Brendan Kane is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Roskowske is a CFP® professional with 13 years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Stifel from 2011 to 2017. He is based in St. Louis, MO. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Jensen is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1998 until 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Nicholas Hummel is a CFA® charterholder based in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002. 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.

Stephanie Ems is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shellie Fronick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she instructs Jazzercise fitness classes in Valley Park, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Brown is a financial advisor with Edward Jones based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2026, he held roles at CitiMortgage and Cenlar FSB. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathrine Gatewood is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at Citibank NA. Outside of advising, she is involved in running G3 Universal, LLC, a business supporting her daughters' schooling through sales of novelty items, and serves as a member manager of the affiliated Speak Life Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Daniel Roper is a Series 66 licensed financial advisor with Edward Jones in Sunset Hills, MO, where he has worked since 2008. He has 17 years of industry experience. 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 under management and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Donald Trainer is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he is involved with the St. Louis Symphony and the Bach Society of St. Louis. 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.

Elaine Gatewood is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Alro Steel for four years and QuikTrip for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and a large nationwide network of financial advisors.

Taylor Thomison is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. He holds the Series 66 designation and has previously worked at John Hancock Investment Management Distributors LLC and Bank of America/Merrill Lynch. 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 national network of financial advisors and branch offices.

Kimberly Tohill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various educational roles within multiple school districts and at Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, a proprietary money market fund, and operates under a fiduciary standard.

Christopher Neupert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Hubbard Radio 101 ESPN for ten years. 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, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Keith Klueter is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial for 22 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a sole proprietorship offering term, fixed, and universal life insurance products and is involved with CSE Strategy Partners, an insurance agency that hosts client events and generates products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and managed-account solutions.

Brenna Race is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of finance, she serves as a certified therapeutic riding instructor, designing and teaching equine-assisted therapy classes for students with diverse needs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and extensive operational integration.

Christopher Barnhart is a CFP® professional with four years of industry experience. He currently works at Charles Schwab and previously held roles at TD Ameritrade, Chick-fil-A, First Watch Restaurant Group, and Southport Marketing. Outside of his financial career, he performs various small task work through Amazon Mechanical Turk. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Debojit Nayak is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Cornell University from 2015 to 2017. He is based in St. Louis, 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Craig Kleinlein is a financial advisor with Edward Jones in Olivette, MO, holding Series 63 and Series 66 designations and has 22 years of industry experience. He has been with Edward Jones since 2003. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katherine Mooney is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing, each for five years, before joining Edward Jones in 2021. 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, supported by a large network of financial advisors and branch offices nationwide.