Thomas Yount is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Sales is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2013. He has 12 years of experience in the industry. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Gentry is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory roles, he holds a partial ownership interest in the food and beverage segment of an event center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of investment strategies and access to third-party asset management programs.

Cynthia Pistorius is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 22 years of industry experience. She has been with Edward Jones since 1995. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Angela Nair is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, she worked at CUNA Mutual Group and has professional experience connected to the University of Wisconsin - Madison and Oakwood Village. 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.

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.

Marta Wiggers is a CFP® professional with 21 years of experience in the financial industry. She has worked at Edward Jones since 2005. Based in St. Louis, MO, she holds Series 63 and Series 66 licenses. 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 across the United States.

Chris Higashihara is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has worked with Edward Jones since 2007. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Elger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Robert W. Baird for six years and has been affiliated with Loyola University Chicago since 2008. Outside of his advisory role, Elger serves as treasurer for the Peoria Public School Foundation and is the athletic director at St. Vincent de Paul School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Johnnie Roland Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janine Noetzel is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, with 19 years of industry experience and over 20 years at Edward Jones. 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 under management across a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Bobby Prashad is a Series 66 licensed financial advisor with Edward Jones in Columbia, IL, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Ameren Corporation. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Lumsden is a financial advisor at Fidelity with a Series 66 designation and has been in the industry since 2026. Prior to joining Fidelity, he held roles at Bunge and worked in various capacities at Creighton University from 2022 to 2026. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered funds.

Aaron Longenecker is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019. Outside of his advisory role, he is involved as a partner in a business focused on development and website design and serves as CEO of a financial planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a wide network of advisors and affiliated firms.

Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St Louis, where he participates in investment discussions and efforts to grow the Endowment fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides tailored, ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Lee Jackson is a financial advisor at Edward Jones in Maryland Heights, MO, with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Aerotek from 2015 to 2017. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carrie Altman is an investment advisor with LPL Financial in Saint Charles, Missouri, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior work includes ten years at INVEST Financial Corp and ongoing roles since 2018 at both LPL Financial and First State Bank of St. Charles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

John Weber is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at various Morgan Stanley entities since 2001. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured financial planning supported by firm-approved tools and emphasizes advisory services without individual security recommendations in standalone plans.

Eric Wentzel is a financial advisor with Edward Jones in Ballwin, Missouri, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.