Lance Guthrie is a Series 66 licensed financial advisor with Edward Jones in Swansea, Illinois, with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Communications Director for the O'Fallon Bombers Baseball Club and owns an online collectibles business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Zachary Porter is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked with Staffing Solutions, contracted with Edward Jones, from 2016 to 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sherry Wilson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she works part-time at a hotel in St. Charles, 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 strategies supported by a large network of advisors and branch offices across the United States.

Richard Swearingen is a CFP® with six years of industry experience, currently practicing at Mass Mutual Investors Services. His prior positions include roles at Mass Mutual Life Insurance Company and Wintrust Financial Corporation. Outside of his advisory work, he assists with a family farm by helping with planting and harvest activities. Mass Mutual Investors Services, LLC 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 programs, focusing on collaborative, goal-oriented planning relationships.

Katherine Tierney is a CFP® with 20 years of industry experience, all spent at Edward Jones since 2006. She holds a Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jo Ann Schwent is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Caleres for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Timothy Nielsen is a CFP® professional with nine years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at Moneta Group Investment Advisors, Oppenheimer & Co., and Commerce Bank. Outside of his advisory work, he serves as Baseball/Softball Director for St. Clement of Rome, organizing schedules and team communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Vanessa Vigil is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to her career in financial advising, she worked in the restaurant industry, including positions at Chili's Restaurant and Whataburger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including 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 financial advisors and branch offices.

Joel Vollmer is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Hunt is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2005. 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 supported by a large nationwide network of advisors and branch offices.

Steven Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Wells Fargo Clearing Services LLC for six years and Benjamin F Edwards & Co for one year. 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 reported approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Nathan Loseke is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Before entering financial services, he worked in martial arts instruction and church development services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Ashley Houston is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 17 years of industry experience. She has worked at Edward Jones continuously since 2008. Outside of advising, Houston works as a personal trainer through Dynamic Fitness Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Brandi Fisher is a financial advisor at Edward Jones with 26 years of industry experience. She has held her current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Based in St. Louis, MO, she has spent over two decades with the firm. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Hughes serves as a board member for Southwest Christian Academy in Little Rock, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Morrison is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes positions at TD Ameritrade, INC., Scottrade, and a catering business in St. Louis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within a large, integrated platform.

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets across over 10,000 advisors.

Shaheen Shabrou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Shaheen worked at RedCard Systems for one year and has been involved with TipScouts, LLC since 2016. Outside of financial advising, Shaheen operates Sha-Boom Hobbies and Sports Memorabilia, a retail business in Fairbanks, AK. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Anson Sobers is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. 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 combines non-discretionary and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.