Michael Danner is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including four years prior to joining Edward Jones spent at the University of Missouri. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling developed by its Investment Strategy Group.

Joshua Wittenauer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch / Bank of America and Steffenauer & Associates, CPAs. 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 and offers a range of discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Katie Johnson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and Mercy Health. She also has experience outside finance, including employment at Main and Mill Brewing Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katy Wortmann is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Patrick Neill is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2024 and has prior work experience with the Federal Bureau of Prisons, Argosy Casino, and Kroger. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Robert Hofman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently associated with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Eric Halter is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously spent nine years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Daniel Gansler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since at least 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its services.

Karen Eidelman is a CFA® charterholder and Series 63 licensed financial advisor with 16 years of industry experience. She is currently with Edward Jones and has previously worked at JPMorgan Chase, UBS Financial Services, and FDX Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Alisha Frank is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2006. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm oversees approximately $1.01 trillion in assets under management and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Krieger is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advising role, he works as a baseball umpire for the Greater St. Louis Association of Umpires. 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 affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.