Sloane Marshall is a CFA® charterholder and Series 63 licensee with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Stifel Financial, River City Casino, LLC, Pedestal Foods, and Lindenwood University. 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 advisors and branch offices across the country.

Brian Donelon is a Series 66-licensed financial advisor with Edward Jones, based in Webster Groves, MO. He has 13 years of industry experience, including 14 years with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Moore is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and CFA® designations and Series 63 registration. He has 14 years of industry experience, including roles at The Vanguard Group and Mercer. Outside of his advisory work, he provides habilitation support through American Focus Care for his son under a program of the Arizona Department of Developmental Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors.

Lauren Kohn is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various customer service and hospitality positions, including at Katies Pizza and Pasta and Olive Garden. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic automation to support its centralized retirement-income consulting team.

Joshua Wittenauer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch / Bank of America and Steffenauer & Associates, CPAs. 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 discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Katy Wortmann is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 18 years of industry experience. 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 affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Patrick Neill is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2024 and has prior work experience with the Federal Bureau of Prisons, Argosy Casino, and Kroger. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jason Clayton is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 1993, totaling 29 years of industry experience. He is involved with Chamois Grain LLC, a farming business based in Chamois, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Jamie Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Raymond James and its affiliated entities since 2015 and previously held positions at Everbank Wealth Management and Merrill. Outside of his advisory role, Hogan founded and owns TrackMyGiving, a business focused on charitable giving management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vincent Chandler is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones. He previously worked at Edward Jones Investments for 22 years. Outside of his advisory role, Chandler performs as a musician at religious services for several churches in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Timothy Michel is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. Michel owns and operates two investment-related firms, Great Lakes Asset Management, LLC and Michel Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with various financial products and referral channels.

Karen Eidelman is a CFA® charterholder and Series 63 licensed financial advisor with 16 years of industry experience. She is currently with Edward Jones and has previously worked at JPMorgan Chase, UBS Financial Services, and FDX Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Alisha Frank is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2006. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm oversees approximately $1.01 trillion in assets under management and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angel Colon is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Enterprise Holdings, Inc. and Randstat Professionals. 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 (AUM) and offers a range of advisory strategies supported by a nationwide network of more than 23,700 financial advisors.

Shaniece Smith is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Janet O'Brien is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, having nine years at Edward Jones and a total of 22 years of industry experience, including sixteen years with First Bank. 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 through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Schnyder is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2009. He has 16 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Marva Ratliff is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.