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.

Amy Haywood is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at the National Geospatial Intelligence Agency and the Missouri Attorney General's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Porter III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Douglas Vernon is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to his current role, he spent 15 years at Wildwood Christian Church and periodically preaches for local churches. He also serves as a board member for the West St. Louis County Chamber of Commerce, contributing to planning activities and growth strategies for local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses covering a wide range of planning topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Ryan Lavene is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2016, following a brief tenure at Thiel Financial LLC. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Timothy Graham is a CFP® with 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor network and affiliated capabilities beyond traditional advisory services.

Benjamin Zaegel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Kyle Williams is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has a background in tax compliance and consulting as a Senior Tax Manager at CEC Financial Group PC and serves as treasurer for the North American Die Casting Association, Chapter 17. Additionally, he volunteers as a wrestling coach for youth programs in Missouri and Illinois. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Abigail Gayfield is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions in the retail and service sectors, including at Hoppers Pub, Rover, Walgreens, Qdoba Burrito Concepts, and McDonald's/Christian Foods. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Julia Crean is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she was affiliated with the University of Chicago and the University of Notre Dame in various capacities. 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 investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Nicole Morgan is a financial advisor at Edward Jones in Tempe, AZ, with three years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Pagano is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as the Executive Director and Director of Acting for the Gateway Center for Performing Arts, a performing arts studio and school. 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 nationwide network of more than 23,700 financial advisors.

Michelle Stewart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and manages rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering various advisory programs and affiliated investment products under a fiduciary standard.

Isaac Taylor is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America and Discover. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Mueller is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Kevin Miller is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones for ten years. Outside of his advisory role, he co-owns a business that wholesales identification tags and occasionally assists with its accounting. 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 nationwide network of advisors and branch offices.

Nicholas Lampi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is also involved in event coordination through his role as secretary of Eventive Meetings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sarah Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2016, she worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is a partner in FACT Group II LP, a company that owns investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network as well as municipal and public-finance work.

Brian Rapoport is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.