William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

James Akers is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Bank of America. He is based in Ellisville, MO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason Rye is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Patrick Reed is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. Based in St. Louis, MO, Reed has spent his career at this institution, which is one of the largest wealth management firms in the U.S. Edward Jones serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other specialized services.

Richard Ackerman is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Saxony Securities, and Equitable Distributors. Outside of his advisory role, Ackerman coaches soccer and basketball in the Chesterfield, MO area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Josephine Sangiorgio Hirth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent four years with HeplerBroom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Lyons is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lawrence Kamin Saunders & Uhlenhop LLC from 2015 to 2019. 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 manages approximately $1.01 trillion in assets under management through a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and proprietary money market funds.

Angela Chilcutt is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008 and has 14 years of industry experience. Outside of her advisory role, she owns a rental property in Lake St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Gentiana Owen is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Jacob Fischer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 9 years of industry experience. He has been with Edward Jones since 2007 and is also involved with Kirkwood Library and Maryville University. Outside of his advisory role, Fischer authors articles for academic journals and presents on psychological principles in the workplace at professional education conferences. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Matthew Sheets is a financial advisor at Edward Jones in Saint Charles, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 and affiliated investment products through a large nationwide network of advisors and branch offices.

Corey Conway is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at The Bank of Houston and six years at WJR Jr. LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Karen Hampton is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her financial services career, she spent ten years with Heart of America Bariatrics, LLC. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Omar Baig is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliated entities since 2013. In addition to his advisory role, he is involved as a senior partner at Strategic Financial Group and provides tax preparation and accounting services through SFG Consulting, LLC dba Padgett Business Systems. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Kopf is a financial advisor at Edward Jones with 31 years of industry experience. He has worked at Edward Jones and Edward D. Jones & Co., L.P. since 1996 and was previously with First Financial Planners. Kopf holds Series 63 and Series 66 designations. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

April Klobe is a financial advisor with Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Parrott III is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all with Edward Jones since 2016. Outside his advisory role, he is a partner in Los Gemelos Eventos, a catering business where he helps serve at weekend events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Tangaro is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is a co-owner of Kirkwood Montessori School, a school serving children aged 1.5 to 6, though his wife manages its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ashley Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and two years of industry experience. Prior to returning to Edward Jones, Osterhage worked at Publicis Sapient and held various roles at Illinois State University and local organizations. Outside of advising, she has worked in customer service and management positions, including at Waterloo Country Club and Illinois State University Conference Services. 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 strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Trevor Orr is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at Kforce, Ascent Corp, Epiq Legal, and the University of Missouri. Outside of his advisory role, he assists with the finances of a cake and sweets business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.