David Chartrand is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a fiduciary for the Fern C Bauer Educational Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Terrence Freeman is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 10 years of industry experience, all with Edward Jones since 2015. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Talesky is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked in the Indiana University Biology Department and briefly with B&N College Booksellers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2023, he spent 12 years at Commerce Brokerage Services, Inc. He also has an investment-related business activity under the name Commerce Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Xavien Jackson is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bass Pro Shops and has been a full-time student since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sean Hickey is a financial advisor at Edward Jones in Saint Charles, MO, holding CFP®, CFA®, and Series 66 credentials with 16 years of industry experience, all of which he has spent 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Shay Garner is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, Garner worked at TD Ameritrade and SteadyRain. Outside of advisory work, Garner serves as treasurer for Ritenour Husky Homes, Inc., where he manages receipts, grant money, and donations. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Hopper is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the BJC - St Peters/Progress West Foundation, contributing to community and fundraising efforts. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Bozeman II is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His previous roles include positions at TD Ameritrade/Charles Schwab and Fidelity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Smith is a financial advisor at Wells Fargo Advisors in St. Charles, MO, with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cushman & Wakefield and Edward Jones. Outside of his advisory role, Smith serves as a security consultant for Legion Security Consulting Services, focusing on security oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through the firm’s brokerage or advisory programs.

Matthew Mc Bride is a financial advisor at Edward Jones in St Peters, Missouri, holding the CFP® certification and Series 66 license. He has seven years of industry experience, including prior roles at First State Bank of St. Charles and Cornerstone Mortgage, Inc. 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, supported by a nationwide network of over 23,700 financial advisors and assets under management exceeding $1 trillion.

Brad Mc Rae II is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones since 2010. 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 national network of financial advisors and branch offices.

Timothy Haverkorn is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, and has eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Allied Ace Hardware from 2013 to 2017. 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 financial advisors and branch offices.

Allison Cook is a CFP®-designated financial advisor with Edward Jones, based in Maryland Heights, MO, and has 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Brady is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Justin Urbanowicz is a Series 66-licensed financial advisor with Edward Jones in St. Charles, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Adam Litzau is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Citigroup, Wells Fargo Clearing, and Mueller Prost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Peter Merzian is a financial advisor with LPL Financial in Creve Coeur, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2004, following roles at WS Griffith Securities and U.S. Bancorp Asset Management. In addition to his advisory work, Merzian operates an independent insurance agency selling fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools while managing over $819 billion in discretionary assets.