Stasha Heine is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Rybacki is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Gregory Fleissner is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Lewis and Clark Capital and Stifel, among other positions. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Sutterfield is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Her prior work includes nine years at Crum & Forster Insurance and fourteen years at J&J Sutterfield LLC. She also has outside employment with Jackson Hewitt. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation with access to third-party asset managers and offers financial planning, brokerage, and insurance products through affiliated entities.

Monica Nix is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 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, offering a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary managed strategies along with affiliated mutual funds and securities-based lending options.

Richard Frierdich III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 15 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brian Watkins is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of finance, Watkins is a recording artist and songwriter, publishing music on streaming platforms such as Spotify and Apple Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling tools.

Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Hayes is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Edward Jones from 2016 to 2024 and currently serves at LPL Financial and Central Bank. Hayes holds a managerial role at Central Trust Bank in Des Peres, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. 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 range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Rotter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes roles at INVEST Financial Corp, Central Trust Bank, U.S. Bancorp Investments, and Commerce Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational tools but with investment decisions made by advisors.

Zachary Tarter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 2015. 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 and operates a nationwide network of financial advisors and branch offices.

Steven Low is a financial advisor with Edward Jones in Dallas, TX, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has five years of industry experience, including roles at PlainsCapital Bank and Wells Fargo NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Reichert III is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He has been with Edward Jones for 20 years and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as Board Chair and Consultant/Advisor for the Endangered Wolf Center and works as a part-time arbitrator for FINRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Andrea Bryant is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she sells fragranced wax and warmers through Scentsy on a consulting basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large retail advisor and branch network, along with affiliated investment and lending services.

Deana Prewitt is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

Joseph Ridder is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He 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 and offers a range of advisory programs and investment solutions through a nationwide network of approximately 23,701 advisors.

Todd Turpin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has held positions at multiple firms including Fifth Third Securities, Success Mortgage Partners, and Regions Bank prior to his current role. Based in St. Louis, MO, Turpin returned to Edward Jones in 2025 after an earlier tenure from 2023 to 2025. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Deborah Katich is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, Missouri. She has 11 years of industry experience 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.