Cody Herring is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial and Busey Investment Services. Outside of finance, he has experience working in the restaurant industry at Applebees Bar & Grill and J.J. Thermos Bar & Grill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jermaine Tart is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Paige Gonzalez is a financial advisor with LPL Financial in Florissant, MO, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, she worked for nine years at Edward Jones. She is also involved with retirestrong planners, providing tax preparation and accounting services on a part-time basis. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad network of investment adviser representatives.

William Vanronzelen is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities prior to joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, and clients have flexibility in implementing these through various brokerage and advisory programs.

Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Edward Hansen is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets and A.G. Edwards & Sons. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. 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 investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.

Timothy Epps is a CFP® professional based in Alton, IL, affiliated with Edward Jones. He has 21 years of industry experience, all with Edward Jones since 2005, and holds Series 63 and Series 66 licenses. 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 programs, separately managed accounts, and affiliated mutual funds.

Robert Diaz is a CFP® with 16 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 11 years. Diaz is the owner of Confluence Wealth Management, a support company based in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through its unique affiliations.

Colten Steiner is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Edward Jones since 2001. Outside of his advisory role, he manages a rental LLC in Godfrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bradley Meyer is a financial advisor at Edward Jones with Series 66 and Series 63 registrations and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Meyer is involved in managing several family trusts and recreational properties in Missouri and Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Kevin Gaylord is a financial advisor with Charles Schwab in Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Scottrade, Inc., TD Ameritrade, Inc., and various Charles Schwab entities since 2004. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and operational integration.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Gary Meyer is a financial advisor with Edward Jones in Florissant, MO, holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Meyer is a silent partner and owner in Henke's Restaurant/Tavern in Florissant. 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 and services, operates under a fiduciary standard, and is notable for its extensive advisor and branch network along with affiliated capabilities beyond advisory services.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.