Jaime Pina is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he manages two LLCs, including Pina Family Fun LLC. 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 financial advisors and branch offices nationwide.

Synthea Fischer is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. She holds the Series 63 and Series 66 licenses. 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 manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Troy Mc Cormick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2007, spanning 19 years at the firm. 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 under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Reta Baker is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Edward Jones since 2017 and previously spent two years at Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment options.

Caralee Wrenn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of experience. She has been with Edward Jones since 2005. 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 managed solutions, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Kaleb King is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously attended Middle Tennessee State University. Outside of his advisory role, King serves as a baseball coach at a local high school, managing team practices, games, and budgeting for equipment and travel. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Richard Beemer is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a nationwide network of more than 23,700 financial advisors.

Haley Gibson is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Holt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside of finance at Two Men and a Truck and Big Thunder Marine, as well as positions at Westminster Christian Academy and the University of Missouri, Columbia. 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 strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Nathan Ward 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 has worked in various roles including at Indiana University and CutCo Cutlery. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Kimberly Killian is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012 and has been involved with Culver's Restaurant since 2009. Edward Jones is a full-service wealth management firm serving more than 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.

Timothy Gegg is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Phillip Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes ten years at Edward Jones before joining Raymond James in 2016. He serves on the board of the Belleville Public Schools District #118 Educational Foundation and owns Phil Caravia Golf, through which he participates in golf tournaments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and employs advanced modeling tools, supporting clients through advisory programs and is noted for its municipal advisory affiliations and specialized consulting services.

Stephen Shevlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2024, he worked for 25 years at Stifel, Nicolaus & Co., Inc. He is also associated with 1818 Wealth Advisors LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

Da Nelle Lovis is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of more than 23,700 financial advisors.

Jacob Bozovich is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in various service and retail roles. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Spinner is a financial advisor at OSAIC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC, he worked at Coalition Life, Northwestern Mutual, and spent several years involved with nonprofit and community organizations including Helping Strays and the Gateway Region YMCA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes.

Elizabeth Anderson is a CFP® with 7 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chi Tong is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Fidelity Investments for five years. 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 options supported by a large network of financial advisors and branches across the United States.

Natalie Zerr is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has worked with Edward Jones since 2012, including a recent role at Edward Jones Bank beginning in 2026. 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 network of financial advisors and branch offices nationwide.