Shantia Coley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years at Edward Jones and a total of eight years in the industry. Her prior experience includes roles at Wells Fargo Bank NA, National Litigation Law Group, and Hedrick Gardner Kincheloe & Garofalo. She is also the founder of a diversity and wellness workshop business serving nonprofits, schools, and other organizations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

James Linck is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2008. 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 solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. 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 includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Brian Johanningmeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property inherited and rented to a family member. 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 advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Richard Siefert is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera and has worked with Ascend Financial Services and Renaissance Financial Corp for over two decades. He serves as successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, offering a range of investment management and retirement services to individual, corporate, and institutional clients.

Michael Bushmann is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Paul Goeke is a financial advisor with LPL Financial in Fenton, Missouri, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Ameriprise Financial Services, and First Community Credit Union. Outside of his advisory work, Goeke serves as a youth sports referee for the Catholic Youth Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and consulting services, utilizing model portfolios and research to support diverse investment strategies.

Amarissa Villarreal is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her work history includes multiple roles at Edward Jones since 2017 and a period at Starbucks. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jay Fishwild is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Robyn Wolper is a financial advisor at Edward Jones with 9 years of industry experience. She holds a 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 range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Davis is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory work, he serves on the board of Momentum Academy, a charter school network in Saint Louis, and is the CEO and founder of Wisdom & Legacy Consulting LLC, providing consulting, mentoring, and mediation services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of planning topics. The firm does not provide portfolio management for institutional clients and delivers planning through a network of financial advisors without discretionary trading authority.

Andrew Paulhus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Bank of America and Merrill. Outside of finance, he has experience at YMCA and Dick's Sporting Goods. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Geary is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1992. Outside of his advisory role, he works as a baseball and softball umpire and supervisor and volunteers as a high school basketball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Bruce Cross is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently with Stifel in St. Louis, MO, having previously worked at Outcomes and Wells Fargo Advisors. Outside of his advisory role, he serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Joshua Jones is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Kanakuk Kamps, Starbucks, and Truman State University. 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 investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jacqueline Mcilhagga is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones and its predecessor firm since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Antonio Reyes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Carns is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Bruce Sabin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2006. Outside of his advisory role, he serves as Vice President of The Place Condominium Homeowners Association in Chesterfield, MO. 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jessica Morton is a financial advisor with Stifel in Frontenac, MO, holding a Series 66 designation and three years of industry experience. She has worked at Stifel Nicolaus since 2021 and previously spent nine years with Mercy Hospital. 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.