Elijah James is a financial advisor with Ameriprise in Columbia, IL, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2022 and has prior experience at Missouri State University and Columbia School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with detailed planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. 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 is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeramy Dyle is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Katie Johnson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and other organizations across various sectors. 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 a range of clients including individuals, high-net-worth clients, and institutions.

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Dean Hunt is a financial advisor with Edward Jones in Festus, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he and his wife are owners of a rental property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diversified strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Jennifer Hunt is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she co-owns a rental property through an LLC formed with her husband. 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 national network of advisors and branch offices.

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 and investment strategies through a nationwide network of advisors and branch offices.

Brian Guebert is a financial advisor with Edward Jones in Red Bud, Illinois, holding Series 63 and Series 66 designations and having 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. 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.

Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kyle Gowen is a CFP® professional with 11 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He holds a Series 66 license and is based in Festus, Missouri. Stifel serves a diverse client base including individual investors, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance intended to support client decision-making.

Eric Oppelz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Commerce Brokerage Services, FIFTH THIRD SECURITIES, PNC Wealth Management, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a wide range of services including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies supported by technology tools.

David Hovis is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Hovis has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and he also operates Hovis & Associates, where he serves as president. Outside of his advisory role, he is a board member of several local organizations, including the Jefferson County Growth Association, First State Community Bank, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Jacquelyn Pleimann Hern is a financial advisor with Stifel based in Waterloo, IL, holding a Series 66 credential and seven years of industry experience. She has been with Stifel for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.