John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.

Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national network of financial advisors and branch offices.

Ethan Albers is a financial advisor at LPL Financial with four years of industry experience. He has previously worked at Wintrust Investments LLC and First County Bank. Outside of his advisory role, he is a business owner of We Bussin, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Andrew Reinitz is a Financial Advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his advisory work, he serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lori Mackaben is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She worked for Commerce Brokerage Services, Inc. for 24 years prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. 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 approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.

Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.

Jenna Dawson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013 and also has experience with Michael Kors. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

John Laaker is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 nationwide network of approximately 23,701 advisors.

Daniel Valle is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 66 credentials. He has 26 years of industry experience, all with Edward Jones since 1997. 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, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national presence with approximately 23,701 advisors and 15,121 branch offices.

Alona Shain is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Edward Jones and RGA through various professional employment groups. 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 nationwide network of financial advisors and branch offices.

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.

Alex Switzer is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones since 2019, with prior roles including work at TD Ameritrade and Southern Illinois University Edwardsville. 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.

Brian Pilon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones and Missouri State University, along with experience in the food service and pool management sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of financial advisors and branch offices.

Troy Bergeron is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in St. Louis, MO. His previous roles include positions at American Century Investment Services Inc and Scottrade Inc. Outside of finance, he is the owner and president of a franchise specializing in industrial packaging. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

Duane Kliethermes is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation with 10 years of industry experience. Before joining Edward Jones in 2019, he worked at Boeing for seven years. He has participated occasionally as a focus group participant for marketing research. Edward Jones is a 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Reed is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and 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 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.