Misty Taylor is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 16 years of industry experience and has been with Edward Jones since 2006. 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, offering a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds.

Alison Carnie is a CFP® professional with seven years of experience, currently serving at Edward Jones in St. Louis, MO. She has worked with Edward Jones and its Trust Company since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard.

Tameika Thomas is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She supports families, women, small business owners, entrepreneurs, and retirees by providing personalized financial guidance that focuses on education, empowerment, and clarity. Her approach centers on simplifying complex financial concepts to help clients make informed decisions aligned with their unique goals and values. With a background as an entrepreneur and nonprofit founder, Tameika brings a broad perspective to her advisory role. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Lamar University, an Associate's Degree from Southwestern Illinois College, an MBA from Texas Southern University, and a High School Diploma from Memorial High School. Tameika is a member of the National Association of African American Insurance Agents (NAAIA). Beyond her professional work, Tameika is involved in community organizations including Avery & Aubrey's Way and The Exhale Collective. Her personal interests include basketball, reading, singing, spending time with her family, traveling, and watching movies.

Carl Brown is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at K-Force and TD Ameritrade. Outside of his advisory work, he also works as a pharmacy technician at Walgreens one weekend a month. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide advisor and branch network.

Nathan Hunt is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. 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 manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated mutual funds and tax-efficient services.

Elizabeth Rolwes is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 15 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. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Francis Ottilo is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Freedom Mortgage and Equitable Advisors, LLC, among other roles. Outside of finance, he has experience in the hospitality industry, including working at multiple restaurants and bars. 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 both discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Matthew Dignon is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Dignon worked at Now Talent, Moxie Talent Agency, LLC, and CenturyLink. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Faisal Hersi is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2014. 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 and operating under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Joshua Gettinger is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He previously worked at Bloomsdale Bank for thirteen years before joining Edward Jones in 2017. Gettinger serves as a voting member of the Ste. Genevieve R-II School Board of Education in 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 and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and offices.

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.

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.

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

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.