Joshua Steele is a financial advisor with Edward Jones in Saint Peters, MO, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. 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.

Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christina Noble is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at Aerotech and Chesterfield Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions and manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Casey Whalley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2003. Whalley also serves as a FINRA non-public arbitrator, participating in dispute resolution processes. 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 over $1 trillion in assets through a nationwide network of approximately 23,701 financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Lodes is a financial advisor with LPL Financial in Des Peres, Missouri, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been associated with LPL Financial since 2012 and Cornerstone Wealth Management, LLC since 2013. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across diverse investment approaches.

Joseph Behl is a CFA® charterholder and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001 and previously worked at Morgan Stanley Dean Witter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Brady Westphal is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1992 and holds Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as ongoing annual relationships that focus on clients’ goals using firm-approved analytical tools.

George Ballard is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Inc., Scottrade, Inc., and Total Quality Logistics. Outside of his advisory work, he sells sports trading cards on eBay. 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 offers a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

John Kriegshauser is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Investment Consultant, Workplace Financial Consultant, and Director, Retirement Planner. In his current role, he focuses on creating clear, actionable, and personalized financial plans to help clients pursue their significant life aspirations. John holds an Arkansas Insurance License and brings extensive experience in retirement planning and investment consulting. His approach emphasizes educating and empowering clients to efficiently manage their financial resources. Outside of his professional work, John engages in family activities and enjoys outdoor pursuits such as golf, hiking, skiing, and traveling.

Jacob Herget is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2018 and focuses on helping individuals and families make confident financial decisions through personalized planning and trusted relationships. He holds bachelor's degrees in Finance and Marketing from Saint Louis University. Jacob's expertise includes employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Born and raised in St. Louis, Jacob values building lasting relationships with his clients and delivering meaningful value in every interaction. Outside of work, he enjoys spending time with his family and friends, participating in various sports such as baseball, basketball, football, golfing, pickleball, and running, as well as cooking, traveling, and volunteering in the community.

Jill Jacoby is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she has been involved with the St. Louis Art Museum since 2015. 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, supported by a large nationwide network of financial advisors and branch offices.

Kyle Corley is an Investment Consultant currently working at Fidelity Investments. He partners with clients to help them achieve their financial goals by implementing personalized planning strategies. His approach involves building trust and understanding to create plans tailored to individual needs and continuously monitoring them as circumstances change. Kyle has experience in various roles at Fidelity Investments, including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative in 2024. Prior to joining Fidelity, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional work, Kyle has personal interests in board games, cars, fitness, and football.

Brett Wolf is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2015 and previously worked at the University of Missouri-St. Louis. Outside of his advisory role, he is associated with Cure8 Ventures, a health and wellness venture capital firm in St. Louis. 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 operates a nationwide network of more than 23,700 financial advisors.

Elizabeth Rugg is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, she worked at The Horseman Group and National Planning Corporation. Outside of her advisory work, Ms. Rugg is involved in community service through membership in the Kiwanis Club and teaches occasional yoga classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm has a large nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Mark Johnson is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a director and secretary for MBL Enterprises, a distributor of framing supplies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Katherine Gough is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Raymond James since 2007. Outside of her advisory role, she serves on the finance and investment committee of Immacolata Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Maureen Flanagan is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Edward Jones and Waddell & Reed, Inc. Flanagan has also served on the Women & Leadership Advisory Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by advanced operational and research tools.

Glenn Elmblad is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Raymond James Financial Services, Inc. from 1999 to 2021 before joining Raymond James & Associates in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.