Mary Mueller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory work, she has been involved as a part-time e-commerce shopper for Whole Foods Market. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and has over $1 trillion in assets under management.

Candace Weber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of advisors and branch offices.

Brandon Jimenez is a CFP® with six years of industry experience, currently advising at Edward Jones in St. Louis, MO. He previously worked at Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. His background also includes a period at Palm Beach State College. 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 managed under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated services beyond traditional advisory offerings.

Joseph Monteleone is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 26 years of industry experience. He previously worked at Scottrade, Inc. for 22 years and TD Ameritrade for one year. Outside of finance, he owns Monte & The Machine, a music project through which he records, releases, and performs original music. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Alan Lintker is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked at Td Ameritrade, Scottrade, and Charles Schwab Bank. Outside of finance, he was involved in a catering business for 17 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Daniel Manson is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFA® designation and Series 66 license. Prior to joining Edward Jones, he gained experience at Intel Corp and Third Bridge Group LTD, as well as in academic roles at Arizona State University and Swarthmore College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and provides a range of advisory programs and investment options under a fiduciary standard.

Eric Reinhard is a CFP® and holds a Series 66 designation. He has seven years of experience at Edward Jones and previously worked for six years with the State of Missouri in the Circuit Court for St. Louis County. He is based in St. Louis, MO. 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, and operates under a fiduciary standard.

Steven King is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Kevin Grib 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 2011. 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.

Kyle Sanders is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2008. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and securities-based lending options.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. 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 more than 23,700 financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelly Henry is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2018, Henry worked at Monsanto and Rose International. 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 programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sloane Marshall is a CFA® charterholder and Series 63 licensee with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Stifel Financial, River City Casino, LLC, Pedestal Foods, and Lindenwood University. 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 network of advisors and branch offices across the country.

Marissa Stegmann is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at ADP, Siemens, Cintas, and Enterprise Rent-A-Car. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations tailored to clients’ needs.

Christopher Moore is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and CFA® designations and Series 63 registration. He has 14 years of industry experience, including roles at The Vanguard Group and Mercer. Outside of his advisory work, he provides habilitation support through American Focus Care for his son under a program of the Arizona Department of Developmental Disabilities. 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 broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors.

Cynthia Berry is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Kevin Miller is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is an author who has written a book that is planned for either movie rights sale or eBook publication on Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Global Investment Committee’s research to assist clients.

Brian Schmuke is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent for individual life and group life/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven tools to support annual, collaborative planning engagements and provides specialized offerings such as divorce planning and employer-sponsored programs.

Lauren Kohn is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various customer service and hospitality positions, including at Katies Pizza and Pasta and Olive Garden. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic automation to support its centralized retirement-income consulting team.

Noah Luebbehusen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, UBS Financial Services, and teaching roles at Wabash College and Jasper High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its offerings, operating at a large scale with more than 14,000 financial advisors.