Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Richard Basler is a financial advisor at Raymond James Financial with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services, Inc. since 1976. Basler is involved with the Ursuline Provincialate as a member of its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory and SIMPLE IRA consulting services.

Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

William Welborn is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Yen Schicke is a CFP® and holds a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2015, based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Eaton Gowan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Oberweis Dairy and Lowe’s, and has experience associated with Bradley University and local community organizations including Webster Groves Ice Arena and Webster Groves High School. 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 nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.

Mark Bates is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Saint James Winery, Disaronno International, and Sazerac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Thomas Duchild is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. His prior roles include positions at Robert Half, Stifel Nicolaus & Co, and Commerce Bancshares Inc. 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 nationwide network of financial advisors and branch offices.

Thomas Visintine is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the DeNovo Advisory Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

Angela Link is a CFP® and CFA® credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 12 years of industry experience. She is also involved with AMF Clayton LLC, a commercial property ownership business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Janot Bezerra Netto is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Raintree Wealth Management, ATB Financial, and TD Canada Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Philip Toben is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wells Fargo Clearing for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Eaton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones from 2016 to 2018 and again since 2021, with a three-year tenure at Wells Fargo Clearing Services LLC in between. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Sellmeyer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior roles include work with Accelerate Education and ongoing involvement with Chesterfield Presbyterian Church and Westminster Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Malcolm Keegan is a Series 66 licensed financial advisor with Edward Jones in Ofallon, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a partner in a real estate investment LLC that he opened with his wife to manage rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed account strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Qilun Zhou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Zhou served in the United States Navy for seven years and worked at the University of Rochester for two years. 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 nationwide network of financial advisors and branch offices.

Jeffrey Windau is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in St. Louis, MO, he holds a Series 63 license. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Wright Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Clearing from 2003 to 2020 and a period as an individual consultant before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.