Katherine Gruzeski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 financial advisors.

John Fitzgibbons is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 1999 and also works as a board operator for Missouri Sports Radio, devoting several hours weekly to this role. Additionally, he serves as an instructor and umpire for softball games in St. Charles, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Anh Le is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He is the president of Anh Le CPA LLC, providing tax and accounting services, and owns Midwest Tax Resolution Center and Le Financial Associates, focusing on tax solutions and financial guidance. Outside of his financial work, he is a trustee of the Compassionate Buddha Temple and a member of the Rotary Club of Fairview Heights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform that includes affiliated and third-party managers.

Richard Worth is a financial advisor at Edward Jones in St. Louis, MO, holding a 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,700 financial advisors.

Thomas Egan Jr. is a financial advisor with Edward Jones in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a director of the Althoff Athletic Foundation and holds board positions with St. Clair Country Club and St. Elizabeth's Hospital, including chairing a membership committee and participating in hospital governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Bridges is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Dale Carnegie of Missouri. 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 nationwide network of financial advisors and branch offices.

Leonard Levi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Disys, Pruco Securities, Prudential Insurance Company of America, Regions Bank, and Cetera. Outside of his advisory work, he is involved in community activities such as performing as a bass player in the Porch Cafe Band and recruiting for Lighthouse Hiring. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in their investment approach.

John Tomasek is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has been with Edward Jones across several periods since 2021 and has prior work experience in physical therapy, tooling, and manufacturing industries. 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 strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Joseph Clark is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 under management and operates a large nationwide network of financial advisors and branch offices.

Nathan Rockholm is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his career in financial services, he served in the United States Navy for 20 years. Outside of advising, he is involved in operating a Supercuts hair salon franchise in Chesterfield, MO, where he assists with management and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jon Smith is a ChFC®-credentialed financial advisor with 22 years of industry experience. He has been with Stifel in St. Louis, MO, since 2007. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group for asset allocation and planning analyses, providing clients with guidance while allowing discretion over implementation.

Jazmine Hartzel is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Her prior roles include positions at Condado Group Inc, Disys, Northwestern Mutual, and other organizations. 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 supported by research and analytics.

Luis Astudillo is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1987. Based in St. Louis, MO, he has been continuously active at the firm for over three decades. 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 strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shanna Jones is a Series 66 registered financial advisor with Edward Jones in O’Fallon, MO, where she has worked since 2008. She has 12 years of industry experience. 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.

Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 65 and Series 63 credentials and bringing 43 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Sarah Lord is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Scott Underwood and Northwestern Mutual Investment Management from 2011 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. 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.

Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining LPL Enterprise, she worked at firms including The Prudential Insurance Company of America, Beyond Wealth Advisors, Raymond James Financial Services, and American Century Investment Services. She is also involved in insurance and financial services through her role with The Opus Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party management programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Julie Breault is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at First Bankers' Banc Securities, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she owns and operates a craft business making bracelets and other items, and co-owns a wine business with her spouse; she also works part-time as a bartender at a cigar lounge. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu than many peers, featuring insurance-related products and bank deposit sweep options.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021 and previously worked at QuikTrip from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Maguire is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he is involved in managing a short-term rental property. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services to individual and institutional clients.