Vanessa Okwuraiwe is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2001. Outside of her advisory role, she serves as a board member for the Shakespeare Festival St. Louis and has published a children’s book. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Thomas Falke is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2019 and previously held positions at firms including Judge Group, SaveALot, Beacon Hill, Panum Group, and Alkem Laboratories. Outside of his advisory role, he is associated with The Falcon Ops Project, a dormant project management consulting entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches, providing various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Cynthia Parson is a financial advisor at Edward Jones with 18 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2010. Outside of her advisory role, she is associated with Parson Pub LLC, a restaurant and bar in French Village, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Logan Chartrand is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, Chartrand owns and operates WhizBang Media, LLC, a media production company focusing on podcast and audio content, and coaches high school football for the Francis Howell Central Spartans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Bridget Wilson is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2008. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of about 23,701 financial advisors and 15,121 branch offices.

Michael Percich is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes positions at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. 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.

Jeremiah Dellas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Stl Wealth LP, Waddell & Reed, Inc., and involvement with Aloha Ventures LLC. He served on the Lindenwood School of Business Board and Lindenwood University, and was involved with the Endangered Wolf Center and Kids Rock Cancer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.

Timothy Boettcher is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2011. 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 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.

Christine Martin is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 17 years of industry experience. Martin 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 under management 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.

Albert Theis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, and participant education, with an advisory approach tailored to plan objectives and risk tolerances.

Anthony Gorman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has also held roles at Waddell & Reed Inc and various insurance carriers. Gorman is the CEO of Crimson King Enterprises LLC and works as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools and supports a broad advisor network including municipal and public finance clients.

Virginia Young is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at Compass Health Network and Rissuci Agency. 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, including separately managed accounts and affiliated mutual funds, and operates a fiduciary standard in its advisory services.

Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Margaret Moore is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mason Brunsmann is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Citigroup and TD Ameritrade. Outside of his advisory role, he has been involved with Xist Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Goodyear is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones and its predecessor, Edward D. Jones & Co., L.P., since 1997. 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 approximately 23,701 advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Weindel is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 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, including pension plans and charitable organizations. 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.

Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, 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 more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Dominick Ferranto III is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2000 and has prior experience at Princor Financial Services Corporation and Principal Life Insurance Company dating back to 1998, as well as Phoenix Home Life since 1997. Outside of financial services, he owns and operates a personal farmland used for hunting and camping. 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 and provides a broad range of advisory programs and investment solutions through a large national network of financial advisors.

Jenna Gornicz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2010 to 2016 before continuing her career at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.