Mitchell Kramer is the principal of Mitchell Kramer Advisors LLC and holds a Series 66 license with three years of industry experience. Before founding his firm, he worked at Stifel for four years and has a diverse background including roles in insurance and construction. Outside of finance, he is involved in equine and rodeo announcing through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, primarily recommending blue-chip equities, and offers both discretionary and non-discretionary management alongside hourly financial planning options.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Billy Wisdom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and periodic review.

J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Cetera and Paramount Financial LLC. Outside of finance, he co-owns Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Lucas Johnson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation. Outside of advisory services, Johnson is president of St. Jordan Creek, Incorporated, a wine production business, and provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting its recommendations with thorough due diligence and offering access to multiple management platforms and complex products.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop specializing in vintage jewelry and accessories and is an independent distributor for Young Living. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of investment strategies and advisory services with oversight from an Investment Strategy Committee.

Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Donald Greenwalt Jr. Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wallis Oil Company, Inc. from 2010 to 2018. He is also involved as a capital investor and labor participant in crop farming through Rum Farms, LLC. 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 strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Hannah Meeks is a financial advisor at Edward Jones with nine years of industry experience. She previously worked at Merrill Lynch/Bank of America and Primerica Financial Services. Meeks holds Series 63 and Series 65 designations and is based in Sullivan, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Monica Nix is a Series 66-credentialed financial advisor with Edward Jones in Pacific, Missouri, and has 17 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 offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Chad Chesnut is a financial advisor with Equitable Advisors who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He previously worked at ScottTrade before joining Equitable Advisors and its affiliated firms in 2017. Outside of his advisory role, he owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs and platforms. The firm operates a hybrid advisory and brokerage model, offering tailored services based on client goals, risk tolerance, and time horizon.

Jennifer Aven is a financial advisor with Edward Jones in Sullivan, MO, holding Series 63 and Series 66 licenses and 31 years of industry experience. She has been with Edward Jones since 1994. Aven serves on the MoBap Hospital Board and the Mo Baptist Hospital Foundation Board in Sullivan, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mary Tayloe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with North Shore Capital Management since 2014 and has been associated with Raymond James Financial Services Advisors Inc. since 2009. Outside of her advisory roles, she has served as an independent contractor financial advisor with GPS Capital Management and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a distinctive emphasis on advisory services conducted largely on a non-discretionary basis.

Michael Danner is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, with prior experience at North Star Resource Group and the University of Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Lindsey Lawrence is a financial advisor with Edward Jones in Sullivan, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, Lindsey worked in sales at Vector Marketing and has experience with Cutco Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Wagnaar is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, with nearly a decade at Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jean Wright is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 2005 and continues with Ameriprise since 2020. She holds Series 63 and Series 65 licenses and is based in Saint Louis, MO. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Katherine Schonaerts is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and 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 through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Rodney Weakley is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Century Securities Associates. Outside of finance, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells related products at farmers markets. 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 both non-discretionary and discretionary investment options and is notable for its large scale and integrated service model.

Brett Strauser is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including ExodusPoint Capital Management, Citadel Global Equities, and Trenchant Capital Management. Strauser is based in Sullivan, Missouri. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad institutional platform.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Eric Myers is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and holds a Series 66 designation. Outside of his advisory role, he serves as a deacon at Heritage Presbyterian Church in Eureka, Missouri, where he assists with church property maintenance and community support activities. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.