Matthew Haffer is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and MSMF Wealth Management. He is also involved as a client service associate at MSMF Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Wombles is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors in 2026. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of third-party asset managers, endorsed advisory programs, and firm-offered solutions to deliver tailored investment approaches.

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and seven years of industry experience. Her career includes roles at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. She serves as treasurer and volunteer for 3:16 Ministries, a nonprofit organization. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, pensions, and charitable organizations. The firm offers multiple platform options, proprietary model strategies, and access to third-party advisers.

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. 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 solutions supported by a large national network of financial advisors and branch offices.

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.

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.

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

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.

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and 27 years of industry experience. She has been with Ameriprise and its predecessor firms since 1998. Outside of advisory work, she has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include long-term positions at FSC Securities Corporation and Butler Associates Financial Planners, Inc. He is involved with Shore Group Advisors LLC, a firm focused on the sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting a range of strategies delivered via affiliated broker-dealer and RIA relationships.

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Justin Koch is a CFP® professional with five years of industry experience, currently working at OSAIC since 2023. His prior roles include positions at Fsc and Butler Associates Financial Planners, Inc. He holds a Series 66 designation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and utilizing a complex affiliate network and private-equity ownership.

David Huelster is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm has a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Tedd Schlereth is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory work, he has business ownership interests unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and tools within a managed account framework.

Jonathan Schwendeman is a Certified Financial Planner® (CFP®) and holds a Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Cohen is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Before his current role, he worked at TD Ameritrade and spent 15 years at the St. Louis County Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.