Zachary Daniels is a financial advisor with LPL Financial in Wentzville, Missouri, holding a Series 66 designation and 11 years of industry experience. He previously worked at United Planners' Financial Services of America and Investacorp Advisory Services. Outside of advisory work, he owns a business selling 3D prints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using various investment strategies.

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2023, he spent 12 years at Commerce Brokerage Services, Inc. He also has an investment-related business activity under the name Commerce Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Alexander Mair is a financial advisor at Edward Jones in Troy, Missouri, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 large nationwide network of financial advisors and branch offices.

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.

Mark Murray is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Amy Riley is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Raymond James Financial Services, and Strategic Advisors LLC. She is involved with a booster club supporting the dance program at Francis Howell High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business where he produces medical prescription data reports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brienne Moyer is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and has also worked with Vantage Credit Union since that time, following two years at Freedom First Federal Credit Union. Moyer assists with investment services and administration for credit union members as part of her role. 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 and access to model portfolios and third-party asset management, supported by advanced operational tools.

Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 manages approximately $1.01 trillion in assets under management and 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.

Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2001. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Wells Fargo Clearing, Prudential Equity Group, and Securities America Advisors. Outside of his advisory roles, he provides small business consulting and tax preparation services, including federal and state returns for individuals and various business entities, and serves occasionally as a notary public. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports discretionary and advisor-managed strategies along with third-party manager selections.

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.