Jane Ising is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 1997. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Magistri is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he works part-time as a bartender at Vetta Sports in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branches.

Nicholas Navin is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2007. 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 and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Chelsea Henderson is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Molly Kleiber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Her prior roles include work with the Saint Louis Cardinals, Accelerate Education, Chicken N' Pickle, Saint Louis University, LULULEMON, and the Wentzville R-IV School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and also worked at Axa Advisors, LLC during that period. Menacher volunteers with Pathways to Independence, contributing approximately one hour per month. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Brandon Reuther is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages several rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Bradley Meyer is a financial advisor with Edward Jones in St. Charles, Missouri, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Meyer is involved in managing various family trusts and real estate ventures, including recreational hunting grounds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and is noted for its extensive nationwide network of financial advisors and branch offices.

Erica Rosenberg is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Maryland Heights, MO. She has 9 years of industry experience, including over 10 years at Edward Jones and prior work with the Jewish Community Center Association. Outside of her advisory role, she is involved with Camp Sabra as retreat staff and serves as an advisor liaison for the nonprofit BBYO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Joseph Volz is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he officiates high school football games in St. Charles County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior work includes over a decade at Waddell & Reed, and he has been with LPL Financial since 2021. Outside of advising, he has engaged in entrepreneurial activities related to the restaurant business and nonprofit work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing diverse investment strategies supported by in-house and third-party research.

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing its services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. Charles Schwab 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 a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Jeffrey Portman is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at Gemini Wealth Group, Waddell & Reed, Inc., and various insurance carriers. Outside of finance, he has been involved with Do Rite General Contracting since 2000 and was active with the Creve Coeur Lions Club for nearly two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kevin Gaylord is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses, and has 24 years of industry experience. His career includes roles at Charles Schwab Premiere Bank, Charles Schwab Trust Bank, Charles Schwab Bank, and Charles Schwab since 2021, as well as prior experience at TD Ameritrade and Scottrade. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2014, with a brief period outside the firm at The Pet Doctor from 2015 to 2016. 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 under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary investment products.

Hans Smith is a financial advisor with LPL Financial in Hazelwood, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2008 and also maintains a role with Vantage Credit Union. In addition to his advisory work, Smith is writing a book unrelated to investing. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Jared Mora is a financial advisor with Edward Jones in Ofallon, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at US Bank from 2015 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Cox is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the ChFC® designation and Series 66 license and has 16 years of experience with Edward Jones and 12 years in the industry overall. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.