Andrew Countaway is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Countaway serves as a board member for New Life Christian School in Bridgeton, MO, advising on school life matters. 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, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Gary Wideman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2008. Wideman participates in community activities, serving on a golf committee that organizes an annual tournament to support the DARE program through the Richmond Heights Police Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Robert Mac Donald is a CFP®-certified financial advisor with Ameriprise Financial Services, Inc., where he has worked since 2005. He has 36 years of industry experience and holds a Series 63 license. Outside of his advisory work, he is involved in music production through ownership of RSM Records LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations in partnership with its financial advisors.

Deborah Rademeyer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edwin Horn III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at MedImpact, TruVeris, Express Scripts, and National Planning Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Rebecca Head is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. She has been 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Foster is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at The Vanguard Group for two years and has a diverse background including roles at LHH, StormWind Studios, Fox Restaurant Concepts, and Naked BBQ. 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 strategies supported by a large nationwide network of advisors and branch offices.

Elizabeth Hailand is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with additional experience at Olin Business School, Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Anna Schiermann is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Katherine McCarthy is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to her current role, she was employed at Meri Meri Inc and King of Pops. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Paul Carothers is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in small-scale property management and maintenance through ownership interests in local real estate and a dock association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Tracy Coble is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight 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, offering various advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

David Safarian is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

James Merenda Jr. is a CFP® and holds a Series 66 license, working with Edward Jones in St. Louis, MO. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Erin Marshall is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. 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 operates with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Erica Hong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 14 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Campo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 20 years before joining MassMutual in 2016. Campo is also active as an insurance agent in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Valquennette Taylor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she owns an event planning business named Subtle Changes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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, supported by a large network of advisors and branch offices nationwide.

Catherine Dalton is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She worked at Washington University in St. Louis for six years prior to joining Edward Jones in 2022. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.