Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

A Longenecker is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Raymond James in 2015, Longenecker worked at Edward Jones for 16 years. He also owns a support company, Mission Financial, a non-investment-related DBA based in St. Peters, MO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and maintains notable municipal advisory capabilities and specialized programs like its SIMPLE IRA Employer Advisory & Consulting Services.

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a financial institution service organization affiliated with Vantage Credit Union. Additionally, he holds senior leadership roles at Vantage Credit Union, including Chief Growth & Revenue Officer and President of CUSO Operations. 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 wide range of financial planning, model portfolios, third-party asset management, and institutional advisory platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.

Timothy Reeves is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, U.S. Bancorp Investments, and Signator Investors. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

Paul Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with LPL Financial since 2011 and also has a longstanding connection with Bank of Old Monroe. Edwards operates under the trade name Old Monroe Investment Services. 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 provides a range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Mary Alsup Niedergerke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long-term association with First State Bank of St. Charles dating back to 1990, alongside 30 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research models and third-party strategies.

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. 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 operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Brian Horner is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked within Thrivent since 2023. Outside of his advisory role, Horner serves as a board member on the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for its Dedicated Planning Service.

Christian Goeke is a CFP® with 11 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Edward Jones, and managing his own business entities focused on tax and investment purposes. 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 investment management services through a large network of advisors, employing various portfolio strategies and technology tools to support client accounts.

Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Simmons Bank, PNC Investments, U.S. Bancorp Investments, and Wells Fargo Advisors. 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 services including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Bruce Jones is a financial advisor at Cetera with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Avantax Insurance Agency LLC, Jones Wealth Management, and Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Jones also owns Jones Wealth Management, a DBA through which he offers investment and advisory services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning solutions, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jacob Giaccotto is a financial advisor at Edward Jones in St. Charles, Missouri, holding a Series 66 designation with nine years of industry experience. He previously worked at Midland States Bank from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he sings in a Renaissance choir based in Sappington, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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 Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Kevin Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at Investacorp Advisory Services, Securities America, and United Planners' Financial Services of America. Outside of advisory work, Daniels is an author involved in book sales related to teaching and coaching, and he serves as chairman of the board for Reclaim Christian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports investment adviser representatives with extensive research, model portfolios, and technology tools, while providing access to various financial products and institutional platforms.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.