Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been associated with Wells Fargo Clearing and Digital Intelligence Systems LLC since 2021. Molek studied at Saint Louis University from 2016 to 2020 and has held various positions across multiple sectors prior to his current role. 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 through more than 14,000 financial advisors and employs research-driven investment strategies incorporating diversification and modern portfolio theory.

Matthew Palasky is a financial advisor at Edward Jones with ten 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 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.

Colette Knobeloch is a CFP® professional with 14 years of industry experience, currently associated with Cambridge Investment Research Advisors. Her prior roles include positions at OSAIC, Sagepoint Financial, First Allied Advisory Services, and Wells Fargo Clearing. She also owns a business in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Donald Fitzgerald is a CFP® with 19 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. He holds a Series 66 license and also works as an insurance broker, focusing on individual and group life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative annual planning engagements.

Michael Woerner is a financial advisor at Edward Jones with 17 years at the firm and 8 years of industry experience. He holds the Series 66 designation. Woerner serves on the advisory board for The Boeing Center for Technology, Information & Manufacturing in St. Louis, participating in board meetings and supporting student-led consulting projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Charles Orban is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he manages Steadfast Farms LLC, a recreational farm business in Marthasville, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branches nationwide.

Andrew Shuldberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he collaborates with clients to develop customized financial plans that address changes in their personal lives and in the financial markets. Andrew has been with Fidelity Investments since 2011, progressing through several roles including Service Representative, Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client needs. Details regarding Andrew's education, credentials, personal interests, and community involvement were not provided.

Jordan Foster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan works with clients to develop customized financial strategies that align with their short- and long-term goals. By combining disciplined investment management with clear communication, Jordan helps clients navigate the markets, reduce uncertainty, and make confident financial decisions over time. Jordan's expertise includes education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Jordan is recognized as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. Jordan earned a High School Diploma from Hazelwood Central High and attended Columbia College without earning a degree. In addition to professional pursuits, Jordan's personal interests include basketball, cooking, fishing, football, gardening, and spending time with family.

Kellie Anderson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has been with 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Savannah Hagy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Charles Schwab & Co., TD Ameritrade, and a background in the food service industry. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Christopher Bochtler is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2015. Outside of his advisory role, he manages a rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jenaro Centeno is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he teaches Brazilian Jiu Jitsu in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. 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.

Christian Potthoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Digital Intelligence Systems LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Jeffrey Johns is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Everise, and TD Ameritrade. He is also involved with DiSys alongside his advisory work. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Madelyn Cullen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked in healthcare-related roles including Advanced Endodontics and Pediatric Dentistry of Sunset Hills. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Mesker Jr. is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing. Outside of his advisory role, he manages a nonprofit organization responsible for maintaining green spaces and private roads for a residential community. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, providing tailored advice supported by a broad range of portfolio management styles and affiliated research.

Emma Benesek is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and worked previously at the University of Arkansas in Fayetteville and Freddy's Frozen Custard & Steakburgers. 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 and investment strategies under a fiduciary standard.

Margaret George is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 65 and Series 63 licenses and having 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, currently serving at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.