Alyssa Tarrant is a Series 66 credentialed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension/profit-sharing plans, corporate clients, and charitable organizations. 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.

Cortney Knipp is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and beginning her industry career in 2025. Prior to Edward Jones, she held positions at Aspire Studios, Washington University in St. Louis, and Six Red Marbles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Stephen Schreiber is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2019, following a 14-year tenure at First Heartland Capital Inc. Based in St Peters, MO, Schreiber holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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, operating under a fiduciary standard.

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Aaron Cole is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 securities designations and has been with Edward Jones since 2000. Based in Maryland Heights, MO, Cole provides financial advisory services through one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a significant retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

Sarah Fagnani is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. She previously worked at Wells Fargo Clearing Services and Signature Consultants before rejoining Edward Jones, where she has worked for a combined total of 15 years. Outside of her advisory role, she is co-owner of a weightlifting coaching business in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Rebecca Mc Nulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at HM Capital Management and Botz Deal & Company PC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than 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.

Grant Carter is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, The Scion Group LLC, and Midwest Regional Bank. Outside of advising, he serves as treasurer for MT Flowers, a floral and gift store. Merrill, together 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 investment strategies for a range of individual and institutional clients.

George Hamilton is a financial advisor with Primerica Advisors in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Financial Services since 2005 and PFS Investments Inc. since 2016. In addition to his advisory work, he has been involved with the YWCA Head Start program since 2018 and previously with YWCA Metro. Primerica Advisors is a discretionary portfolio manager offering a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Megan Connell is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Daniel Schubert is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015 and holds the Series 66 designation. Based in Florissant, MO, he serves a diverse client base through his role at the firm. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Patricia Stout is a CFP®-certified financial advisor with Edward Jones, where she has worked for 18 years. She holds the Series 66 license and is based in St Peters, 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 programs and investment solutions, maintains a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Russell Gatewood is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and services supported by a large network of advisors and branch offices nationwide.

Melissa Kaelin is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and Series 66 designations 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 strategies, including managed wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Mark Murray is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Angel Brokenbrow is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2021, Angel worked at DeWitt & Associates for one year and Weber Law Office for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.

Robert Hickey is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Emerson, Vanderbilt University, and Allstate Insurance Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Jason Schoppenhorst is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.