Karen Rother is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Robert Ponciroli is a financial advisor with LPL Financial in Ellisville, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Cuna Mutual Group, Eagle Strategies (NY Life), and Equitable Advisors. He is also involved with Investment Services at First Community, serving as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant retirement advice, and institutional platforms, utilizing a broad range of investment strategies and operational tools.

Timothy Melly is a financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. 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 advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. 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 investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third‑party asset managers.

Mark Webster is a CFA® charterholder with 11 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Moneta Group Investment Advisors and Stifel Nicolaus & Co. Inc. He also has experience at Southern Illinois University. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Schonhoff is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was affiliated with several educational institutions including Christian Brothers College High School, Incarnate Word Academy, and St. Louis University High School. 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 investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branch offices.

Matthew Roth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1995. 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.

Katie Stephan is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Kenyon Hails is a financial advisor with Edward Jones in Wildwood, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Kohl’s Department Stores for 18 years. He owns and manages farmland and a vacation rental condo with limited day-to-day involvement. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and offices.

Eugene Stumpf is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of advisory work, he is involved in real estate land leases, including ownership interests in properties leased to a car wash and a restaurant. 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 network of financial advisors and branch offices nationwide.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, and Scottrade. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Melissa Humphrey is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Contemporary Productions LLC and Harris-Stowe State University. Humphrey is a member of Alpha Kappa Alpha Sorority, Incorporated, serving on its budget and finance committee, and owns The Cleaner Source, a home cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Kimberlie Mcclelland is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. 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 large network of over 23,700 financial advisors nationwide.

Robert Steiner is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Steiner serves on the Executive Advisory Board at Saint Louis University and is a member of the Board of Directors for Lafayette Industries. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Shane Bengtson is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has 24 years of industry experience. His career includes multiple roles at Charles Schwab from 2006 to 2015 and again since 2022, as well as positions at TD Ameritrade, DeVoe & Company, The Retirement Planning Group, and Avantax Planning Partners. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with periodic reviews and due diligence on alternative investments.

Ivan Abernathy is a financial advisor at Edward Jones with 24 years of industry experience. He holds a 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Yeaton is a financial advisor with LPL Financial in Des Peres, MO, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life. Outside of advisory work, Yeaton is involved in a musical group that creates and produces original content for profit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a large network of over 22,800 advisors.

Shantia Coley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years at Edward Jones and a total of eight years in the industry. Her prior experience includes roles at Wells Fargo Bank NA, National Litigation Law Group, and Hedrick Gardner Kincheloe & Garofalo. She is also the founder of a diversity and wellness workshop business serving nonprofits, schools, and other organizations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.