Jack Kessinger is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior roles include positions at The America Group and other firms. Kessinger is also registered as an insurance agent involved in insurance and benefits activities. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

Justin Diller is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Finance Advisory Board for the Trulaske College of Business and is Treasurer of the Security Traders Association of St. Louis. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Matthew Panke is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at Charles Schwab and its bank affiliates since 2007 and previously worked at Merrill from 2004 to 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by in-house research and alternative investment programs.

Jason Stennett is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016, including a brief period at Family Heritage Insurance in 2019. 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 and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Probst is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop in Eastern Missouri. 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 range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bradley Sabin is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Benner is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2013 and previously operated Jon & Chris Detailing for 19 years. Outside of his advisory work, he is involved with M&M Wealth Management LLC and serves as a non-variable insurance agent at Pickett Group. 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 financial planning and portfolio management services and supports advisors with various tools and platforms, overseeing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

John Caruso III is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Edward Jones since 2019 and several positions at the University of Missouri from 2016 to 2020. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the 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 discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.

Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national network of financial advisors and branch offices.

Andrew Reinitz is a Financial Advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his advisory work, he serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. 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 approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.

Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.

Jenna Dawson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013 and also has experience with Michael Kors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Matthew Westphal is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Quincy University from 2016 to 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations through annual, collaborative client relationships.

Andrew Beckerdite is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he officiates youth sports through STLSTRIPES, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Laaker is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 nationwide network of approximately 23,701 advisors.

Daniel Valle is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 66 credentials. He has 26 years of industry experience, all with Edward Jones since 1997. 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 operates under a fiduciary standard and has a large national presence with approximately 23,701 advisors and 15,121 branch offices.