John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, Missouri. 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, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Christopher Radzom is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at First Mid Bank & Trust, Raymond James Financial Services, and Commerce Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to deliver tailored retirement planning advice.

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.

David Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets 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.

John Dooley is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and STL Wealth LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

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 Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of her advisory role, Riley participates in a high school booster club, assisting with fundraising and program administration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, having previously worked at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. Outside of her advisory work, she serves as treasurer for a nonprofit organization, 3:16 Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

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. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, Charles Schwab, TD Ameritrade, and Scottrade. Outside of finance, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing plans, corporations, and charitable organizations.

Brienne Moyer is a Series 66 licensed financial advisor with LPL Financial in Wentzville, MO, with seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Vantage Credit Union and Freedom First Federal Credit Union. Moyer is involved in administrative and support roles related to investment services for credit union members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven portfolio management solutions.

John Beaudoin is a CFP®-certified financial advisor with Ameriprise in Cottleville, MO, bringing 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of his advisory work, he co-owns JABMB LLC, a business that assists with operations and succession planning for financial practices. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emily Donaldson is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Spire Investment Partners and RFG Advisory, LLC. Emily is based in Wildwood, Missouri. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver goal-based recommendations.

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.

Elaine Gwin is a financial advisor at Edward Jones with nine years at the firm and a total of four years of industry experience. She holds the Series 66 designation and previously worked at Creatives on Call for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

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.

John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple industries including electrical distribution and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and extensive affiliated services.