Kevin Moore is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 registrations. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in retail and service roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model combines non-discretionary client guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by in-house research and alternative investment options.

Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment due diligence.

Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Daniel Wren is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Sound Income / Retirement Income Source. Outside of his advisory role, he is involved with Octave Commercial, LLC, a non-investment real estate entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.

Vincent Raimondi is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Merrill and previously held roles at SAP and Accenture. Raimondi serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Alexander Ottinger is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 designations and having nine years of industry experience. He has worked with Ameriprise since 2016, currently based in Weldon Spring, MO. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on delivering written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Teresa White is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Financial in 2019. In addition to her advisory role, she serves as a FINRA arbitrator. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both proprietary and third-party research to support discretionary and non-discretionary management strategies.

Ethan Bowers is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Bank of America, Merrill, and TD Ameritrade. His background includes roles in both financial services and other sectors such as Amazon and California Pizza Kitchen. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Dennis Hunt is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Outside of his advisory role, he manages residential rentals for family members. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.

Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.

Caleb Sanders is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at United Planners and Tribute Financial and serves as a worship pastor at Reclaim Christian Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.

Michael Baryo II is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked with Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. 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 and investment strategies, managing approximately $1.01 trillion in assets.

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.