Cathy Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2019 and previously worked at The Boeing Company for 14 years. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Deric Mcspadden is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 credentials with 14 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Benjamin Stern is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JP Morgan Chase Bank, Wells Fargo Clearing, Wells Fargo Advisors, and TD Ameritrade. Outside of his advisory work, he operates a book publishing LLC focused on writing about the Independent Sacramental Movement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Steffens is a CFP® and CFA® charterholder with 13 years of industry experience. She has been with Edward Jones in St. Louis, MO, since 2016. Outside of her advisory role, she serves as an assistant troop leader for the Girl Scouts of Eastern Missouri. 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 and investment solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Kevin Maxim is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America from 2009 to 2020. Outside of his advisory role, he operates Maxim Family Holdings, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Mandy Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has worked as a Mary Kay beauty consultant. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of advisors and branch offices and provides additional services such as tax-efficient strategies, overlay services, and securities-based lending.

Karen Fishwild is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Heath Cato is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has previously worked at PNC Investments and Scottrade before joining Edward Jones in 2019. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Timothy Thurman is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO. He has 10 years of industry experience, including 12 years at 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Tracy Gravatt is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2023, she worked for Wells Fargo Advisors from 2012 to 2023. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Richard Hagedorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as Vice President of the Society of St. Vincent de Paul in St. Louis, managing hotline calls and attending meetings. 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 incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

David Cintel is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 license and previously worked at Maryville University and Lindenwood University. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Khristopher Stillman is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he worked at Verizon Wireless for five years. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

David Parmer is a financial advisor at Edward Jones in Eureka, MO, with 25 years of industry experience and a Series 63 designation. He has been with Edward Jones since 2000. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Sarah Bauer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a network of over 23,000 advisors nationwide.

Joseph Davies is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Kirkwood, MO. Outside of his advisory role, Davies is a partner in a real estate business, Davies Real Estate, LLC. 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 network of financial advisors and branch offices nationwide.

Joseph Arndt III is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, INC and has been involved with Arndt and Associates since 1989. He serves as trustee for a family foundation that provides funding to local organizations. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-assessment methods to construct portfolios across various investment types, accommodating both discretionary and non-discretionary management.

Sessel Washington is a CFP® and Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2016, accumulating 10 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Daus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2001. 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.

Lucas Surges is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at TD Ameritrade, Scottrade, Northwestern Mutual, and the University of Missouri. Outside of finance, he has experience working with The Lawn Company. 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, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.