Eric Wood is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in Wentzville, MO, Wood has spent his career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including diverse client types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. 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 programs and investment strategies supported by a large national network of financial advisors and branch offices.

Martin Nadeau is a financial advisor with LPL Financial in Wentzville, MO, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America and Securities America, as well as operating his own advisory practice since 2001. Outside of advisement, he is involved in tax preparation and accounting services through Tribute Tax and Accounting in Connecticut. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and advanced technologies across discretionary and non-discretionary management.

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, 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 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.

Bruce Jones is a financial advisor with Cetera and holds Series 66 and Series 65 licenses. He has 22 years of industry experience, including roles at Avantax Insurance Agency LLC and Jones Wealth Management. In addition to his advisory work, Jones is a CPA and member of Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser 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 diverse portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Ashli Estes is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Kevin Daniels is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at various firms such as United Planners' Financial Services of America and SECURITIES AMERICA, Inc. Outside of financial advising, he serves as chairman of the board of a nonprofit organization, Reclaim Christian Church. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. 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 maintains a large network of financial advisors and branch offices across the United States.

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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.

Audrey Mcmillen is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following two years at Securian Financial Services and related entities. Prior to her finance career, she was employed at Pella Windows & Doors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kathryn Lamar is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Tanya Sheils is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Fidelity in various roles since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its registration as a commodity pool operator and its role in delivering model portfolios using systematic methodologies and AI-driven research.

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. Smith also supports Vantage Credit Union in the administration of IRA and deferred compensation services. 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, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.