Jenny Kappelmann is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 13 years of industry experience. She has worked at Edward Jones since 2007. 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 national network of approximately 23,701 financial advisors.

Kimberly Mc Queen is a Series 66-licensed financial advisor with Edward Jones in Saint Louis, MO, bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, she worked at Stifel Financial Corp from 2014 to 2022. Outside of finance, she founded The Natural Family, LLC, a limited liability company focused on childbirth preparation using hypnosis, and has served as secretary for Friends of Missouri Midwives, an organization related to midwifery legislation. 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 under management and offers diverse advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristi Holsinger is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Bourgeois is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 11 years of industry experience, all with Edward Jones since 2015. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Sarah Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she worked for the Meramec Valley School District for two years. Outside of her advisory work, she is starting a side business focused on creating party decor and rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Bryan O’dell is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of household types and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heidi Morris Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. 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 nationwide network of advisors and branch offices.

Jacquelyn Pleimann Hern is a financial advisor with Stifel based in Waterloo, IL, holding a Series 66 credential and seven years of industry experience. She has been with Stifel for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Elizabeth Mc Coy is a financial advisor at Edward Jones in St. Louis, MO, with 28 years of industry experience. She has held her current position at Edward Jones since 1993. She holds the Series 63 and Series 66 designations. 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 nationwide network of advisors and branch offices.

Adam Caldwell is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds the Series 66 designation and has nine years of industry experience, all with Thrivent Financial or its affiliated entities since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on various financial topics. The firm’s approach separates planning from implementation and managed-account services, maintaining periodic reviews without discretionary trading authority for the planning service.

Scott Burkhardt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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, including households, 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 investment strategies, tax-efficient services, and affiliated investment products through a large network of advisors and branch offices nationwide.

Tanya Colbert is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005, totaling 18 years of industry experience. 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 investment solutions supported by a nationwide network of more than 23,700 advisors.

John Costello Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has one year of experience at Edward Jones and previously worked at Moneta Group, TD Ameritrade, Amazon, and served in the Kentucky Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Joshua Olson is a CFA® charterholder with 17 years of industry experience. He has been with Edward Jones since 2007, based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Mark Frauenhoffer is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Investment Services LLC and State Farm Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and one year of industry experience. Before entering the financial services field, he worked for 14 years with the Illinois Department of Corrections. Outside of advising, he owns and manages multiple business ventures through Bricktown Holdings LLC, overseeing operations of a subshop, gaming lounge, laundromat, dry cleaners, and rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of investment and event-driven planning programs.

Laura Levesque is a CFA® charterholder and holds Series 66 and Series 63 licenses. She has seven years of industry experience and currently works at Edward Jones in St. Louis, MO, where she has been employed since 2025. Her prior roles include six years at Cerulli Associates and positions at Manning Personnel and Columbia Management Investment Distributors Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

John Nelke is a financial advisor with Raymond James Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and currently works with Cribbs Financial as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Pflueger is a financial advisor with Wells Fargo Advisors in Columbia, Illinois, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. Outside of his advisory role, he serves as co-executor and holds power of attorney duties for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial product offerings.

Admir Cehajic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he works as an independent contractor for a food delivery service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.