Stephen Edwards is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked with Edward Jones since 2025 and previously held positions at Citigroup and Wells Fargo Advisors. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.

Evangelos Kourkafas is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

James Michaels IV is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2004. He has 19 years of industry experience. Outside of his advisory role, he occasionally helps out with his parents' retail business, Pet Supplies Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with an emphasis on fiduciary standards, supported by a large network of financial advisors and branch offices nationwide.

Michael Albritton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2004. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Hood is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is a part owner of Vacations By Melinda LLC, a travel agency, where he assists with bookkeeping, tax preparation, and website design. 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 supported by a large network of financial advisors and branch offices nationwide.

Kyle Kinder is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Neighbors Credit Union and US Bank, and has experience as a professional poker player. 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 offers both non-discretionary advisory and discretionary separately managed accounts, combining a large client base with integrated custody, brokerage, and advisory functions.

Jeffrey Roethemeyer is a financial advisor at Edward Jones in Fenton, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Spartan Light Metal Products before joining Edward Jones in 2022. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Ray is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes proprietary tools and modeling techniques.

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.

Peter Thurman is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds the Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2019, he has also been associated with UHY Advisors since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

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 with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Edward Jones, he worked at The Vanguard Group and has a varied background including roles at LHH, StormWind Studios, and Fox Restaurant Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services and investment strategies supported by a national network of financial advisors and branch offices.

Claire Gantt is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has spent her entire career at Edward Jones, beginning in 2017. Prior to her advisory role, she was affiliated with Truman State University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial 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.