Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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 nationwide network of financial advisors and branch offices.

Adam Wolff is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vantage Credit Union and First Heartland Capital Inc. 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 advisors, offering a range of advisory programs and investment options under a fiduciary standard.

Garrett Walker is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Jessica Hejna is the Regional Director of Wealth Management at Fidelity Investments, where she leads a team and supports Planning Consultants within the Private Wealth Management organization. She has been in this role since 2025. Her experience in the financial industry spans over a decade, beginning as an Investment Specialist II at Edward Jones from 2010 to 2012. She then worked at Archer Wealth Management as an Operations & Investment Assistant from 2012 to 2013. Jessica joined Fidelity Investments in 2013 and has held various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Wealth Management Planning Consultant, and Director of Managed Solutions before her current role. No information about her education, credentials, personal interests, or community involvement has been provided.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Joshua Derwin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise serves a diverse client base spanning individuals, retirement plans, charities, corporations, and institutions through advisory and brokerage channels. The firm offers a range of services, including financial planning, model portfolio management, and access to third-party asset managers.

Thomas Gillette is a financial advisor at Edward Jones in Granite City, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Benjamin Evers is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His prior work history includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co., as well as teaching positions at Lindenwood University and in grade and high schools. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

August Brandt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Real Equity Management and has been involved with the Old Warson Country Club as a bartender since 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jeffrey Rettman is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Stifel since 2022 and previously held roles at Wells Fargo Clearing Services, Randstad, and Edward Jones. His background also includes positions in education with St. Louis Public Schools and the University of Missouri Student Learning Center. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Matthew Bromley is a financial advisor at Edward Jones with 22 years at the firm and 15 years of industry experience. He holds a Series 66 designation and is based in Ballwin, 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Schier is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has worked with Renaissance Financial and Minnesota Life, among other firms, and serves as a member of the Sigma Tau Gamma Alumni Association board. Additionally, he volunteers as president of a local networking group and is involved in finance and community outreach roles at City Garden Montessori School and the Community Value Alliance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Jonathan Westbrook Meeks is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and K Force before joining Edward Jones. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joseph Gibson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Gibson serves as a board member for Planned Giving at Southeast Missouri State University, participating in fundraising and donor program discussions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, operates under a fiduciary standard, and is notable for its large network of advisors and affiliated financial services.

Janet Ianniello 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 1999. Outside of her advisory role, she volunteers at St. Luke’s Hospital in Chesterfield, MO, assisting visitors and working in the hospital gift shop. 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, operating under a fiduciary standard.

Crystal Kraus is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Debron Enterprises and the Better Business Bureau. 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 more than 23,700 financial advisors.

Lukas Bridenbeck is a CFP® professional with 10 years of industry experience, currently advising at Raymond James & Associates. His previous roles include positions at Northern Trust Securities, Inc. and Northern Trust Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele including individuals, institutions, pension plans, and governmental entities. The firm offers tailored financial planning and consulting services, drawing on a broad range of portfolio management styles and affiliated research.

Ryan Freeman is a Series 66-licensed financial advisor with Edward Jones in Brentwood, MO, where he has worked since 2024. He has one year of industry experience and previously held positions at Best Buy, Rosch Company, and Zickel Flooring. Outside of his advisory role, he is a drummer for a local cover band called The Sidewinders. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 than many large institutional advisers.

Brian Horner is a Series 66-licensed financial advisor with Thrivent Investment Management, based in St. Louis, MO. He has three years of industry experience, all with Thrivent and its affiliates. Outside of his advisory role, he serves as a board member for the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers a combination of planning and managed-account services through a consolidated billing program called “WealthPlan,” maintaining planning and management as separate services.