Scott Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is a member of Grand Cedar Creek, LLC, a second home managed as a rental property in Beaver Creek, CO. 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 services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Tricia Becker is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2018, including roles at MSMF Wealth Management and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party investment options.

Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been 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 analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joshua Hughes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision LLC, where he manages meetings and acts as the main point of contact. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Jacob Renfrow is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held roles with the University of Missouri-St. Louis and UMSL Athletic Department. Renfrow serves as a board member of the Affton-Lemay Chamber of Commerce, where he participates in community events and committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services designed to address a wide range of client needs.

Elijah Macias is a CFP® with three years of experience in the financial services industry. He is currently affiliated with Cetera and MSMF Wealth Management. His prior work includes roles at USAA and GM Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

Andrew Trapp is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Clayton and Crume, Western Kentucky University, and The Job Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliated firms since 2023. Outside of his advisory role, he serves as an assistant coach for the 2011 youth ice hockey team with the St. Louis AAA Blues. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option known as “WealthPlan.”

Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and 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 high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Bell is a financial advisor at Edward Jones in Hillsboro, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2014. 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 national network of financial advisors and branch offices.

Dale Myers II is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO, and has 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Jacqueline Stevens is a Series 66 licensed financial advisor at Raymond James Financial with three years of industry experience. She has been associated with Raymond James Financial and its affiliate since 2021 and has a background working within the Lindbergh School District since 2013. Outside of her advisory role, she works as an associate at Simon Financial Group, where she handles client communication and trade execution. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm utilizes a non-discretionary approach tailored to client goals and incorporates advanced analytical tools and risk profiling in its advisory services.

Cody Reading is a CFP® professional with 18 years of experience, currently serving at Cetera and MSMF Wealth Management in St. Louis, MO. He has been with these firms since 2008, focusing on wealth management and retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

Tom Domian is a financial advisor at Edward Jones with 31 years of industry experience. He has held his current role at Edward Jones since 1993. Outside of his advisory work, he serves as secretary for the Kirkwood United Soccer Club in Kirkwood, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Matt Bucher is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in St. Louis, MO, and has spent his entire industry career 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Amy Sherrer is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses firm-provided tools and third-party platforms to construct diversified portfolios that can include various asset types and management options.

Matthew Lorio is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and six years of industry experience. He worked at Citibank for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, 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.