Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Emily Berkenbile is a financial advisor at LPL Financial in Glen Carbon, IL, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at West & Company and Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by diverse investment strategies and research.

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 nationwide network of financial advisors and branch offices.

Stanley Beltramea is a financial advisor at LPL Financial with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at the Reinsurance Group of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Jason Jensen is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Jensen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved planning tools and investment modeling techniques.

Timothy Epps is a CFP® professional based in Alton, IL, affiliated with Edward Jones. He has 21 years of industry experience, all with Edward Jones since 2005, and holds Series 63 and Series 66 licenses. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. His prior roles include work at multiple entities such as Bcl Financial Management and Lexow Financial Services, with ongoing involvement in insurance and financial advisory businesses. He also serves on volunteer boards and committees, including Nicol Enterprises, Inc., Saint Cecilia's Catholic Church, and a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Robert Diaz is a CFP® with 16 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 11 years. Diaz is the owner of Confluence Wealth Management, a support company based in Alton, IL. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through its unique affiliations.

Christian Burrus is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has worked as a driver for rideshare and meal delivery services in the Saint Peters and Saint Charles, Missouri areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Andrew Magistri is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he works part-time as a bartender at Vetta Sports in Ballwin, 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branches.

Katrina Amos is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Smith Barney division since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Chelsea Henderson is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, 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.

Colten Steiner is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Edward Jones since 2001. Outside of his advisory role, he manages a rental LLC in Godfrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Wiegand is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Cambridge since 2004 and serves as president of Wiegand Financial Services Inc., operating as an independent insurance agent. Additionally, he co-founded The WealthCare Group, another independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform options.

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing its services.

Hans Smith is a financial advisor with LPL Financial in Hazelwood, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2008 and also maintains a role with Vantage Credit Union. In addition to his advisory work, Smith is writing a book unrelated to investing. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Aaron Cox is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the ChFC® designation and Series 66 license and has 16 years of experience with Edward Jones and 12 years in the industry overall. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Ejchler is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 17 years of industry experience. She 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Gary Meyer is a financial advisor with Edward Jones in Florissant, MO, holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Meyer is a silent partner and owner in Henke's Restaurant/Tavern in Florissant. 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 and services, operates under a fiduciary standard, and is notable for its extensive advisor and branch network along with affiliated capabilities beyond advisory services.

Laci Weatherford is a financial advisor with UBS Financial Services in Maryland Heights, MO, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2006. Outside of her advisory work, she is also an independent distributor of wellness products through Advocare. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and solutions.