John Doneff is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2001. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dejanira Dotson is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, bringing four years of experience at the firm and one year in the industry overall. Prior to her advisory role, she worked in various customer service positions in the food and beverage sector, including as a server and bartender at Babylon Bar & Grill and as a wine tender at Cedar Lake Cellars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and fiduciary services, supported by a large network of financial advisors and branch offices nationwide.

Aurora Camargo is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Outside of her advisory role, she provides technical support for the Franciscan Friars of the Holy Spirit, running slides during weekly mass. 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 discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

William Stoner is a financial advisor at UBS Financial Services with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mario Kriete is a ChFC® and Series 66–licensed financial advisor with Edward Jones in Ellisville, MO, with 18 years of industry experience. He has worked at Edward Jones and Callaway Golf Company since 2004. Outside of his advisory role, he owns farms in Cincinnati, IA, and Portland, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

John Fitzgibbons is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 1999 and also works as a board operator for Missouri Sports Radio, devoting several hours weekly to this role. Additionally, he serves as an instructor and umpire for softball games in St. Charles, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Anh Le is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He is the president of Anh Le CPA LLC, providing tax and accounting services, and owns Midwest Tax Resolution Center and Le Financial Associates, focusing on tax solutions and financial guidance. Outside of his financial work, he is a trustee of the Compassionate Buddha Temple and a member of the Rotary Club of Fairview Heights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform that includes affiliated and third-party managers.

Richard Worth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,700 financial advisors.

Amy Bridges is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Dale Carnegie of Missouri. 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, supported by a large nationwide network of financial advisors and branch offices.

John Tomasek is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has been with Edward Jones across several periods since 2021 and has prior work experience in physical therapy, tooling, and manufacturing industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Joseph Clark is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Nathan Rockholm is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his career in financial services, he served in the United States Navy for 20 years. Outside of advising, he is involved in operating a Supercuts hair salon franchise in Chesterfield, MO, where he assists with management and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Luis Astudillo is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1987. Based in St. Louis, MO, he has been continuously active at the firm for over three decades. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shanna Jones is a Series 66 registered financial advisor with Edward Jones in O’Fallon, MO, where she has worked since 2008. She has 12 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Robert Bagby is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns an RV rental and storage business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s service offerings include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. 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 nationwide network of advisors and branch offices.

Justin Eads is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he held positions at Major Brands/Breakthru Beverage and Academy Sports + Outdoors LTD. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sarah Lord is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Scott Underwood and Northwestern Mutual Investment Management from 2011 to 2016. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining LPL Enterprise, she worked at firms including The Prudential Insurance Company of America, Beyond Wealth Advisors, Raymond James Financial Services, and American Century Investment Services. She is also involved in insurance and financial services through her role with The Opus Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party management programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Robin Diedrich is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Edward Jones since 1993. He serves as an Investment Committee Member for the Lutheran Foundation of St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches.