Amy Sherrer is a financial advisor at OSAIC with 45 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes long tenures at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and multiple management options.

Michael Streeto is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Edelman Financial Engines, having joined in 2024, and previously worked at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Kenneth Schmitz is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, operating under a fiduciary standard.

Kathleen Rosche is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Katherine O'Connor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Joseph Quevreaux IV is a financial advisor with Thrivent Investment Management holding Series 63 and Series 65 credentials. He has been associated with Thrivent and its affiliates since 2024. Prior to this, he was involved with LiUNA Event Center and Pure Sound Advice, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and planning without discretionary trading authority.

Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kathryn Fagan is a financial advisor at Edward Jones based in St. Louis, MO, with 17 years of industry experience. She holds the Series 66 designation and 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, offering a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national advisor and branch network.

Christian Braig is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and 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. The firm manages approximately $1.01 trillion in assets under management and 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.

Matthew Lorio is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and six years of industry experience. He worked at Citibank for ten years before joining Edward Jones in 2019. 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 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Joseph Eckelkamp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.

Nyna Flowers is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2010 and also operates Glam Haven by Nyna Flowers, a business she has run since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Quatrochi is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2011, working from their St. Louis, MO office. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hodges is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large nationwide advisor and branch network.

Julie Renfert is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 66 credentials. She has 15 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Angela Huster 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 2010. 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 investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Iselin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he worked at The St Louis Trust Company and NISA Investment Advisors LLC. 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 through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Claus is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, he is the owner of Claus Brothers Enterprises, LLC, which manages a family vacation cottage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning in areas such as retirement, tax, and estate planning, delivered separately from portfolio management and with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”