Amber Zappia is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Matthew Rimkus is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in a family business that renovates real estate properties for resale and rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary services under a fiduciary standard.

David Wickenhauser is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Argos Capital Partners, Moneta Group Investment Advisors, and Charles Schwab. Outside of his advisory work, he manages a direct real estate rental property. Edward Jones is a full-service wealth management firm serving both 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, and operates under a fiduciary standard.

Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. 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 options supported by a large nationwide network of advisors and branch offices.

Larry Toenjes is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also an independent insurance agent and serves on the St. James Catholic Church Parish Council, participating in the Finance Committee. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a large network of independent advisors and provides access to a range of investment strategies and third-party managers.

Lucas Mc Govern is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He 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 high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Robert Lessentine Jr. is a CFP®-designated financial advisor with 12 years of industry experience, currently serving clients at Edward Jones in St. Louis, MO since 2014. His credentials include the Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Duff is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicole Mc Cutcheon is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 14 years of industry experience. She has been with Edward Jones since 2011. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Fish is a financial advisor with Edward Jones in St Louis Hills, MO. He holds Series 63 and Series 65 designations and has 36 years of industry experience, including 27 years with Edward Jones. 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 range of advisory programs, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Corey Miller is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Galantowicz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He previously worked at Scottrade Inc. from 2011 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.

Natasha Thaman is a CFP® professional with six years of experience in the financial industry. She currently works at Edward Jones and has previously held roles at Apollon Wealth Management, Charleston Center for Cosmetic & Restorative Dentistry, Commerce Bank & Trust, and Buckingham Asset Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Rebecca Lammert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of experience. Her prior work includes roles at Keystone Staffing and Tech Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Scott Schwager is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds the Series 63 designation and has worked previously at Country Financial, FBL Marketing Services, FBL Financial Group, and Farmers Financial Solutions. Schwager returned to Edward Jones in 2026 after an earlier tenure from 2019 to 2020. Edward Jones serves more than four million individual and institutional clients, offering a full range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

Spencer Seher is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

James Sayler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His work history includes roles at Datatex Investment Services, K.W. Chambers & Co., and MSMF Wealth Management. In addition to his advisory work, he operates a tax and accounting business as an enrolled agent, preparing individual tax returns. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party managers.

David Gunn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.