Kimberly Maurer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. 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 provides a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Patrick Poole is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. 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 with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Cortese is a financial advisor at Edward Jones with the Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various roles outside the financial industry, including positions at The Southerner, Golden Oak Pancake House, and Green Mount Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Duane Youngman is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Travis Selner is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with 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 and operates a nationwide network of more than 23,700 financial advisors.

Anastasia Leiendecker is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cara Bergman is a financial advisor at Edward Jones with a Series 66 designation and 14 years of experience at the firm. She is based in Saint Charles, MO. 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 network of more than 23,700 advisors, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Price is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2018, he was involved with CPR Cell Phone Repair for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including both discretionary and non-discretionary solutions, supported by a large national network of financial advisors and branch offices.

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.

Garricka Roberts is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Roberts worked at Wells Fargo Clearing Services LLC for seven years. Roberts has also been involved with the Sophia M. Sachs Butterfly House. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.

Andrew Boyd is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Vanguard and time spent at Columbia University, as well as five years of service in the US Army. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Donald Tinnin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2013. Tinnin serves as chairman of the Finance Committee for Memorial United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party managers across various program structures.

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and 27 years of industry experience. She has been with Ameriprise and its predecessor firms since 1998. Outside of advisory work, she has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include long-term positions at FSC Securities Corporation and Butler Associates Financial Planners, Inc. He is involved with Shore Group Advisors LLC, a firm focused on the sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting a range of strategies delivered via affiliated broker-dealer and RIA relationships.

Elaine Metcalf is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in a family-owned nail salon business, where she supervises employees and handles general operations. 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.

Kendra Zengil is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she is the owner of Levee Farms LLC. Edward Jones is a full-service wealth management firm serving 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 and offers a range of advisory programs, investment strategies, and affiliated financial services.

Cory Ledbetter is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds a Series 66 designation 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Preston Jordan is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked for FTB Advisors, Inc. from 2014 to 2017. He is based in St. Louis, 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.