Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Simmons Bank, PNC Investments, U.S. Bancorp Investments, and Wells Fargo 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 services including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Bruce Jones is a financial advisor with Cetera, holding Series 65 and Series 66 registrations and 22 years of industry experience. He has previously worked at Avantax Insurance Agency LLC and owned Jones Wealth Management. In addition to his advisory work, he is a CPA and member of Parr & Jones CPAs LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ashli Estes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at LPL Financial since 2015, following roles at Wells Fargo Clearing, Edward Jones, and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies, supported by various operational and research tools.

Ryan Lee 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 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Kevin Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at Investacorp Advisory Services, Securities America, and United Planners' Financial Services of America. Outside of advisory work, Daniels is an author involved in book sales related to teaching and coaching, and he serves as chairman of the board for Reclaim Christian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports investment adviser representatives with extensive research, model portfolios, and technology tools, while providing access to various financial products and institutional platforms.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 22 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party money managers to create portfolios across various asset classes.

Vincent Taormina is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of finance, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions.

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.

Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, MO. 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bryan Freisinger is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with various Cetera entities since 2016 and was previously with First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Evan Abel is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. He has been active in the financial services industry since 2018, with previous experience at AB Wealth and Duckette Creek, as well as earlier work outside the industry at Smoothie King. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients and provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various tools and third-party services to construct and manage portfolios across asset classes, supporting both discretionary and non-discretionary account management.

Ryan Windish is a financial advisor with Charles Schwab & Co., Inc. based in Saint Charles, Missouri. He holds Series 63 and Series 66 licenses and has five years of industry experience, including prior roles at TD Ameritrade and Mercy Hospital. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management solutions supported by centralized custody and a robust operational platform.