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.

Christian Burrus is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has worked as a driver for rideshare and meal delivery services in the Saint Peters and Saint Charles, Missouri areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Jane Ising is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 1997. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Magistri is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he works part-time as a bartender at Vetta Sports in Ballwin, MO. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branches.

Nicholas Navin is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Chelsea Henderson is a financial advisor at Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a broad network of financial advisors and branch offices nationwide.

Molly Kleiber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Her prior roles include work with the Saint Louis Cardinals, Accelerate Education, Chicken N' Pickle, Saint Louis University, LULULEMON, and the Wentzville R-IV School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

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.

Brandon Reuther is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he owns and manages several rental properties and related real estate businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

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.

Erica Rosenberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Maryland Heights, MO. Outside of her advisory role, she is involved with Camp Sabra in Rocky Mount, MO, where she participates in retreat staff activities, and she volunteers as an advisor liaison for the nonprofit BBYO, coordinating social events and supporting new volunteers. 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 strategies, and provides services under a fiduciary standard supported by a large national network of financial advisors and branch offices.

Joseph Volz is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he officiates high school football games in St. Charles County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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, and operates under a fiduciary standard when providing its 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.

Jeffrey Portman is a financial advisor at LPL Financial in St. Louis, MO, with 19 years of industry experience. His prior roles include positions at Gemini Wealth Group and Waddell & Reed, Inc. Outside of finance, he has been involved with Do-Rite General Contracting since 2000. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a Series 66 licensed financial advisor with Edward Jones, based in St Charles, MO, with three years of industry experience. Barstow has been associated with Edward Jones since 2014. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Hans Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Vantage Credit Union since 2008. Smith is also an author currently writing a book unrelated to investing. 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 a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.