Brian Buckley is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Chad Haas is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Lake Saint Louis, MO, and holds a Series 63 license. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient and alternative investment options.

Danita Mahler is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Scottrade. Outside of her advisory role, she co-authors children's books through The Grand Adventure LLC. 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, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Elizabeth Timimmerman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 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, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

Raymond Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

Courtney Dinnius is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked independently with a union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Cheryl Draves is a financial advisor with Edward Jones in Fairview Heights, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than 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 and operates under a fiduciary standard.

Kyle Lane is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Goldenberg Heller & Antognoli PC, Carmody MacDonald PC, and Sandberg Phoenix & von Gontard PC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jason Kelly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Renaissance Financial Corporation. In addition to his advisory role, he is involved with Leer Financial Wealth Management as a client service specialist focusing on insurance sales and service. OSAIC Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and financial planning through a wide network of affiliated advisors and employs asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes.

Nicola Ayers is a financial advisor at Edward Jones with eight years at the firm and three years of industry experience, holding a Series 66 designation. Prior to joining Edward Jones, she worked at MetLife for three years. 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 nationwide network of financial advisors and branch offices.

Jon Hobson is a Financial Consultant currently working at Fidelity. In this role, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach centers on creating clarity and reducing stress to help clients feel supported throughout their financial journey. Jon has held several positions at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, with progressive experience from 2023 to the present. This range of roles has provided him with a broad understanding of financial services and client relationship management. Outside of his professional responsibilities, Jon enjoys outdoor activities such as camping, canoeing, fishing, hiking, and playing soccer.

Brendan Summary is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Charles Schwab and its affiliated banks since 2021, and previously at Scottrade, Inc. from 2008 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers centralized custody, brokerage, and cash-sweep services.

Adam Hargis is a financial advisor with Charles Schwab in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investment access within an integrated operational structure.

Lisa Monachella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Kress is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Allison Garey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. She 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 offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Amy Riley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of her advisory role, Riley participates in a high school booster club, assisting with fundraising and program administration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Jeffrey Gorgen is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 15 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 with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chanceler Roth is a CFP®-designated financial advisor at Charles Schwab with five years of industry experience. Prior to his current role, he worked at TD Ameritrade, Edward Jones Investments, and held academic positions at Lindenwood University and Saint Charles Community College. Outside of finance, he has an affiliation with Twitch Interactive through the Twitch Affiliate Agreement. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

David Bartsokas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Edward Jones since 2011. 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 network of financial advisors and branch offices nationwide.