Jennifer Otte is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Vivian Van Bogaert is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked for eight years at the Office of the Jefferson County Attorney. She is based in St. Louis, MO. 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 discretionary and non-discretionary investment strategies and affiliated services.

Stephen Werkmeister is a CFP® and Series 66-registered advisor with Edward Jones, based in St. Louis, MO, with 15 years of industry experience. His career includes prior roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Schreiner is a CFA® charterholder and holds a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large network of advisors and branch offices nationwide.

Linda Bannister is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 63 designations with 28 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory role, she is a part owner and secretary of a contracting company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mabry is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and nonprofit entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Heck is a financial advisor at Equitable Advisors with 19 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, Heck serves on the board of directors for The St. Patrick Center and holds a leadership position in the Sacred Heart Valley Park Mens Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Ronald Yeaton is a financial advisor with LPL Financial in Des Peres, Missouri, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Oneamerica Securities, American United Life, and New England Securities. Yeaton is involved with multiple business entities related to investment services and insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Brea Tabernik is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 16 years of industry experience. Prior to joining Edward Jones in 2019, she worked at Wells Fargo Clearing for three years and Stifel for one year. She serves on the Municipal Securities Rulemaking Board (MSRB) Advisory Council Committee, providing feedback on 529 savings plans and ABLE programs. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kyle Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2021 and has experience working at Epic Systems and Boeing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.

Nancy Eisenmayer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following prior roles at TD Ameritrade, Missouri State University, and DataServ. Based in St. Louis, MO, she serves clients through Edward Jones, a full-service wealth management firm that advises over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Gregory Angelino is a CFP®-designated financial advisor with Edward Jones in Saint Louis, MO, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kean University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and over 15,000 branches.

Joshua Anderson is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones in St. Louis, MO, for 10 years. 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 financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Joshua Cassell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Express Employment Professionals and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors.

Joshua Worthington is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent eight years at Foley & Mansfield, PLLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory strategies under a fiduciary standard.

Marcello Pesce is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Citibank, and Northwestern Mutual. Outside of finance, he has experience working with the Viva Brasil Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Rami Awawda is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade and has experience in various other roles including university employment and business ventures. He is also a co-owner and managing member of a vending machine business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides 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.

Amanda Fitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Morgan Stanley, Wealthfront Brokerage, Robinhood Financial, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Virginia Gruber is a financial advisor with Edward Jones in Maryland Heights, MO, holding the Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is associated with CVR Supply & Trading LLC, which involves royalty interests. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of advisory services and investment solutions supported by a nationwide network of more than 23,700 advisors.