Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Wells Fargo Clearing, Prudential Equity Group, and Securities America Advisors. Outside of his advisory roles, he provides small business consulting and tax preparation services, including federal and state returns for individuals and various business entities, and serves occasionally as a notary public. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports discretionary and advisor-managed strategies along with third-party manager selections.

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Engert Jr. is a financial advisor with Edward Jones in O’Fallon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Engert maintains an inactive real estate license in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.