Daniel Denner is a Vice President and Resident Director at Merrill Lynch Wealth Management in Chesterfield, Missouri. Since joining Merrill in 2017, he has focused on providing wealth management services to physicians, business executives, small business owners, and their families. He partners with a team of experienced professionals to deliver personalized strategies aimed at helping clients meet their financial goals and objectives through integrated wealth planning and portfolio management. Dan’s expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income, special needs planning, and portfolio management services. He emphasizes anticipatory service, clear communication, and a detailed understanding of clients’ financial situations to develop flexible, tailored strategies. Dan holds a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Outside of his professional role, Dan resides in Ellisville, Missouri, with his wife Kristi and their four sons. He dedicates time to volunteering with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis. His personal interests include music, golf, biking, woodworking, and camping in their RV.

Jason Smith is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He joined Edward Jones in 2017 after two years at Commerce Brokerage Services, Inc. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Wilson is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. In addition to his advisory role, he has a background in mortgage services through Premier Capital Mortgage, where he has been active since 2005. 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. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Tracy Willis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in St. Louis, MO, Willis is involved with the Givens Elementary School PTO as co-treasurer, assisting with financial reporting and account tracking. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Austin Andrews is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2026, he worked at Citi for five years. His background also includes positions in sports and recreation organizations and community colleges. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-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 strategies supported by a nationwide network of financial advisors.

Gregory Strautmann is a CFP® professional with 17 years of industry experience, currently with Edward Jones since 2008. 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. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Derek Steele is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 17 years of industry experience and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ian Zorumski is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at AeroTek from 2016 to 2017. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Evan Cahn 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 2016 and previously worked at Blue Cross Blue Shield of Illinois. Outside of his advisory role, he is a published children's book author. 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 national network of advisors and branch offices.

Jacqueline Frick Hulsey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 13 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 advisors.

Zikomo Simmons is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at S&P Global. Simmons is a partner in two real estate limited partnerships, Portrait Investor, LLC and Farmtogether Shumaker, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Allyson Putz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Edward Jones since 2007. 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 access to separately managed accounts, and operates under a fiduciary standard.

Kristen Shafer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been associated with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains an extensive network of financial advisors and branch offices.

Michelle Stokes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She 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 offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Jeremy Tharp is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he works as an umpire for various baseball and softball associations and is employed as a softball umpire for the Saint Peters Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jeffrey Greminger is a CFP®-designated financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2000, totaling 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cool Dell Swim and Tennis Club in Manchester, MO. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Bukhshtaber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edible Arrangements, Sprint, Multiply, Lyft, and All American Appliance. 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 broad range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jared Grillo is a financial advisor at Edward Jones with a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.