Jose Cavazos is a Certified Financial Planner (CFP®) with 19 years of experience. He has been with Edward Jones since 2006, currently working in Chesterfield, MO. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Coats is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Michael Dooley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1997. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Patrick Weale is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc. and Dayton Freight Lines Inc., alongside a long tenure at Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

James Herrmann III is a CFP® and CFA® with 10 years of industry experience. He has worked at Edward Jones since 2022 and spent seven years at The Vanguard Group Inc prior to that. Herrmann is based in Tempe, AZ. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sally Quattlebaum is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and with 22 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and various tax-efficient services through a nationwide network of more than 23,700 advisors.

Jeffrey Strange is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. 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 wide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated trust and mutual fund capabilities.

Jennifer Summers is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent 13 years at Scottrade, Inc. Summers serves as president of the Fort Zumwalt South Inline Youth Hockey Board and is secretary/registrar for the Fort Zumwalt South Bulldogs Hockey Club. Charles Schwab & Co., Inc. serves a large client base, 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 a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational platform.

Kerry Horton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He 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, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Paxton Crider is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles in banking and corporate services, including positions at Citizens Deposit Bank and Oak Service Corporation. He serves as an Operations Advisor on the Pi Kappa Alpha Provisional Chapter at SLU Alumni Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Julie Zerull is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Peter Buchanan is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously held roles at Edward D. Jones Investment Company and TD Ameritrade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Brendan Sheehan is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He currently works at Edward Jones and previously held roles at Mercer and Boeing. Brendan is based in St. Louis, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Ashley Schafer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. She 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 and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gail Fernandez is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC. She has held roles with Loren Lumpe, Royal Alliance Associates, and Edward J Liberty, CFP. Outside of her advisory work, she owns a tax preparation service and serves as a compliance manager for Financial Legacy Associates, an insurance agency offering products to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm-provided tools and access to third-party managed account solutions.

Kaylyn Mansell is a financial advisor with Edward Jones in Chesterfield, MO, holding the Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Christopher Myers is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with firms including The ON Equity Sales Company and Ohio National Life Insurance. He is also involved in providing life insurance and annuities through a related firm. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing advanced asset-allocation tools and supports various investment platforms and third-party solutions.

Laura George is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2006, totaling 20 years at the firm. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Daniel Marcotte is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 1997, also maintaining a role with MassMutual Life Insurance Company since 1996. Outside of his advisory work, he serves as a finance committee member for Twin Oaks Church. Mass Mutual 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 offers collaborative, goal-oriented planning engagements using advanced analytical tools and supports a range of investor needs through various programs and educational seminars.

David Hirth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, he is a part owner of a residential cleaning service and a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated services through a nationwide network of more than 23,700 financial advisors.