Joseph Davies is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Kirkwood, MO. Outside of his advisory role, Davies is a partner in a real estate business, Davies Real Estate, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Arndt III is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, INC and has been involved with Arndt and Associates since 1989. He serves as trustee for a family foundation that provides funding to local organizations. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-assessment methods to construct portfolios across various investment types, accommodating both discretionary and non-discretionary management.

Sessel Washington is a CFP® and Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2016, accumulating 10 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Daus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2001. 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.

Lucas Surges is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at TD Ameritrade, Scottrade, Northwestern Mutual, and the University of Missouri. Outside of finance, he has experience working with The Lawn Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Linden is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His work history includes roles at Regions Bank, Bank of America, Merrill, and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services across multiple program platforms and custodial relationships, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Brett Howard is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in St. Louis, MO. Outside of his advisory role, he is listed as owner of BNH Farms, LLC, an entity established to hold farmland but not utilized for any business activity. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Lail is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the St. Louis Better Business Bureau for 15 years and had roles at Judge Evaluations and Emmis Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. 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.

Kelli Anderson is a Series 66 licensed financial advisor with Morgan Stanley in Chesterfield, MO, where she has worked since 2015. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of services including structured planning processes and investment strategies approved by its Global Investment Committee.

Joseph Watson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Inc for eight years. Outside of his advisory role, he serves on the board and leads fundraising efforts for the Hockey Club of STL and coaches youth hockey for the Rockets Hockey Club. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Zachary Heath is a Financial Consultant at Fidelity Investments, where he collaborates with clients to plan for their financial futures. He focuses on understanding each client's unique financial needs, goals, and preferences to co-create and implement comprehensive plans aimed at achieving their objectives. Over time, he assists clients in refining their plans and investment strategies as their needs evolve. Prior to his current role, Zachary held positions at Fidelity Investments as an Investment Consultant and Planning Consultant, and he was a Senior Financial Advisor at Wells Fargo Advisors from 2009 to 2022. His experience spans various aspects of financial advising and consulting. Outside of his professional work, Zachary engages in family activities, fitness, social events with friends, golf, soccer, and traveling.

Jeffrey Anderson is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he performs as a musician in a local group that occasionally books paid events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Lance Farner is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Danielle Conrey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has worked at Edward Jones since 2018 and previously held roles at TD Ameritrade Investment Management LLC, TD Ameritrade Inc, and Scottrade. 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 strategies and affiliated investment products while operating under a fiduciary standard.

Eric Caselton is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked previously in education with the Kirkwood School District and in the construction sector at Clayco and Holder Construction. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Maureen Fiudo is a Series 66-licensed financial advisor with Edward Jones in Des Peres, MO, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles within the Archdiocese of St Louis and has a decade of experience with Mary Kay Cosmetics. Outside of her advisory role, she leads music twice a month and plans the choir at Sacred Heart Catholic Church in Troy, MO. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Kelly Warner is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Warner worked at Deloitte for four years. Warner holds a Series 66 designation and is based in Webster Groves, Missouri. 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 solutions, separately managed accounts, and affiliated mutual funds.

Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, MO. 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, supported by a large network of financial advisors and branch offices nationwide.

Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 solutions supported by a large national network of advisors and branch offices.

Kaoutar Byrd is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, Byrd held various roles in education and language acquisition. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.