Charles Smart is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and 17 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, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated investment and trust services.

Vincent Penna is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he works as a staff bookkeeper for an accounting services firm. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large advisor network and additional services such as a trust company and securities-based lending.

Christopher Alexander is a financial advisor at LPL Enterprise with 25 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of advisory work, he is employed as a table games manager at Argosy Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily offers model-driven investment solutions and access to third-party asset managers, along with affiliated insurance and trust services.

Stephen Scott is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has been with Cetera since 2008 and maintains ownership roles in multiple tax and accounting firms, including Scott, Scott and Co CPA. Outside of his professional work, he serves on the board of the Manchester Athletic Association and holds several treasurer positions in local sports and homeowners associations. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management services and investment strategies, supported by a large network of advisors and over $256 billion in assets under management.

Sarah Heininger is a financial advisor with Raymond James Financial in Saint Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she has a decade-long involvement with G & D Pizzeria. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains a notable affiliation with a municipal advisor.

Frank Leone is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2011 to 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kelly Cummins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Cummins held positions at Epiq, Soma Intimates, and St. Louis University, including the School of Law. 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 over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Gregory Kimack is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Cetera, he worked at Equitable Advisors and AXA Advisors and spent 28 years with Mastercard. He also operates Greg Kimack LLC, an expense management business established for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm offers diverse investment program options including model portfolios, third-party manager selections, and customized strategies.

Daniel Kapeller is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he held various roles including positions in catering and food service at Delaware North Sportservice. Outside of financial advising, he has worked in event catering at Busch Stadium. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Alan Herzog 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 2013. Outside of his advisory role, he manages a family business, Kelsey Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Ellen Schmidt is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008 in their St. Louis, MO office. Edward Jones is a full-service 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jamie Lages is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Jamie worked at Target and the Meramec Valley School District R-3. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kate Kottmann is a CFP® and holds a Series 66 designation with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Joan Winkelmann is a financial advisor with Edward Jones in Swansea, IL, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as an adjunct professor teaching MBA courses at McKendree University. Edward Jones is a full-service 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 programs and maintains a large network of financial advisors and branches across the country.

Caspar Unterreiner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at OSAIC since 1995, as well as Financial Legacy Associates, LLC since 1998. In addition to his advisory work, he operates a sole proprietorship focused on analyzing, recommending, and selling life and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Lon Broske is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Osaic since 2021. He previously worked at Pines Wealth Management for 18 years and Royal Alliance Associates for 27 years. Outside of his advisory work, he owns a sole proprietorship through which he sells term life insurance and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.