Kelly Huff is a financial advisor with LPL Financial in Wentzville, Missouri, holding the Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and concurrently serves at Vantage Credit Union, where he manages CD’s, IRAs, deferred compensation, and member services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Stephanie Mc Fadden is a CFP®-designated financial advisor with Edward Jones in Lake St Louis, MO, bringing 28 years of industry experience. She previously worked at Brighthouse Securities, LLC and MetLife Investors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and is known for its extensive retail advisor network and affiliated financial services.

David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor with LPL Financial in Saint Peters, MO, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior experience includes six years at Woodbury Financial Services, Inc. Outside of his advisory role, he is an agent selling life, long-term care insurance, and fixed annuities through Johnson Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from in-house and third-party sources.

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Thomas Kriss is a financial advisor with LPL Financial in O’Fallon, Missouri, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Brian Fruend is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years before joining Osaic in 2026. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party solutions, operating through a large network of affiliated advisors and platforms.

Zacary Fruend is a financial advisor with OSAIC, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles in education and construction, as well as a position at Stifel Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a variety of advisory platforms.

Andrea Phillips is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Vantage Credit Union. In addition to her advisory role, Phillips provides tutoring services to college students and industry professionals through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs within a dual-registered advisory and broker-dealer framework.

Shawn Gibbs is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and concurrently serves in the U.S. Army Reserve, a role he has held since 1993. 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, supported by a large network of financial advisors and branch offices nationwide.

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. 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 advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Julie Thompson is a financial advisor at Fidelity with one year of industry experience. She previously worked at Super Bright LEDs and Starbucks before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee registered investment companies.

William Vanronzelen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having nine years of industry experience. His career includes prior roles at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.

Thomas Borich is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Terriann Kreder is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including Stifel Nicolaus, Raymond James Financial Services, and Scottrade. Kreder is based in Saint Peters, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, supported by a nationwide network of over 23,700 financial advisors.

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Edward Jones since 1995. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. 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 through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.