Joseph Lodes is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Humana and Midwest Elevator Inc. He is also involved with Plan Advisors, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Richard Tampow is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2004. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danielle Simons is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Chase Kane is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of Arizona Oaks LLC. 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 and investment options under a fiduciary standard.

Justin Fanger is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors and 15,000 branches. The firm provides a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Facundo Abraham is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at the World Bank Group from 2016 to 2021. 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 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.

Tori Devries Temme is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she sells arts and craft items online and serves as secretary for a local homeowners association in St. Charles, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu including insurance-related vehicles and bank deposit sweep options.

Julie French is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brian Mc Afee is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Edward Jones, where he has worked since 2022. His prior roles include positions at Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade, Inc. Outside of his advisory work, he is a co-owner of a rental property business in St. Peters, 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brian Ikemeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years as a St. Louis County Prosecuting Attorney. 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 large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Lackey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2005. 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 and investment options supported by a large network of financial advisors and branch offices.

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, having previously worked at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. Outside of her advisory work, she serves as treasurer for a nonprofit organization, 3:16 Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

James Henderson is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for Lilly of the Valley Corp, a 501(c)(7) social organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Michelle Ko is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. 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 wide range of advisory solutions, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Berg is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding a Series 66 designation and eight years of industry experience. His career includes six years at Wells Fargo Clearing Services LLC and five years at the University of Missouri: Columbia before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Andrew Porcelli is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2014, with prior experience at Dauby, O'Connor & Zaleski. Outside of his advisory role, he co-owns a duplex in St. Louis where he manages maintenance and bookkeeping. 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 advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Matthew Snow is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Total Quality Logistics. Charles Schwab & Co., Inc. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Daniel Grace is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding a Series 66 license and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and experience in the construction industry. He is also involved in selling group health insurance and Medicare supplement plans through a separate insurance activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management programs. The firm integrates advisory programs with insurance products and financing solutions within a comprehensive platform.

Kimberly Maurer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She 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. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.