Adam Foster is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jonathan Ruzzo is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including DoorDash, Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and Brown Smith Wallace. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

David Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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, operating under a fiduciary standard.

Braxton Crabtree is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles at Vantage Credit Union and Wells Fargo Clearing Service. He also spent five years at the University of Missouri St. Louis. Crabtree's other business activities include a financial institution duty at Vantage Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology tools while maintaining oversight of substantial discretionary assets.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Mcgrew holds Series 63 and Series 65 licenses. He is also involved with CSE Strategy Partners, a group focused on advertising, client events, and product generation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers. The firm offers a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and risk assessments to construct tailored portfolios.

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, having previously worked at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. Outside of her advisory work, she serves as treasurer for a nonprofit organization, 3:16 Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Emily Donaldson is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Spire Investment Partners and RFG Advisory, LLC. Emily is based in Wildwood, Missouri. Mass Mutual 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 to deliver goal-based recommendations.

Elaine Gwin is a financial advisor at Edward Jones with nine years at the firm and a total of four years of industry experience. She holds the Series 66 designation and previously worked at Creatives on Call for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. 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 supported by a nationwide network of more than 23,700 financial advisors.

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Robert Berry II is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial since 2021 and concurrently has been involved with the City of Ballwin since 2015. 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 advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

Eric Myers is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he serves as a deacon at Heritage Presbyterian Church in Eureka, Missouri, where he assists with property maintenance and supports mercy cases. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Stacey East is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Charles Schwab since 2021 and previously spent five years at TD Ameritrade. 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 offers a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

James Akers is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. Akers is based in Ellisville, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Ackerman is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Saxony Securities, and Equitable Distributors. Outside of his advisory role, Ackerman coaches soccer and basketball in the Chesterfield, MO area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 registrations and 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Farmers Insurance, and State Farm. He also operates Joggerst Financial Group, an insurance agency based in Missouri. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Gentiana Owen is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2003. 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 offers 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.

Jeffrey David Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has been with LPL Financial since 2017 and also has a concurrent affiliation with National Planning Corporation since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

James Szafranski is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 12 years. He has also partnered in Medley Partners, LLC, a business formed to manage liability related to real estate leasing for a Raymond James branch. 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 charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.