Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Kyle Webster is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Edward Jones in Collinsville, IL, where he has worked since 2022. Prior to that, he spent time at Raymond James Financial Services Advisors, Bank of America N.A., and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Russell Eilers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive, fee-based wealth planning services to affluent families and individuals, particularly those who own and operate large privately held businesses, medical practices, and farms in the St. Louis area. With expertise in areas such as education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies, Russell focuses on developing personalized financial strategies tailored to his clients’ long-term goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Russell earned his bachelor's degree from the Southern Illinois University System and a master's degree from Western Governors University. In addition to his advisory work, Russell is involved with the Susan G. Komen organization. His personal interests include adventure sports, boating, chess, fishing, golfing, music, and reading.

Harold Wathan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1982 and also has prior experience with TextParty Inc and Entertainment Partners. Outside of his advisory role, he has been involved in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a curated third-party asset manager approach and uses a tiered wrap fee structure for its services.

Deborah Hermerding is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, employing model-based and discretionary investment strategies designed for a range of clients including individuals, high-net-worth investors, and institutions.

Andre Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Home Bank and has had roles in family court intervention and community service with Lafayette Habitat for Humanity. 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, model portfolios, third-party asset management, and institutional platforms.

Timothy Mahnesmith is a CFP® certificant and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of advisors and branch offices.

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Emily Berkenbile is a financial advisor with LPL Financial, holding a Series 66 designation and having approximately two years of industry experience. She has previously worked at West & Company and Bank of Springfield. 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 financial planning, model portfolio programs, third-party asset management, and multiple institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Stanley Beltramea is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Reinsurance Group of America from 2020 to 2026 and held positions at TricorBraun, Mark Andy, and Armstrong Energy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

Hayden Schmidt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Troy, Illinois. His prior work history includes roles at Yokohama Tire Corp, Express Scripts Inc, and the Madison County Treasurer's Office. Outside of his advisory work, he assists with event coordination for a local wedding venue. 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 nationwide network of financial advisors and branch offices.

Jason Jensen is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Jensen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved planning tools and investment modeling techniques.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.

Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with multiple entities over his career, including Bcl Financial Management and Lexow Financial Services, and currently serves as president of BCL Financial Management Consultants, a third-party administration and pension services firm. He is also involved as a board member and volunteer with Nicol Enterprises, Saint Cecilia’s Catholic Church, and Country Club Manors Homeowners Association. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to various platforms, third-party advisers, and proprietary model strategies.

Joshua Smucker is a Series 66 credentialed financial advisor with Edward Jones in Troy, Illinois. He has 17 years of industry experience, including 19 years at Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chandler Bonta is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on empowering clients with the knowledge and tools to manage their financial lives effectively. Chandler holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Missouri System. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Katrina Amos is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Smith Barney division since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Isaac Taylor is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America and Discover. Merrill, together with 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, and institutional investors.

Sarah Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2016, she worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is a partner in FACT Group II LP, a company that owns investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network as well as municipal and public-finance work.