Evan Russell is a financial advisor at Edward Jones with 18 years at the firm and 15 years of industry experience. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea Phillips is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Vantage Credit Union. In addition to her advisory role, Phillips provides tutoring services to college students and industry professionals through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs within a dual-registered advisory and broker-dealer framework.

Matthew Wampler is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a rental property in O'Fallon, MO. 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 options, operating under a fiduciary standard.

Jermaine Tart is a financial advisor with Wells Fargo Advisors in Florissant, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, supported by Wells Fargo research and planning tools.

Michael Kennon is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience, all with Edward Jones since 2013. 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 strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shawn Gibbs is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and concurrently serves in the U.S. Army Reserve, a role he has held since 1993. 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, supported by a large network of financial advisors and branch offices nationwide.

Christian Malley is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2010. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

Corey Weinberg is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, with a brief tenure at Martin Equipment and roles connected to Butler University prior to that. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Cooper is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Susan Beckmann is a financial advisor at Edward Jones with 22 years of industry experience. She has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. 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 strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Benjamin Thompson is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. 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 strategies supported by a large network of financial advisors and branch offices.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Paige Gonzalez is a financial advisor at LPL Financial in Florissant, MO, holding a Series 66 designation with five years of industry experience. Prior to joining LPL Financial in 2025, she worked for Edward Jones for nine years and KPMG US for two years. She is involved with RetireStrong Financial Advisors LLC and offers tax preparation and accounting services through retirestrong planners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

William Vanronzelen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having nine years of industry experience. His career includes prior roles at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.

Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes six years with Wells Fargo Clearing and related affiliates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also serves as a commodity pool operator registered with the CFTC.

Thomas Borich is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including Stifel Nicolaus, Raymond James Financial Services, and Scottrade. Kreder is based in Saint Peters, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.