Jordan Floerke is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and 1st National Bank of Waterloo since 2022. Prior to his advisory career, he was employed at JV's Bar and Grill while attending Missouri State University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and machine-learning systems for operational support.

Chad Rucker is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Beth Wiggins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of experience at the firm. She is also the owner of a 160-acre farm in Northeast Missouri, which she shares for crop income and leases hunting rights. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies, managing over $1 trillion in assets and supported by a nationwide network of more than 23,000 financial advisors.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments, and Primerica Financial Services, as well as prior involvement in the restaurant and hospitality sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports portfolio execution and custody through BNY Mellon Advisors and Pershing.

Julie Devine is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Browne is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Securities Series 66, 63, and 65 licenses. His career includes 18 years at Edward Jones Trust Company and prior roles at TIAA-CREF and Osaic FA, Inc. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Michael Kickham is a CFP® with 43 years of industry experience, currently associated with Osaic Wealth Inc. He has held prior roles at LPL Financial, The Retirement Group, FSC Securities Corporation, Porter & Kickham, Inc., and Securities America Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and offers a range of investment programs including Unified Managed Accounts and third-party money manager options.

Mark Clardy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, JCW Recruiting, and the Reinsurance Group of America. Outside of advising, he owns MGEW Investments LLC, a real estate rental business managed by a third party. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and additional financial services beyond traditional advisory offerings.

Jennifer Barbey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she owns and manages several business ventures including Barbey Wealth Management and Strategic Wealth Management, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Dana Chatman is a CFP® certificant with 17 years of industry experience, currently practicing at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2006. Outside of her advisory work, she creates custom t-shirt designs for friends and family through a small personal venture called Designs by DC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Szweda is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, TD Ameritrade, Amazon, and the St. Louis Cardinals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using proprietary research and quantitative methods. The firm is registered with the CFTC as a commodity pool operator and formally advises multiple registered investment companies.

Brandi Aspden is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2025, she spent 13 years at TIAA-CREF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and solutions supported by a large nationwide network of advisors and branch offices.

Margaret Paspalas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Bradley Orr is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He is currently with Edward Jones in West Palm Beach, FL, joining the firm in 2025 after roles at Truist Investment Services and other firms. His background includes experience in both investment services and health-related businesses. 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 approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Kadlec is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations. He has 30 years of industry experience, including 23 years with Edward Jones. 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 network of financial advisors and branch offices nationwide.

Sason Jadali is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diode Dynamics for two years. Outside of advisory work, Jadali is a partner in a rental property business where he is involved in tenant communications and property maintenance. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services supported by a nationwide network of advisors and branch offices.

Gerald Plowman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Moneta Group Investment Advisors LLC, Deloitte, and Plante Moran, as well as time at the University of Missouri. 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 and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Stasha Heine is a financial advisor with Edward Jones in Saint Louis, 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, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Rybacki is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Gregory Fleissner is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Lewis and Clark Capital and Stifel, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.