Bradley Orr is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He is currently with Edward Jones in West Palm Beach, FL, joining the firm in 2025 after roles at Truist Investment Services and other firms. His background includes experience in both investment services and health-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Kadlec is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations. He has 30 years of industry experience, including 23 years with Edward Jones. 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 network of financial advisors and branch offices nationwide.

Sason Jadali is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diode Dynamics for two years. Outside of advisory work, Jadali is a partner in a rental property business where he is involved in tenant communications and property maintenance. 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 under management and offers a range of investment strategies and affiliated financial services supported by a nationwide network of advisors and branch offices.

Gerald Plowman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Moneta Group Investment Advisors LLC, Deloitte, and Plante Moran, as well as time at the University of 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Collin Mayer is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and several other companies in various roles. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Danielle Darling is a Series 66-registered financial advisor with LPL Financial, based in Saint Albans, MO, with eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has worked as a film extra. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

John Lawlor is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Lawlor serves as an alumni board member for Chaminade College Prep in Saint Louis, MO, contributing to the school's alumni community. 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, operating under a fiduciary standard.

Stasha Heine is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Rybacki is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. 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, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Gregory Fleissner is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Lewis and Clark Capital and Stifel, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Monica Nix is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Frierdich III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 15 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brian Watkins is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of finance, Watkins is a recording artist and songwriter, publishing music on streaming platforms such as Spotify and Apple Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling tools.

Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Hayes is a financial advisor with LPL Financial, holding the Series 66 designation and eight years of industry experience. He has previously worked at Edward Jones for eight years and currently maintains roles with Central Bank and LPL Financial. Hayes also serves as a branch manager at Central Trust Bank in Des Peres, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports its advisors with research tools and various institutional platforms.

Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. 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 range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Rotter is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with several firms, including INVEST Financial Corp and Central Trust Bank, where he continues to serve in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Tarter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 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, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Steven Low is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has six years of industry experience, including roles at Wells Fargo NA and PlainsCapital Bank before joining Edward Jones in 2025. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.