Troy Groat is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Margarita Gonzalez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Scottrade, Inc. from 2005 to 2021 and has been with Charles Schwab since 2021. Outside of her advisory role, she serves as Vice President of Communications on the board of the Geggie Elementary PTO in Eureka, Missouri. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning and managed-account services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and an integrated operational structure.

Brendan Kane is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

John Roskowske is a CFP® professional with 13 years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Stifel from 2011 to 2017. He is based in St. Louis, MO. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hummel is a CFA® charterholder based in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephanie Ems is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shellie Fronick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she instructs Jazzercise fitness classes in Valley Park, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Brown is a financial advisor with Edward Jones based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2026, he held roles at CitiMortgage and Cenlar FSB. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Trainer is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he is involved with the St. Louis Symphony and the Bach Society of St. Louis. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taylor Thomison is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. He holds the Series 66 designation and has previously worked at John Hancock Investment Management Distributors LLC and Bank of America/Merrill Lynch. 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 financial advisors and branch offices.

Brenna Race is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of finance, she serves as a certified therapeutic riding instructor, designing and teaching equine-assisted therapy classes for students with diverse needs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and extensive operational integration.

Christopher Barnhart is a CFP® professional with four years of industry experience. He currently works at Charles Schwab and previously held roles at TD Ameritrade, Chick-fil-A, First Watch Restaurant Group, and Southport Marketing. Outside of his financial career, he performs various small task work through Amazon Mechanical Turk. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Debojit Nayak is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Cornell University from 2015 to 2017. He is based in St. Louis, 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katherine Mooney is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing, each for five years, before joining Edward Jones in 2021. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Karen Mariani is a financial advisor with Ameriprise in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Ameriprise and its affiliate since 2008. Outside of her advisory role, she serves on the Board of Directors and Church Council for Parkway United Church of Christ in St. Louis. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Hillary Clemens is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Clemens teaches seminars for parents through the Anasazi Foundation, a nonprofit focused on wilderness therapy, and paints and sells hand-painted greeting cards under The Clementine Press. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

David Domian is a financial advisor with LPL Financial in Chesterfield, MO, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kara Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she is the owner and president of Bishop & Associates, LLC, a plumbing and mechanical repair business in Eureka, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions. The firm operates an extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Donald Beckerle is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. He participates in an investment club with monthly meetings to discuss the stock market and manages a financial services LLC that sells fixed insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple investment platforms, including third-party managed solutions.

Erin Fuehrmeyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. 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 network of financial advisors and branch offices nationwide.