Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Dennis Hunt is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages condo and house rentals in the St. Louis area to family members. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Andrew Dittberner is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and over 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is developing a cut-your-own Christmas tree business expected to launch within several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering 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 operates with a nationwide network of more than 23,700 financial advisors.

Francis Zimmermann is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and was with Pruco Securities, LLC until 2024. Zimmermann is involved in group health insurance sales and service with several providers including Anthem Blue Cross and Blue Shield. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and provides financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Mariana Durham is a Series 66 credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at 3 Spoons and Discover Financial Services. Mariana also has a background in academia from Baylor University. 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 with a broad nationwide network, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Shengbing Shao is a financial advisor with Charles Schwab in St. Charles, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes positions at TD Ameritrade, Beyondtrade Securities Inc., Global Kids English, and Scottrade Inc. Outside of his advisory role, he owns and operates A&B Retail, LLC, a retail business involved in importing products and managing supplier relationships. 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 offers a combination of non-discretionary and discretionary investment advisory solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Kevin Nash is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience. He has been with Edward Jones since 2012. 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 solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.

Catherine Kane is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC, an LLC established jointly for the purpose of owning a shared vacation property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Timothy Bolhafner is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation 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 programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sarah Brenker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones in St Charles, MO. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Krista Sjurson is a Series 66-registered financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience, all of which have been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Fengjia Liu is a financial advisor at Edward Jones with eight years of industry experience. Liu holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he serves as a PSYOP Officer in the United States Army Reserve, where he plans and supervises training and operations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Major is a financial advisor at Edward Jones with nine years of experience at the firm and a total of three years in the industry. He holds a Series 66 designation and previously worked at K-Force and Primerica. Outside of his advisory role, he operates a small family roofing business on a referral basis. 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 strategies, SMAs, and affiliated mutual funds, and maintains a large network of financial advisors and branch offices nationwide.

Nicholas Gibson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIBC Bank USA, Cetera Investment Services, and Regions Bank. Outside of his advisory role, he volunteers as a youth baseball coach with the US Nationals Baseball Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Daniel Portman is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Edward Jones and Waddell & Reed, Inc. Outside of advising, he is involved with Modena Classic Cars, LLC, a non-investment related business. 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 range of advisory and brokerage services, including financial planning and access to multiple investment platforms and third-party asset managers.

Taha Tyebjee is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kellogg's and the University of Wisconsin-Madison, and was involved with Top Nosh, LLC for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of thousands of financial advisors and branch offices.

Khari Collico is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.