Paul Kjar is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Derek Kendall is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in Saint Louis, MO, Kendall operates within a large institutional firm known for its comprehensive wealth management services. Edward Jones serves over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Nicole Bascombe is a financial advisor at Edward Jones with 18 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones. Bascombe holds Series 63 and Series 65 licenses. 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 managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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, with a nationwide network of more than 23,700 financial advisors.

Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Michael Moeller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Moeller is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services such as business-owner transition and special-needs planning, delivered through a network of financial advisors using Wells Fargo research and planning tools.

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a financial institution service organization affiliated with Vantage Credit Union. Additionally, he holds senior leadership roles at Vantage Credit Union, including Chief Growth & Revenue Officer and President of CUSO Operations. 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 wide range of financial planning, model portfolios, third-party asset management, and institutional advisory platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.

Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.

Timothy Reeves is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 66 designations. 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 provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, U.S. Bancorp Investments, and Signator Investors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Robert Myers is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Sheila Van Essen is a financial advisor at Edward Jones in St. Louis, Missouri, with eight years of industry experience and a Series 66 designation. She worked at Ernst and Young for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory and investment strategies under a fiduciary standard.

Michael Zangrilli is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he operates an online used book business and works part-time as a food delivery driver. 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 23,000 advisors. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. Yin has worked with Wells Fargo Clearing and its related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Dustin Ward is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. He is also a managing partner and insurance agent at two St. Louis-based LLCs that sell fixed annuities and various insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm combines brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Deepa Chandran is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. 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 large network of financial advisors and branch offices nationwide.

Hannah Knott is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with Tacos y Tequila and Lavelle's Bistro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a broad national network of financial advisors and branch offices.