Nathan Rockholm is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his career in financial services, he served in the United States Navy for 20 years. Outside of advising, he is involved in operating a Supercuts hair salon franchise in Chesterfield, MO, where he assists with management and marketing. 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 over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Luis Astudillo is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1987. Based in St. Louis, MO, he has been continuously active at the firm for over three decades. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shanna Jones is a Series 66 registered financial advisor with Edward Jones in O’Fallon, MO, where she has worked since 2008. She has 12 years of industry experience. 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 large nationwide network of advisors and branch offices.

Gerard Herber is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1983. 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, operating under a fiduciary standard.

Sarah Lord is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves more than four million individual and institutional clients, providing a range of wealth management services through a large network of financial advisors and branch offices nationwide. Edward Jones offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robin Diedrich is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Edward Jones since 1993. He serves as an Investment Committee Member for the Lutheran Foundation of St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches.

August Hummert IV is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Hummert is involved with Retire On Time LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad network of over 22,800 advisors.

Adam Meyer is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 licenses. 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 nationwide network of more than 23,700 financial advisors.

Stacy Kliethermes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she owns a photography business specializing in family, senior, and newborn portraits and occasionally works as a second photographer. 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 solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Charles Smart is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and 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, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated investment and trust services.

Vincent Penna is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he works as a staff bookkeeper for an accounting services firm. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large advisor network and additional services such as a trust company and securities-based lending.

Stephen Scott is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has been with Cetera since 2008 and maintains ownership roles in multiple tax and accounting firms, including Scott, Scott and Co CPA. Outside of his professional work, he serves on the board of the Manchester Athletic Association and holds several treasurer positions in local sports and homeowners associations. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management services and investment strategies, supported by a large network of advisors and over $256 billion in assets under management.

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.