Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Ian Timimmermann is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through both discretionary and non-discretionary managed accounts and integrates fundamental and technical analysis in its investment approach.

Donald Portell is a financial advisor with M Holdings Securities, Inc. and DBP Wealth Advisory Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Portell Financial Services and M Holdings Securities. He serves on the board of directors for the Highland Country Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance advisory services, utilizing multiple sponsored platforms and custodial providers.

David Bargetzi is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with M Holdings since 2012 and is also involved with Lucco Management Company LLC and Portell Financial Services, Inc. His activities include financial planning and group term insurance administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary investment management, retirement plan consulting, and insurance-contract advisory services through a network of independent Financial Professionals.

Donstan Portell is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and six years of industry experience. He has been with M Holdings since 2019 and currently leads DBP Wealth Advisory Group. Prior to his advisory career, he worked with the St. Louis Cardinals, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services.

Matthew Schroeder is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of his advisory work, Schroeder serves on the boards of the Holy Childhood School and the Mascoutah Chamber of Commerce, where he is involved in community events and scholarship committees. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary market models to tailor asset allocation and provides a range of services from fee-based financial planning to discretionary portfolio management.

Zachary Thurston is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Stifel Independent Advisors since 2016 and also works with Stifel Financial since 2026. Outside of his advisory work, Thurston is an assistant high school football coach and an athletic department gameday worker for Mascoutah High School. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

Steven Bione is a CFP® professional with 23 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, a commercial rental property business. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services program.

Alan Orr Jr. is a financial advisor with First Command Advisory Services in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with First Command and its affiliated entities since 1999. Outside of his advisory role, he is involved as a part owner in several real estate ventures, including an office building leased to First Command. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management programs supported by an in-house investment team.

Suzanne Markus is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Benjamin F. Edwards & Company, Inc., where she has been since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors, Old North State Investment, The Mike Brown Financial Group, and UBS Financial Services. Outside of her advisory work, she is a marketing partner for Monat, a hair care product company. 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 nonprofit organizations, offering a range of advisory programs and investment strategies with oversight from its Investment Strategy Committee.

Jeffrey Harris is a Series 66-licensed financial advisor with four years of industry experience, currently with First Command Advisory Services. His prior work includes roles at the Missouri Department of Labor and Anders CPAs + Advisors. He serves as an alderman for the City of Fairview Heights, participating in monthly city governance meetings. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships, delivering structured financial coaching and model portfolio management via its in-house Investment Management Team.

Logan Isaak is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has two years of industry experience and has been associated with Eagle Strategies since 2025. Prior to this, he has worked with Nylife Securities LLC, The Timmermann Group, and The Maschhoffs. He operates under the DBA name The Timmermann Group to service insurance and financial product clients. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, including high net worth clients, as well as employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Michael Fallert is a Series 66-licensed advisor with First Command Advisory Services, based in Sainte Genevieve, MO, and has six years of industry experience. His prior work includes roles at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of his advisory work, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements supported by an in-house investment management team.

James Nash III is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with First Command since 2015. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with ongoing financial coaching and model portfolio management.

John Kafer is a financial advisor with First Command Advisory Services in Troy, Illinois. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Kafer has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2012. Outside of his advisory role, he serves on the finance committee of the nonprofit Airlift Tanker Association. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, and brokerage and insurance products. The firm emphasizes advisor-led, face-to-face financial coaching through its Tailored Professional Services engagement and manages model portfolios using an in-house investment team.

Matthew Becker is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 credentials and has 22 years of industry experience. He operates Becker Financial, which offers New York Life products and brokers non-registered insurance products. Outside of his advisory work, Becker serves as an assistant boys basketball coach and substitute teacher at Mater Dei Catholic High School in Breese, IL. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients through a network of over 2,000 representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and manages approximately $25.4 billion in regulatory assets.

Tymothy Mc Donell is a financial advisor with First Command Advisory Services holding a Series 66 license and two years of industry experience. He has prior work experience with First Command Brokerage Services and First Command Insurance Services. Outside of his advisory role, he serves as a varsity football coach at Mascoutah High School and is a traditional Guardsman with the Illinois Air National Guard, specializing as an aircraft hydraulic technician. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month engagements, with specialized support for active-duty military clients.

Jill Pietrusinski is a financial advisor with First Command Advisory Services in O'Fallon, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with First Command-affiliated firms since 2001. Outside of her advisory role, she serves as Chair of the International Visioning Facilitation Council, a volunteer organization supporting strategic planning for Rotary Clubs globally. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured 12-month engagement cycles featuring written financial plans and ongoing coaching.

Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to client goals.

Amy Kruse is a financial advisor with Edward Jones in Aviston, Illinois, holding a Series 66 credential and having 11 years of industry experience. She has been with Edward Jones since 2015. In addition to her advisory role, she serves as a board member overseeing the operation of Central Community High School in Breese, Illinois. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Eileen Kanoski is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. Prior to Cetera, her work history includes Regions Bank, where she has also been active since 2015. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and trust capabilities.

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with LPL Financial since 2012 and operates Horstmann Premier Financial since 2015. Outside of his advisory work, Horstmann is co-owner of Twice the Ice, a family-run ice vending business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and various delivery options, combining advisory and brokerage services tailored to client needs.

Michael Coracy is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. Coracy is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advisory and insurance brokerage. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Kevin Dewaele is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Quinton Kujawa is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and three years of industry experience. Before joining Edward Jones, he worked at Charles Schwab (formerly TD Ameritrade) and has a background that includes roles outside of finance, such as working for DoorDash. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients through a network of over 23,000 advisors, offering a range of advisory services and investment solutions under a fiduciary standard.

Lisa Driscoll is a financial advisor at Edward Jones in Highland, IL, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2011 in various capacities. Outside of her advisory role, she works as an independent consultant selling jewelry. 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 broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Andrew Thompson is a financial advisor at Edward Jones in Mascoutah, Illinois, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at CDS Office Technologies and Da-Com Corporation, and taught at Freeburg Community High School. Outside of his advisory role, he is a partner and cohost of a trivia podcast called Bankshot Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2018, and previously spent 11 years at Stifel Nicolaus followed by one year at Stifel Financial Corp. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Carl Dempsey is a financial advisor with Edward Jones in Highland, IL, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Edward Jones since 2009. Outside of his advisory role, he owns a hunting property in Illinois for which he receives CRP government payments related to wildlife habitat management. 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 maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Riffel is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, LLC, KESTRA Investment SERVICES, LLC, and NFP Securities, Inc. Outside of his advisory role, he operates Mike Riffel Financial Management, a business entity focused on financial advisory and tax purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and lending products.

De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. 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 advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2011. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andre Stafford is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, he worked at Home Bank and served with the 15th Judicial District Court in a family court intervention role. He has also been involved with Lafayette Habitat for Humanity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Luke Niemeyer is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Knights of Columbus and Knights of Columbus Asset Advisors. Niemeyer serves as a member of the finance committee at All Saints Academy, advising on budgets and general finances. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved software and offers various specialized planning programs.

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He 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 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 approximately 23,701 financial advisors.

Paul Jansen is a financial advisor at Edward Jones in Lebanon, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Steven Schultheis is a financial advisor with Edward Jones in New Baden, IL, holding a Series 66 designation and serving clients for eight years. He has been with Edward Jones since 2017, following prior roles at Finish Line and UniGroup Inc. 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 advisors.

Keith Cook is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Regions Financial for 33 years before joining Edward Jones in 2019. Outside of his advisory role, he serves as a community board member for Memorial Hospital East and participates occasionally as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. 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 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.

Brian Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Leonardo DRS for 15 years. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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, supported by a large national network of financial advisors and branch offices.

Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.