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.

David Martinez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2025, he worked at Charles Schwab for five years and USAA for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Matthew Mason is a CFA® charterholder with 20 years of industry experience. He has been with Edward Jones since 2012. Based in St. Louis, MO, Mason holds Series 63, 65, and 66 licenses. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Eric Berry is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at Scottrade before joining Edward Jones in 2018. Outside of his advisory role, he coaches basketball at Marquette High School in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kelly Camp is a financial advisor at Edward Jones in St. Louis, MO, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 through a large nationwide network of financial advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Jonathan Clements is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Shannon King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, King worked at several law firms and legal organizations, including Lashly & Baer, L.P., Roberts Perryman, Brown and James, and the United States District Court for the Eastern District of Missouri. 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 managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Timothy Baldes is a CFA® charterholder and holds a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008 in St. Louis, MO. Outside of his advisory role, he serves on the Mercy Health Foundation board and is involved with the Regional Business Council of Social Venture Partners in St. Louis, where he sits on the grant committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Chandler Bonta is a Series 66–licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2022, he worked at Freeburg Care Center and UMSL Recreation and Wellness Center. He has held various roles outside finance, including positions in daycare and restaurant settings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

David Gantt is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gantt is involved in consulting on strategic sales and product management processes through Striker Management Group and serves as an adjunct professor at Westminster College and Maryville University. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory services.

Russell Bacon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and previously at Pacific West Securities, Inc. since 2006. Outside of his advisory role, he serves as a board member for Money Smarts School of Finance for Children, a nonprofit organization focused on financial education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with assets exceeding $256 billion under management.

Erin Haberkorn is a financial advisor at Ameriprise in Saint Louis, MO, holding Series 65 and Series 66 licenses with 24 years of industry experience. She has been with Ameriprise and its affiliates since 2001. Outside of her advisory role, she is involved in a business partnership named Crestwood Partnership. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. It offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Daniel Green is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Richmond Heights, MO. He has 19 years of industry experience, including 17 years with Edward Jones since 2009. Outside of his advisory work, he was previously a partner in a dormant record label business, Good Die Young Records LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates with a nationwide network of over 23,700 financial advisors.