Matthew Bushmann is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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, operating under a fiduciary standard.

Lindsey Hoffmeister is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2014. 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 with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branches.

Nathan Windeknecht is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 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 advisory services 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 large nationwide network of advisors and branch offices.

Alyson Taggart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 19 years of industry experience. She previously worked at MML Investors Services Inc. and Mass Mutual from 2009 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Meghan Wildt is a CFP® professional with 11 years of industry experience. She has worked at Edward Jones since 2016, initially with Edward Jones Trust Company and then as a financial advisor since 2019. The firm, Edward Jones, is a full-service wealth management institution serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Steven Harris Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at 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 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.

Brian Buchmeier is a CFP®, ChFC®, and Series 66-registered financial advisor with 23 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2026. His prior experience includes roles at Tiaa and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Bridie Smith is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Mitchell Mikula is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in St. Louis, Missouri, with 20 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, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Bethany Altis is a CFP® with nine years of experience and has been with Edward Jones since 2015. She holds a Series 66 license and is based in Ballwin, MO. Outside of her advisory role, she is co-owner of Altis Land and Cattle, a cattle business in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Michael Doyle Jr. is a CFA charterholder and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Edward Jones since 2012. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Nicholas Gray is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he was employed at Express Scripts, Inc. and Westminster Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karl Nelson is a CFP® certificant with 21 years of industry experience and has been with Edward Jones since 2009. He is located in Chesterfield, MO, and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large national network of advisors and branch offices.

Chad Winscher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 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, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Aleksandr Pshichenko is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has previously worked at Charles Schwab, TD Ameritrade, and TIAA/TIAA-CREF. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports its clients with research-driven investment solutions and a broad range of financial products.

Joseph Wheeler is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade Inc. Outside of financial advising, he works part-time in event staffing with Keystone Event Staffing, assisting with customer service and crowd management at local events. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of investment options supported by centralized custody and operational capabilities.

Mark Talbott is a CFP® professional with 16 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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.

Michael Grosch is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Charles Schwab. Outside of advising, he has experience managing rental property and works part-time as a bartender and assistant in the construction industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary client relationships with access to discretionary managed accounts and a multi-asset investment approach supported by centralized custody and operational services.

Mary Smith is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of her advisory role, she works part-time as a cashier at Walmart. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Pashia is a CFP® professional with 18 years at Edward Jones and 6 years of industry experience. He is based in St. Louis, MO, and holds the Series 66 designation. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.