Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &PARTNERS in Saint Louis, MO. He has worked at Wells Fargo Clearing Services LLC for nine years and previously spent two years at Commerce Bank. &PARTNERS serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services through dual registration, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Christopher Hooker is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, Hooker serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a combination of proprietary models and third-party managers, operating both as a broker-dealer and registered investment advisor with a variety of fee structures and service offerings.

Abby Shemeld is a CFP® professional with four years of experience at Creative Planning and prior experience at Paradigm Financial Advisors and PricewaterhouseCoopers LLP. She is based in Des Peres, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 48 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Melissa Yost is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has previously worked at Paradigm Financial Advisors, Pi Beta Phi Fraternity for Women, and Argos Family Office. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

Justin Dulle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual and DoorDash. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and periodic rebalancing, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Deborah Sante is a CFP®-credentialed financial advisor with 12 years of industry experience. She is currently with &Partners, LLC, where she has worked since 2023. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Benjamin F Edwards & Co. &Partners serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, using both proprietary models and third-party manager solutions, and offers a range of services including financial planning, ERISA consulting, and investment banking.

Holly Harris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Shawn Hellmann is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has an ownership interest in a rental property in Mesa, AZ. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and offers additional services such as tax-efficient portfolio management and securities-based lending.

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

Michael Shaeffer is a CFP® and Series 66-registered financial advisor with Edward Jones, based in St. Louis, MO. He has 12 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates a large national network of financial advisors and branch offices, offering discretionary and non-discretionary strategies as well as tax-efficient services under a fiduciary standard.

Matthew Hohman is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in St. Louis, MO, he is part of a large network of advisors within the firm. 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 manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Fletcher is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Yount is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and emphasizes a fiduciary standard in its advisory services.

Jason Sales is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2013. He has 12 years of experience in the industry. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Gentry is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at MassMutual Investors Services, MassMutual Life Insurance, and Metlife Securities. He is also a 25% owner in the food and beverage portion of an event center in Wentzville, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide discretionary and non-discretionary investment management.

Cynthia Pistorius is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 22 years of industry experience. She has been with Edward Jones since 1995. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.