David Wilson is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. In addition to his advisory role, he has a background in mortgage services through Premier Capital Mortgage, where he has been active since 2005. 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 offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Schriner is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Merrill in 2021. Merrill, along 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.

Tracy Willis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in St. Louis, MO, Willis is involved with the Givens Elementary School PTO as co-treasurer, assisting with financial reporting and account tracking. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Adriana Krenos is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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, operating under a fiduciary standard.

Michael Hughes is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment options including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Gregory Strautmann is a CFP® professional with 17 years of industry experience, currently with Edward Jones since 2008. He is based in St. Louis, MO, and holds a Series 66 license. 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 and operates a nationwide network of over 23,700 financial advisors.

Derek Steele is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 17 years of industry experience and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Weber 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 2005. 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 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.

Ian Zorumski is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at AeroTek from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 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.

Evan Cahn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016 and previously worked at Blue Cross Blue Shield of Illinois. Outside of his advisory role, he is a published children's book author. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jacqueline Frick Hulsey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 13 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 advisors.

Zikomo Simmons is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at S&P Global. Simmons is a partner in two real estate limited partnerships, Portrait Investor, LLC and Farmtogether Shumaker, LLC. 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 23,700 financial advisors.

Allyson Putz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, and operates under a fiduciary standard.

Kristen Shafer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been associated with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and maintains an extensive network of financial advisors and branch offices.

Michelle Stokes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2000. 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, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Jeremy Tharp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Jeremy umpires baseball and softball games for various associations and is employed as an umpire at the Saint Peters Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Susan Wintermute is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2019. Prior to joining Merrill, she spent 15 years at Granite Transformations of St. Louis. Outside of her advisory role, she serves as co-trustee of The I.E. and V.R.K Better Living Trust in Wildwood, Missouri. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jeffrey Greminger is a CFP®-designated financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2000, totaling 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cool Dell Swim and Tennis Club in Manchester, 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 and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Bukhshtaber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edible Arrangements, Sprint, Multiply, Lyft, and All American Appliance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a broad range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Taylor is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He is based in Maryland Heights, MO. Outside of his advisory role, Taylor serves as Cub Master for Cub Scout Pack 103 in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.