Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Borich is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 designations and 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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 with LPL Financial in Saint Peters, MO, holding Series 66 and Series 63 credentials and 24 years of industry experience. Her career includes roles at firms such as Stifel Nicolaus, Raymond James Financial Services, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with capabilities including model portfolios, third-party asset management, and institutional platforms.

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Michael Belville 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 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Edward Jones since 1995. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jon Nelle 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 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.

Grayson Ram is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. His prior roles include positions at Cornerstone Wealth Management and PJ's Wine & Liquor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with 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 is recognized for its extensive retail advisor network and affiliated financial services.

Christian Bradford is a financial advisor at Merrill with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Bank of America, Wells Fargo Clearing Services, and Fisher Investments. Outside of his advisory role, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory work, he volunteers with Pathways to Independence. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Bradley Meyer is a financial advisor at Edward Jones with Series 66 and Series 63 registrations and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Meyer is involved in managing several family trusts and recreational properties in Missouri and Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and has prior work history including positions at Waddell & Reed, Inc. and various insurance agencies. Outside of advisory work, Rose has been involved in several business entities including a food service venture and a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and various affiliated financial services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. Charles Schwab 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 a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Kevin Gaylord is a financial advisor with Charles Schwab in Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Scottrade, Inc., TD Ameritrade, Inc., and various Charles Schwab entities since 2004. 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 multi-asset model portfolios supported by centralized supervision and operational integration.