Michele Mehrtens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Company, Inc. for 13 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a variety of investment strategies through fee-based wrap programs, financial planning, and retirement plan consulting, supported by several hundred advisors managing tens of billions in assets.

Timothy Moran is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 14 years with his current firm. Outside of his advisory role, he serves as trustee for the Irma Moran Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a range of strategies monitored and rebalanced by an Investment Strategy Committee.

Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for seven years before joining Independent Financial Group in 2022. Outside of advising, Steinkamp is involved in entrepreneurial activities including owning STL Spirits LLC, which arranges the purchase and retail sale of bourbon barrels, and he is also a musician. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing accounts on discretionary and non-discretionary bases with a national network of several hundred investment adviser representatives.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

William Davis is a CFP® with 13 years of industry experience, currently serving at Private Advisor Group, LLC since 2020. Prior to this, he worked for Archford Capital Strategies from 2015 to 2020. He holds a license to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting multi-custodian reporting and execution.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. 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 and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, Illinois, and has nine years of industry experience. He has been with Edward Jones for ten years and previously worked at The Orchards Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Christopher Howard is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the CFP® and CFA® designations along with the Series 66 license. Prior to joining Equitable Advisors in 2026, he worked for Stifel Independent Advisors, LLC from 2010 to 2026. Howard is also a partner at Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing a range of advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC from 2016 to 2018. He is also the owner of Decision Coaching, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.

Alexander Johnson is a financial advisor with Edward Jones in Mehlville, MO, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., in addition to multiple periods at Edward Jones. Outside of his advisory work, he has ownership interests in a telecommunications company and an online retail store focused on sports cards and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated capabilities such as a trust company, and a fiduciary standard in advisory services.

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. 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 entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. 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 investment advisory programs and maintains a large national network of advisors and branch offices.

Scott Seek is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 credential. Outside of his advisory role, he serves as president of the Jefferson County Tourism Commission and is involved with a local flying club, Cloud Seekers of Jefferson County LLC. He is also a county councilman in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michelle Chapman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients by providing full-service wealth management, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Christopher Meyer is a financial advisor at Edward Jones with 16 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at LPL Financial from 2011 to 2017. Meyer holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.