Kelly Henry is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2018, Henry worked at Monsanto and Rose International. 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 investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

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.

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.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.

Stacy Richmond is a CFP® and holds a Series 66 license, with 15 years of experience at Edward Jones in Belleville, IL. She has worked exclusively with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

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 33 years of industry experience. He is also involved with Chamois Grain LLC, a farm operation in Chamois, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices across the United States.

Jamie Hogan is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Raymond James and its affiliated entities since 2015 and founded Hogan Financial Group LLC in 2020. Hogan is also the owner of TrackMyGiving, a business focused outside the investment industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of individual, institutional, and corporate clients. The firm provides non-discretionary, tailored advice using risk profiling and analytical modeling, and supports various advisory programs and institutional consulting across a large network.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. 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 under management and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

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 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo-affiliated firms since 2009. In addition to his advisor role, Michel has ownership stakes in two investment-related ventures, Great Lakes Asset Management, LLC and Michel Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large registered investment adviser and broker-dealer that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu using proprietary research and tools, delivering tailored recommendations that clients may implement through brokerage or advisory programs.

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.