Katie Kupfer is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 12 years of experience with Edward Jones and a total of 9 years in the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Coveney is a CFP® and Series 66 licensed advisor with Edward Jones, based in Maryland Heights, MO. He has five years of industry experience, including prior roles at the University of Missouri Career Center and American Eagle Outfitters. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Scott Mandrell is a Series 66 licensed financial advisor with Edward Jones, based in Godfrey, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 20 years at the School District of Clayton and since 2018 has been associated with Hazelwood School District. 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.

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Stephanie Grimm is a financial advisor with Edward Jones in St. Charles, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. 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 individuals, high-net-worth clients, and institutional investors.

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

Valerie Sorensen is a financial advisor with Ameriprise in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in essential oils education through a home-based business and assists with leadership activities in Rotary District 6060. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes customized recommendation reports and ongoing tax-aware withdrawal strategies.

Kevin Haberberger is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at Delaware North and Tower Grove Park. He is also associated with Caravus in St. Louis, 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, supported by a large network of financial advisors and branch offices nationwide.

Robert Engert Jr. is a financial advisor with Edward Jones in O’Fallon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Engert maintains an inactive real estate license in Missouri. 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, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Michael Wyatt is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner and trustee involved in managing rental property in Ellisville, MO. 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 national network of advisors and branch offices.

Jeffrey Rogers is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2002. He holds a Series 63 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 manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Burkart is a CFP® with 11 years of industry experience and is currently an advisor at Fidelity Investments in Saint Charles, MO. His prior work history includes roles at TD Ameritrade, Scottrade, Larson Financial Group, and Equitable Advisors. Burkart is also the sole proprietor of NL Trading LLC, where he monitors and executes option trades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs via systematic methodologies.

Myles Midgley is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Scott Watts is a financial advisor with Arlington Securities, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Watts has been self-employed as an independent agent since 1996 and is also an insurance agent and provides tax services through Watts Financial Group, Inc. Arlington Securities offers financial planning and investment supervisory services to individuals, trusts, estates, and business clients, primarily through a wrap fee program that integrates planning and portfolio management. The firm manages approximately $116.9 million in assets and employs a variety of investment strategies, serving both retail and high-net-worth clients.

Timothy Wingenbach is a financial advisor with Arlington Securities, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including five years at Edward Jones prior to joining Arlington Securities in 2019. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, managing approximately $116.9 million in assets. The firm employs multiple investment methods, including traditional asset allocation, rules-based models, third-party managers, and market-timing strategies, serving a mix of retail and high-net-worth clients.

Ronald Candrl is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Candrl and Company since 1984. Arlington Securities provides financial planning and ongoing investment supervisory services to individuals, trusts, estates, and business clients, utilizing a variety of investment methods including traditional asset allocation, rules-based models, third-party managers, and market-timing approaches. The firm serves both retail and high-net-worth clients through a wrap fee program that combines planning and portfolio management.