James Pozzo Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christine Dorf is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she owns Elk and Sparrow, a business that creates and sells homemade home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors.

Heather Chavez is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, totaling 13 years of industry experience. She has been with Edward Jones since 2008 and has also been involved with Vetta Sports Club since 2012. Outside of her advisory role, Chavez co-owns an event coordination business and manages event logistics for multiple venues and catering services. 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, supported by a large nationwide network of financial advisors and branch offices.

Christy Brock is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. 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 under management.

Danielle Rosas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Creative Planning Tax and was briefly involved with GWYG, LLC. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Andrew Stratmann is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2006. 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, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.

Robin Arnold Jr. is a financial advisor with Edward Jones based in Maryland Heights, MO. He holds a Series 66 designation and has 18 years of industry experience, with over two decades at 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Stanley Williams Jr. is a financial advisor with Equitable Advisors in Florissant, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and also worked with Axa Advisors, LLC during that time. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with the St. Louis Crisis Nursery, Imani Rites of Passage and Company, and Christian Hospital. 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 operates a hybrid advisory and brokerage model, utilizing client intake processes to tailor services and offering both discretionary and non-discretionary investment management.

Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Citigroup, TD Ameritrade, Major League Baseball Advanced Media, Mission Taco Joint, and WAAY-TV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Alexander Ottinger is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Ameriprise Financial Services since 2016, following five years at Alexander Realty. Ottinger is based in Weldon Spring, Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Holli Franklin is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Enterprise Holdings from 2015 to 2018. 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 large network of financial advisors and branch offices nationwide, with approximately $1.01 trillion in assets under management.

Teresa White is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Financial in 2019. In addition to her advisory role, she serves as a FINRA arbitrator. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both proprietary and third-party research to support discretionary and non-discretionary management strategies.

Carrie Malick is a financial advisor at Edward Jones with 24 years of industry experience and holds the Series 63 and Series 66 designations. She has been with Edward Jones since 2001. Outside of her advisory role, she is a co-owner of an LLC that acquired a chiropractic business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, providing both discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services through a nationwide network of over 23,000 advisors.

Erica Robertson is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Edward Jones since 2013 and is also involved with Promotional Brand Ambassadors, a promotional events business where she promotes Chevrolet cars at various events. Additionally, she works as an independent Amazon influencer, promoting products and earning commission through affiliate links. 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 large nationwide network of financial advisors and branch offices.

Kirstin Mailman is a Series 66 licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 7 years of industry experience, including time served in the United States Army from 2015 to 2016. Kirstin has been with Edward Jones since 2016 and is also affiliated with Saint Louis University. 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 services under a fiduciary standard, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Dennis Hunt is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Outside of his advisory role, he manages residential rentals for family members. 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, supported by a large network of financial advisors and branch offices nationwide.