Kathleen Rosche is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Katherine O'Connor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Kelly Cenatiempo is a financial advisor with Ameriprise in Saint Peters, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she is involved with JCM, a financial advising business. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. 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 investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Adam Skelton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at First Community Credit Union, Jiffy Lube, Meramec Community College, Imo's Pizza, and Kirkwood High School. 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 ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kathryn Fagan is a financial advisor at Edward Jones based in St. Louis, MO, with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national advisor and branch network.

Joshua Burton is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and possessing three years of industry experience. His prior roles include positions at Charles Schwab and Northwestern Mutual. Outside of finance, he has worked with Outdoor Living Inc. and at Greenbriar Hills Country Club. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Christian Braig is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Benjamin Hankammer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024, and before that, he served as an Investment Consultant at Charles Schwab from 2021 to 2023. He began his career as a Financial Services Professional at TD Ameritrade from 2020 to 2021. His approach to financial planning emphasizes understanding each client's unique goals and circumstances, aiming to build a foundation of trust for developing comprehensive financial plans. Outside of his professional work, Benjamin enjoys baseball, fitness, outdoor adventures, reading, skiing, and volunteering.

David Domian is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2012 and previously spent two years at Edward Jones. Domian is involved in wealth management through his business activities at Sirius Wealth Management. 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 and model portfolio programs, utilizing both proprietary research and third-party subadvisors.

Joseph Eckelkamp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.

Nyna Flowers is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2010 and also operates Glam Haven by Nyna Flowers, a business she has run since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Quatrochi is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2011, working from their St. Louis, MO office. 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 programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hodges is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Edward Jones for 25 years. 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 offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large nationwide advisor and branch network.

Julie Renfert is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 66 credentials. She has 15 years of industry experience 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 manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Angela Huster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Russ Clever is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2001 to 2009. He serves on the Finance Committee of the Assumption Catholic Church of O'Fallon. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

David Iselin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he worked at The St Louis Trust Company and NISA Investment Advisors LLC. 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 nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Claus is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, he is the owner of Claus Brothers Enterprises, LLC, which manages a family vacation cottage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning in areas such as retirement, tax, and estate planning, delivered separately from portfolio management and with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”