James Graham is a financial advisor at Edward Jones in Manchester, MO, holding the Series 66 designation 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, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

Robert Findeiss is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2013, alongside roles at Minnesota Life and Securian Financial Services. He is also a board member and partial owner of Oak Meadow Country Club. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Nhi Doan is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 credential and 9 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a board member of the Asian American Chamber of Commerce in St. Louis. 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 large network of financial advisors and branch offices nationwide.

Nick French is a financial advisor with Cetera based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a server at Busch Stadium and Chaifetz Arena and is involved with SLU Sport Service, LLC as a suite attendant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Jack Gewinner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work history includes roles at A-Mrazek Moving and Innovative Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.

Irving Abram is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 1999. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

William Schryver is a financial advisor at Edward Jones in Saint Louis, MO, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge on the St. Louis County Board of Election Commissioners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Joergen Andreas Gjestvang is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at KPMG AS and Saint Louis University, including the Chaifetz School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 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.

Kellie Anderson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Savannah Hagy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Charles Schwab & Co., TD Ameritrade, and a background in the food service industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Michael Wyatt II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 1999. 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 offers a wide array of advisory programs and maintains a large national network of financial advisors and branch offices.

Jenaro Centeno is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he teaches Brazilian Jiu Jitsu in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeffrey Johns is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Everise, and TD Ameritrade. He is also involved with DiSys alongside his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Matthew Lindley is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Investments, Scottrade Investment Management, and Morgan Stanley. Outside of his advisory role, he is a yoga instructor and participates in volunteer teaching courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Madelyn Cullen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked in healthcare-related roles including Advanced Endodontics and Pediatric Dentistry of Sunset Hills. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.