Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bradley Meyer is a financial advisor with Edward Jones in St. Charles, Missouri, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he is involved in managing various family trusts and rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Kevin Gaylord is a financial advisor with Charles Schwab in Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Scottrade, Inc., TD Ameritrade, Inc., and various Charles Schwab entities since 2004. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and operational integration.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses. She has 26 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 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 tax-efficient services.

Shawn Smith is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 63 and Series 66 designations. Based in Wentzville, MO, Smith provides services through one of the largest networks of financial advisors in the country. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

John Burke is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate firms since 1998. Burke is based in St. Charles, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income stability and tax-aware withdrawal strategies for clients nearing or in retirement.

Brittany Wright is a financial advisor with Stifel in O'Fallon, MO, holding a Series 66 designation and two years of industry experience. She has previously worked at Millsap & Singer LLC for 13 years and held other roles including a position at Griffin Personnel Group. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Shonda Hart is a financial advisor with Edward Jones in O'Fallon, MO, holding a Series 66 designation and bringing one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Abigail Rivera is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Goldman Sachs & Co. LLC and Charles Schwab. Prior to entering financial services, she held positions in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kevin Moore is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Dick's Sporting Goods, and Petro Mart. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment due diligence.

Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.