Joseph Coleman is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Equity Financial Services and First Allied Advisory Services. He serves as a trustee for the Floris B Hemker Private Foundation and the John L & Dorothy M Coleman Trust, and is a volunteer board member for Hope Vineyard Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Julianne Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of her advisory roles, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Patrick Mc Manus is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Edward Jones since 2002. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

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.

Andrew Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his financial advisory role, Reinitz 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 holistic, goal-based planning and allows clients to combine these plans with managed-account programs under a consolidated billing option while maintaining separate services.

Elijah James is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise and work at Missouri State University and the Columbia School District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven analysis to deliver personalized retirement advice through a centralized consulting team.

Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. 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 is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Monika Rana is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Bank of America and Merrill since 2004. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third‑party asset managers.

Eugene Stumpf is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of advisory work, he is involved in real estate land leases, including ownership interests in properties leased to a car wash and a restaurant. 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 financial advisors and branch offices nationwide.

Shane Bengtson is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, DeVoe & Company, and The Retirement Planning Group, Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Paul Goeke is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His career includes roles at U.S. Bancorp Investments, Ameriprise Financial Services, and Edward Jones, among others. Outside of his advisory work, he serves as a youth sports referee for the Catholic Youth Council in St. Louis, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supporting advisors through research tools and a broad network of services.

Daniel Carver III is a Series 66-licensed financial advisor with Ameriprise in Cape Girardeau, MO, bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he holds a real estate license and engages in a business unrelated to investment activities. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for clients holding Ameriprise-managed accounts.

Robert Gregory is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,000 financial advisors.

Juan Garza is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and leadership at Lighthouse Digital LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies as well as affiliated investment products and services.

Brett Hartmann is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Saint Louis, MO, and has three years of industry experience. Prior to joining Thrivent, he worked at Essex Industries and Ernst & Young. Outside of his financial career, Hartmann serves as President of the Church Council at Christ Memorial Lutheran Church and holds board positions with the Lutheran Development Group and the Hartmann Family Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without managing client portfolios directly.

Emily Foley is a CFP® and Series 66 credentialed financial advisor with over three years of industry experience. She is currently with Edward Jones in St. Louis, MO, where she has worked since 2022, and previously held roles at DeanHouston, Inc. and Price Hill Will. Early in her career, she participated in the Williams Scholar Program at Xavier University, working as an MBA office assistant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network, as well as affiliated offerings including trust services and proprietary mutual funds.