Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Kristine Kamman is a Series 66-licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving 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 solutions, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Don Kohlman is a financial advisor with Edward Jones in O'Fallon, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Edward Jones since 2000. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.

Tina Mapes is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Additionally, she serves as an adjunct instructor at Hannibal-La Grange University, where she facilitates online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.

Robin Marchbanks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at Cutter & Company, Inc. and Edward Jones. Outside of advising, he is a notary public and is involved in small business activities including a home inventory service and private investigation work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing 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 under a fiduciary standard.

Lisa Leonard is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Securities America, Voya Financial Advisors, and Cetera Investment Services. Outside of her advisory work, Leonard volunteers on the education committee of Powell Gardens, participates in the Junior League of Kansas City, and is involved in genealogy and historical societies, including the Colonial Dames of America and the Daughters of the American Revolution. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Brittney Obrien is a financial advisor with Edward Jones in Lake St Louis, MO, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC, and has held roles outside finance including serving as a restaurant server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Julie Moriarty is a financial advisor with Equitable Advisors in Marthasville, Missouri, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of her advisory role, she is a certified yoga instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves risk assessment and matching clients to tailored investment programs, utilizing both proprietary and third-party asset management solutions.

Peter Lucier is a Series 66-licensed financial advisor with 26 years of industry experience. He currently works at OSAIC and has previous experience with firms including Securities America, Voya Financial Advisors, Prospera Financial Services, and UBS Financial Services. Outside of his advisory role, he serves as an administrator for D.L.D. Partners LTD, managing administrative and tax-related tasks for the partnership. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale and complex affiliate network.

Sandra Pruett is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. 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 portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors and advanced operational tools.

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Kelly Huff is a Series 66-licensed financial advisor with LPL Financial, based in Wentzville, MO, and has 15 years of industry experience. She has worked at LPL Financial since 2011 and is also involved with Vantage Credit Union, where she supports administration of CDs, IRAs, deferred compensation, and member services. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Brown is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at CitiMortgage and Cenlar FSB. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Stephanie Mc Fadden is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, she worked at Brighthouse Securities, LLC. 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 offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he is active as an insurance agent selling long-term care, life insurance, and fixed annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.