Zikomo Simmons is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at S&P Global. Simmons is a partner in two real estate limited partnerships, Portrait Investor, LLC and Farmtogether Shumaker, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Allyson Putz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Edward Jones since 2007. 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 access to separately managed accounts, and operates under a fiduciary standard.

Kristen Shafer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been associated with Edward Jones since 2001. 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, tax-efficient services, and maintains an extensive network of financial advisors and branch offices.

Michelle Stokes 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 2000. 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 network of more than 23,700 financial advisors nationwide.

Adam Zucker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been an investment professional since 1994 and focuses on developing strategies for high-net-worth individuals, families, and businesses. Adam works to simplify clients’ financial lives by identifying and prioritizing their goals, including investment management, tax minimization, wealth transfer, and retirement income. He manages custom investment strategies on a discretionary basis, drawing from Merrill Lynch model portfolios and third-party investment options. Adam takes a holistic approach by considering both assets and liabilities to create personalized wealth management strategies tailored to each client's goals and risk tolerance. His expertise encompasses corporate executive services, family wealth management, endowments, foundations, non-profits, liquidity management, philanthropic planning, and small business strategies. He collaborates closely with clients to provide access to investment insights from Merrill and banking and lending solutions through Bank of America, N.A. Born and raised in St. Louis, Adam earned a Bachelor's Degree in Political Science from the University of Missouri – St. Louis. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Adam is involved in community volunteer activities and enjoys golfing, tennis, and traveling. He resides in University City with his wife and daughter.

Jeremy Tharp is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Jeremy umpires baseball and softball games for various associations and is employed as an umpire at the Saint Peters Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Chet Eisenmayer is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following two years at TD Ameritrade and five years at Panera. He also serves as a notary in Ballwin, MO. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Susan Wintermute is a Series 66-licensed financial advisor at Merrill with six years of industry experience. She has worked at Merrill since 2019 and previously spent 15 years with Granite Transformations of St. Louis. Susan serves as a co-trustee of The I.E. and V.R.K Better Living Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and institutional investors.

Jeffrey Greminger is a CFP®-designated financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2000, totaling 26 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cool Dell Swim and Tennis Club in Manchester, MO. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevyn Schroeder is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Schroeder is involved in several healthcare-related nonprofit boards, including serving as chairperson of the Visiting Nurses Association Endowment Board. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Zachary Bukhshtaber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edible Arrangements, Sprint, Multiply, Lyft, and All American Appliance. 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 provides a broad range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Taylor is a financial advisor with Edward Jones in Maryland Heights, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as Cub Master for Cub Scout Pack 103 in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide network of advisors and branch offices.

Alex Winkelman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on understanding the priorities of clients and their families to develop financial plans tailored to their specific needs. He emphasizes the importance of having a financial plan that evolves with ongoing life events. Alex has been with Fidelity Investments since 2020, starting as a Financial Representative, then advancing to Investment Consultant in 2021 before becoming a Financial Consultant in 2022. His experience encompasses creating and implementing financial plans and monitoring them to help clients work toward their goals.

Jared Grillo is a financial advisor at Edward Jones with a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2010. 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 national network of advisors and branch offices.

Katherine Frick is a financial advisor at Edward Jones with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations 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 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.

Diane Young is a Series 66 licensed financial advisor with Edward Jones, based in Wildwood, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Vasser is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 19 years of industry experience. Before joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Beth Hoock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She worked at Commerce Brokerage Services, Inc. for 27 years prior to joining LPL in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Troy Broeker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Missouri from 2016 to 2018. 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 discretionary and non-discretionary investment strategies through a large network of advisors and branch offices nationwide.