Kelly Mooney is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. Mooney has been with Edward Jones since 2009. Outside of advisory work, Mooney has experience selling health and wellness products as a sales consultant. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Mccorkendale is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 credentials and offering 27 years of industry experience. His prior roles include positions at Avantax Advisory Services, Strategic Wealth Advisors, and 1st Global Advisors. Mccorkendale is also involved with McvESTMENTS, LLC, a business entity for tax and investment purposes. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Brian Dentinger is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

David Weis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, First Heartland Capital, Woodbury Financial Services, and Morgan Stanley. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad spectrum of investment strategies.

John Froidl is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo & Co., Century Securities, and Stifel Nicolaus & Co., Inc. Outside of his advisory role, he is involved with Twisted Juniper, an investment-related business. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

Kenneth Ikeda is a financial advisor with Morgan Stanley in Wildwood, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as co-trustee and one-quarter beneficial owner of family trusts holding rental properties in Honolulu, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling.

Caitlin Martines is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Yerbae Enhanced Sparkling Water, Higher Groud Healing, and Gamlin Restaurant Group. Outside of her advisory role, she owns a handmade goods business creating quilts. 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 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, operating under a fiduciary standard.

Daniel Mcgee is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cetera Wealth Services since 2013 and currently works at Cetera. Outside of advising, he is a partner in a retail athletic apparel business in Kirkwood, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Nicholas Angelo is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in St. Louis, MO, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. 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 over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.

Scott Modde is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of advising, he owns a small investment property used primarily for family and event purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher Seiffert is a CFP® professional with 11 years of industry experience, currently associated with Cetera since 2017. He has worked at several firms including LPL Financial and RFG Advisory Group and maintains a role at MSMF Wealth Management. Outside of his financial advisory work, he is involved in golf course maintenance at Lake Forest Golf and Country Club in St. Louis, a position he has held since 2007. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, employing both discretionary and non-discretionary program structures.

Patrick Weale is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc. and Dayton Freight Lines Inc., alongside a long tenure at Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Daniel Carns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors LLC, and First Allied Advisory Services. He is also the owner and managing member of Carns Financial Group, LLC, a private entity engaged in securities, advisory, and insurance business. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,900 advisors and managing more than $819 billion in discretionary assets.

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Sarah Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she worked for the Meramec Valley School District for two years. Outside of her advisory work, she is starting a side business focused on creating party decor and rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Adam Caldwell is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds the Series 66 designation and has nine years of industry experience, all with Thrivent Financial or its affiliated entities since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on various financial topics. The firm’s approach separates planning from implementation and managed-account services, maintaining periodic reviews without discretionary trading authority for the planning service.

Megan Burke is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Fleet Feet Sports from 2010 to 2018. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.