Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Timothy Souhrada is a financial advisor with Ameriprise in Eureka, MO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns Trusted Microelectronics LLC and assists with financial auditing and money counting for Genesis Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Denner is a Vice President and Resident Director at Merrill Lynch Wealth Management in Chesterfield, Missouri. Since joining Merrill in 2017, he has focused on providing wealth management services to physicians, business executives, small business owners, and their families. He partners with a team of experienced professionals to deliver personalized strategies aimed at helping clients meet their financial goals and objectives through integrated wealth planning and portfolio management. Dan’s expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income, special needs planning, and portfolio management services. He emphasizes anticipatory service, clear communication, and a detailed understanding of clients’ financial situations to develop flexible, tailored strategies. Dan holds a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Outside of his professional role, Dan resides in Ellisville, Missouri, with his wife Kristi and their four sons. He dedicates time to volunteering with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis. His personal interests include music, golf, biking, woodworking, and camping in their RV.

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1980. Outside of her advisory role, she is involved as a member of Legendary Properties LLC, occasionally assisting with clean-up and yard work projects. 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, supported by a large network of financial advisors and branch offices nationwide.

John Brooks is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. Outside of his advisory role, he is a manager of B4 Posh Farms LLC, a business entity for tax and investment purposes. 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 portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using a variety of strategies and research tools.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Hobson is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2021. Prior to that, he held roles at TD Ameritrade, Uber, and Central Credit Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Danielle Darling is a Series 66-registered financial advisor with LPL Financial, based in Saint Albans, MO, with eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has worked as a film extra. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Loewenstein is a CFP® and ChFC® with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Northwestern Mutual Wealth Management Company and its related entities. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office he owns. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.