2007 to 2017. In addition to her advisory role, she serves as president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

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.

Chad Chesnut is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with ScottTrade from 2013 to 2017. Outside of his advisory role, Chesnut owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party programs to deliver advisory services and provides ERISA fiduciary services to qualified plans.

Nathanael Neal is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked at Panera Bread Co for seven years. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Munroe is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network, Triad Financial Group, and Cardinal Wealth Planning. Munroe is also involved in fixed insurance sales as a separate business activity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 11 years of industry experience. She 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 both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Cary is a financial advisor with LPL Financial in Kirkwood, MO, holding Series 66 and Series 63 designations and 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he owns and operates a farm business, Cary's Mound Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types and platforms.

Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”