Joshua Steele is a financial advisor with Edward Jones in Saint Peters, MO, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 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, operating under a fiduciary standard.

Casey Whalley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2003. Whalley also serves as a FINRA non-public arbitrator, participating in dispute resolution processes. 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 nationwide network of approximately 23,701 financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Lodes is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with LPL Financial since 2012 and has managed Cornerstone Wealth Management, LLC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party providers.

Joseph Behl is a CFA® charterholder and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001 and previously worked at Morgan Stanley Dean Witter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Jacoby is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015, accumulating seven years of industry experience. In addition to her advisory role, she has been involved with the St. Louis Art Museum since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Brett Wolf is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2015 and previously worked at the University of Missouri-St. Louis. Outside of his advisory role, he is associated with Cure8 Ventures, a health and wellness venture capital firm in St. Louis. 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 operates a nationwide network of more than 23,700 financial advisors.

Elizabeth Rugg is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, she worked at The Horseman Group and National Planning Corporation. Outside of her advisory work, Ms. Rugg is involved in community service through membership in the Kiwanis Club and teaches occasional yoga classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm has a large nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Eric Koestner is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved in a personal real estate venture through an LLC formed to jointly purchase a property in Webster Groves, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Huelster is a financial advisor with Edward Jones in Imperial, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. 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 with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of financial advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Jennifer Poppe is a financial advisor at Charles Schwab with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Charles Bruce is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has been with Cetera and its related entities since 2013 and also works as a tax preparer at John J. Sharamitaro CPA PC. Additionally, he is an insurance agent offering fixed life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with access to affiliated and third-party money managers.

Jordan Floerke is a financial advisor with LPL Financial in Columbia, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at 1st National Bank of Waterloo and various positions while attending Missouri State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 credentials and three years of industry experience. His work history includes roles at M&K Financial Services and PFS Investments, as well as experience outside finance in the restaurant and service industries. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, supported by a network of nearly 3,700 financial advisors and managing approximately $15.5 billion in assets.

Julie Devine is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and over 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, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Browne is a financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He holds the ChFC® designation as well as Series 66, 63, and 65 licenses. Prior to joining Edward Jones as a financial advisor in 2025, he worked for the Edward Jones Trust Company for 18 years. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.

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.