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 at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining Edward Jones in 2022. Based in St. Louis, MO, he provides wealth management services through Edward Jones. 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 programs and investment strategies, supporting approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

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 at Cetera with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Equitable Advisors and AXA Advisors. He also owns Greg Kimack LLC, an expense management business established for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

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.

Derek Dolitsky is a financial advisor with Commonwealth Financial Network in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at D&B Strategic Wealth and SYNC National Logistics LLC. Outside of his advisory work, he has provided driving services for Lyft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in implementing portfolios through both internal and external management options.

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.

Joseph Barnowski is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caspar Unterreiner is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at OSAIC since 1995 and also operates Financial Legacy Associates, where he analyzes, recommends, and sells life and health insurance. Caspar’s career includes over four decades at Security Research Associates beginning in 1981. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various portfolio management options and operates through a broad affiliate network that supports both brokerage and advisory services.

Gary Kwawer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in photography, serving as a director for MOOLAH Shrine Photostaff and operating GNK Photography LLC, a fine art photography business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Lon Broske is a CFP® professional with 33 years of industry experience, currently serving at Osaic Wealth since 2021. He previously worked at Pines Wealth Management, LLC for 18 years and has been associated with Royal Alliance Associates, Inc. for 27 years. In addition to his advisory work, he is involved in selling term life and long-term care insurance through his sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform.