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.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. 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 range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Michelle Ejchler is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Gary Meyer is a financial advisor with Edward Jones in Florissant, MO, holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Meyer is a silent partner and owner in Henke's Restaurant/Tavern in Florissant. 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 and services, operates under a fiduciary standard, and is notable for its extensive advisor and branch network along with affiliated capabilities beyond advisory services.

Jeremiah Clark is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robinhood Financial, TD Ameritrade, and Scottrade. Clark is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeanne Clark is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kathryn Salin is a Series 66-licensed financial advisor with Edward Jones, located in Maryland Heights, MO. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered program, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Laci Weatherford is a financial advisor with UBS Financial Services in Maryland Heights, MO, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2006. Outside of her advisory work, she is also an independent distributor of wellness products through Advocare. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and solutions.

Tyler Roach is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Joe Machens and held several positions associated with the University of Missouri and other firms in 2017. Outside of his advisory role, he engages in buying and selling collectibles and memorabilia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed strategies, and affiliated investment products supported by a large national network of advisors and branch offices.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

Jacob Zawojski is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

John Burke is a financial advisor with Ameriprise based in St. Charles, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1998. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Abigail Rivera is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Goldman Sachs & Co. LLC and Charles Schwab. Prior to entering financial services, she held positions in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Cathey Williamson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at Cambridge Investment Research, First Heartland Consultants, Universal Financial Planning Consultants, and Edward Jones. Outside of advising, she is involved in community and nonprofit activities, serving on boards such as Hope of David Ministries and The Kwame Foundation, and she co-leads a small group facilitating Financial Peace University. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a large network of financial professionals and provides access to multiple custodial platforms and proprietary model strategies.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

Diana Wittig is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Edward Jones since 2004. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Julie Winters is a financial advisor with Edward Jones based in Maryland Heights, MO. She holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.