Keith Perry is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Perry has involvement in bookkeeping for an unrelated real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, external subadvisors, and various technology tools.

Victor Mccool is a financial advisor with LPL Financial in Wentzville, MO, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates McCool Financial Group as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank beginning in 2014. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Martin Tobben is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

James Rudd is a CFP®-certified financial advisor with Edward Jones, based in O'Fallon, MO. He has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with three years of industry experience. His prior roles include positions at Synergy Wealth Solutions and a four-year tenure at the University of Kansas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, focusing on asset allocation and comprehensive financial planning analyses.

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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, using proprietary research and tools to develop tailored recommendations.

Zachary Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Securities America Advisors, and Investacorp Advisory Services. Outside of advisory work, he is involved in general construction and sells 3D printed products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, supported by proprietary and third-party research and technology.

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Andrew Clary is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Washington, MO, he is also involved in local business ventures including co-ownership of a snow cone business and property management companies. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Eric Robert is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Prior to joining Stifel, he worked at Emmis Communications for 13 years. He is also an on-air personality hosting talk radio shows with Epic STL, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Justin Sincox is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is a member of Apfel, LLC, a log milling business in Marthasville, MO. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Justin Urbanowicz is a Series 66-licensed financial advisor with Edward Jones in St. Charles, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Taylor Stockdale is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2020, Stockdale held positions in various roles within the salon and hospitality industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that include financial planning and asset allocation guidance based on a proprietary methodology developed by its Investment Strategy Group.