Tina Mapes is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Additionally, she serves as an adjunct instructor at Hannibal-La Grange University, where she facilitates online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.

Robin Marchbanks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at Cutter & Company, Inc. and Edward Jones. Outside of advising, he is a notary public and is involved in small business activities including a home inventory service and private investigation work. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Thomas Bindbeutel III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc. and roles in education at Truman State University and Liberty High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements without discretionary authority.

Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Lisa Leonard is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Securities America, Voya Financial Advisors, and Cetera Investment Services. Outside of her advisory work, Leonard volunteers on the education committee of Powell Gardens, participates in the Junior League of Kansas City, and is involved in genealogy and historical societies, including the Colonial Dames of America and the Daughters of the American Revolution. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Ethan Bazan is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, he worked in the food service industry, including positions at Hendel's Market Cafe and Doozle's Frozen Custard. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by centralized custody and a distinctive operational structure.

Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Patrick Aydt is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1984. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive financial guidance to businesses, individuals, and families. Patrick focuses on helping clients maintain their purchasing power, lifestyle, and dignity during retirement, offering expertise in retirement and education planning, risk-managed investing, portfolio management, tax minimization, and lending services through Bank of America, N.A. Patrick earned a Bachelor of Science degree from Kansas State University in 1978. Over his career, he has developed specialized knowledge in areas including family wealth management strategies, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He works closely with clients to coordinate financial plans with their CPAs and attorneys, ensuring alignment of tax and estate planning strategies. Patrick also participates in community organizations, serving as a board member and donor to The Repertory Theater of St. Louis and supporting the Missouri Botanical Garden. Outside of his professional duties, Patrick enjoys biking, dancing, golfing, hiking, reading, swimming, yoga, and spending time with his family. He resides in St. Louis and has been actively involved in local civic and charitable roles throughout his career.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a comprehensive multi-advisor platform.

Trevor Reese Jr. is a financial advisor at Edward Jones with 48 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones since 1978. 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. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Dale Hicks is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Outside of his advisory work, he oversees a property management company for a vacation home he owns. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Gregory Shepardson is a CFP®-certified financial advisor with over 30 years of industry experience, currently practicing at LPL Financial since 2021. His prior experience includes roles at Financial Legacy Associates, Royal Alliance Associates, and Veravest Investment Advisors. He is also a commissioned notary in the state of Missouri. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models, third-party subadvisors, and technology tools for research and operations.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo Clearing and U.S. Bancorp Investments. Diehl is a part owner of Panorama Wealth Partners, LLC, where he dedicates significant time during trading hours. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning among other specialized services.

Joseph Klug is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and nine 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 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 national network of financial advisors and branch offices.

Brittney Obrien is a financial advisor with Edward Jones in Lake St Louis, MO, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC, and has held roles outside finance including serving as a restaurant server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Julie Moriarty is a financial advisor with Equitable Advisors in Marthasville, Missouri, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of her advisory role, she is a certified yoga instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves risk assessment and matching clients to tailored investment programs, utilizing both proprietary and third-party asset management solutions.

Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. 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 offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.

Peter Lucier is a Series 66-licensed financial advisor with 26 years of industry experience. He currently works at OSAIC and has previous experience with firms including Securities America, Voya Financial Advisors, Prospera Financial Services, and UBS Financial Services. Outside of his advisory role, he serves as an administrator for D.L.D. Partners LTD, managing administrative and tax-related tasks for the partnership. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale and complex affiliate network.

Jeffrey Rogles is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at PRUCO Securities, LLC from 2006 to 2007. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from its Investment Institute and third-party sources.

Richard Hagedorn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2011. Outside of his advisory role, Hagedorn serves as vice president of the St. Louis chapter of the Society of St. Vincent de Paul, where he manages hotline calls and attends meetings. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions.