Sarah Heininger is a financial advisor with Raymond James Financial in Saint Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she has a decade-long involvement with G & D Pizzeria. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains a notable affiliation with a municipal advisor.

Frank Leone is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining Edward Jones in 2022. Based in St. Louis, MO, he provides wealth management services through Edward Jones. 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 strategies, supporting approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Kelly Cummins 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 2018, Cummins held positions at Epiq, Soma Intimates, and St. Louis University, including the School of Law. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Daniel Kapeller is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he held various roles including positions in catering and food service at Delaware North Sportservice. Outside of financial advising, he has worked in event catering at Busch Stadium. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Alan Herzog is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he manages a family business, Kelsey Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Ellen Schmidt is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008 in their St. Louis, MO office. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kate Kottmann is a CFP® and holds a Series 66 designation with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Joan Winkelmann is a financial advisor with Edward Jones in Swansea, IL, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as an adjunct professor teaching MBA courses at McKendree University. 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 advisory programs and maintains a large network of financial advisors and branches across the country.

Joseph Barnowski is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Sun Valley Adult Care Center for 14 years. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including coordinating events at a family-owned venue, operating a notary services business, organizing a creative studio for publishing and crafts, and offering motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for five years at FleishmanHillard. 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 options supported by a large nationwide network of financial advisors and branch offices.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. 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, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

Alicia Laken is a financial advisor at Edward Jones in St. Louis, Missouri, holding the Series 63 and Series 66 designations with 16 years of industry experience. She 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

John House Jr. is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1987. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, utilizing model-driven strategies overseen by unaffiliated asset managers and supported by custodial services from Pershing.

Stephen Knopke is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked for Precoat Metals from 2014 to 2024. 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 financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Aaron Finnegan is a financial advisor at Edward Jones in St. Louis, MO, holding a 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. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

Courtney Oelklaus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Edward Jones, Oelklaus worked at Wells Fargo Clearing Services for seven years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lenny Wang is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Vectra Co, Eastman Chemical, and Banc Of America Securities LLC. Outside of his advisory role, he is a silent investor in a hair salon business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.