Robert Munroe is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cardinal Wealth Planning, Triad Financial Group, Commonwealth Financial Network, OSAIC, and MML Investors Services. In addition to advisory work, he is involved in fixed insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using multiple investment platforms and both discretionary and non-discretionary strategies.

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Richard Basler is a financial advisor at Raymond James Financial with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services, Inc. since 1976. Basler is involved with the Ursuline Provincialate as a member of its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory and SIMPLE IRA consulting services.

Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.

Mark Bates is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Saint James Winery, Disaronno International, and Sazerac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Thomas Visintine is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the DeNovo Advisory Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Dylan Roth is a financial advisor with LPL Financial in Festus, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Vantage Credit Union and Wood & Huston Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Kevin O’Bannon is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dale Roethemeyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advisory services, he is the owner of Elk Wallow LLC, a rental property business in Owensville, Missouri. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

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, Tracy worked at Wells Fargo Advisors for 11 years and Wells Fargo Clearing for 2 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Scott Linden is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His work history includes roles at Regions Bank, Bank of America, Merrill, and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services across multiple program platforms and custodial relationships, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Steve Holloway is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. He has been associated with Edward Jones since 1995. Outside of his advisory role, he serves as Treasurer for Shackle Free Ministries in Columbia, MO. Edward Jones is a full-service wealth management firm serving over 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, supported by a large national network of financial advisors and branch offices.

Jeffrey Anderson is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he performs as a musician in a local group that occasionally books paid events. 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. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Dorigan is a financial advisor with Osaic who holds a Series 66 designation and has 11 years of industry experience. He has worked with Osaic since 2023 and previously spent eight years at Fsc Securities Corp and has been associated with Diversified Financial Advisory Group since 2015. In addition to his advisory role, he operates a sole proprietorship providing investment advisory services and sells insured products including life insurance and various annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Margarita Gonzalez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Scottrade, Inc. from 2005 to 2021 and has been with Charles Schwab since 2021. Outside of her advisory role, she serves as Vice President of Communications on the board of the Geggie Elementary PTO in Eureka, Missouri. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning and managed-account services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and an integrated operational structure.

Daniel Roper is a Series 66 licensed financial advisor with Edward Jones in Sunset Hills, MO, where he has worked since 2008. He has 17 years of industry experience. 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 discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.