Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Patricia Stout is a CFP®-certified financial advisor with Edward Jones, where she has worked for 18 years. She holds the Series 66 license and is based in St Peters, MO. 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 solutions, maintains a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than 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, supported by a network of roughly 23,701 financial advisors nationwide.

Mark Murray is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Amy Riley is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Raymond James Financial Services, and Strategic Advisors LLC. She is involved with a booster club supporting the dance program at Francis Howell High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Jason Schoppenhorst is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and with Thrivent Investment Management since 2011. 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 financial planning, covering a broad range of topics, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Justin Miller is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisor role, he owns and operates two support companies, CAKKS Financial LLC and Fireside Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business where he produces medical prescription data reports. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brienne Moyer is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and has also worked with Vantage Credit Union since that time, following two years at Freedom First Federal Credit Union. Moyer assists with investment services and administration for credit union members as part of her role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

Shane Myers is a CFP® professional with 16 years of experience in financial advising. He has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets through its nationwide network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 under management 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.

Amy O Neill is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2015 and was previously associated with One Financial Group from 2018 to 2021. Outside of her advisory work, O Neill is CEO and branch manager of two support companies, One Financial Group and Schneider Asset Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using quantitative tools and supports municipal and public-finance work through a unique institutional affiliation.

Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2001. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities America Inc. for 19 years and has been involved with Financial Transitions, LLC since 2007. Outside of his advisory role, he provides small business consulting and prepares federal and state tax returns for individuals and entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers comprehensive brokerage and advisory services, incorporating advanced asset-allocation tools and third-party investment solutions.

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.

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Stephanie Grimm is a financial advisor with Edward Jones in St. Charles, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 under management through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.