Jeffrey Erb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm provides financial planning, access to third-party asset managers, and model-driven investment solutions, with a notable focus on non-securities products and affiliated insurance services.

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.

Sherry Bolling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Edward Jones for 10 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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.

Steven Hoekstra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2017, following a decade at National Planning Corporation and three years at American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies and operational tools.

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.

Katherine Frick is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with Edward Jones in St. Louis, MO since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diane Young is a Series 66 licensed financial advisor with Edward Jones, based in Wildwood, MO. She has 18 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Vasser 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 2017 and previously worked at Wells Fargo Clearing. 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 wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.