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.

Jared Mora is a financial advisor with Edward Jones in Ofallon, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at US Bank from 2015 to 2017. 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, operating under a fiduciary standard.

Jonathan Mueller is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and more than 40 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and investment consulting through various tailored, non-discretionary programs supported by an extensive network of research and portfolio management resources.

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.

Ryan Douglass is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial industry, including education and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.

Brittany Candler is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, TD Ameritrade, and Great Circle. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Christopher Kuhn is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Jeremiah Clark is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robinhood Financial, TD Ameritrade, and Scottrade. Clark is based in Maryland Heights, 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Yount is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Yount is also involved in insurance sales and operates through the Weems Insurance Agency, providing property and casualty insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm uses a variety of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses. She has 26 years of industry experience, all with Edward Jones since 2000. 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 tax-efficient services.

Sarah Politowski Hefner is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following four years at TD Ameritrade and four years at Scottrade. 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 operates a primarily non-discretionary client relationship model while offering access to discretionary separately managed accounts and integrates custody, brokerage, and advisory services within a large-scale, centralized operational structure.

Paul Wibbenmeyer is a Financial Advisor with Merrill Lynch Wealth Management, where he guides individuals, families, and small business owners through complex financial decisions. With over ten years of experience, he focuses on creating clear investment plans tailored to each client's unique goals, emphasizing disciplined strategies and long-term market participation. His expertise covers areas such as retirement planning, college education funding, legacy planning, managing new wealth, portfolio management, employee benefits, tax minimization, and small business strategies. Paul works closely with clients to develop and adjust financial plans that adapt to changing circumstances. Paul holds a Bachelor's Degree from Southeast Missouri State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys a variety of sports including baseball, biking, football, golfing, hiking, ice hockey, pickleball, and soccer, and values spending time with his family and traveling.

Elizabeth Beauboeuf is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Plancorp, LLC. Through a qualified spousal trust, she has an ownership interest in a local restaurant, The Haus Pizzeria & Bar, although she is not involved in its management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including portfolio management, mutual fund distribution, and capital markets solutions.

Stephen Baise is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jeanne Clark is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Miller is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a baseball and softball umpire for the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.