Elliott Hegger is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in various positions including at T-Mobile, FedEx, DoorDash, and UPS. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services, offering a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Christopher Behr is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 65 designations 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 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 and investment solutions under a fiduciary standard.

Matthew Dirks is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Oscar Health Insurance, WebAge, Nuvei, and IBM. He also serves as an online professor at Arizona State University, where he teaches a course on User Information Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies 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.

Tom Reynolds Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise in Saint Louis, MO. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting and expense management business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that integrate research, modeling, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Killian is a Series 66 licensed financial advisor with Edward Jones in Saint Louis, MO, where he has worked since 2013. He has 12 years of industry experience. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Presnell is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Julie Winkler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones in St. Louis, MO, since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Julie Harris is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2003, totaling 23 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joshua Steele is a financial advisor with Edward Jones in Saint Peters, MO, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Edward Jones since 2013. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Casey Whalley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2003. Whalley also serves as a FINRA non-public arbitrator, participating in dispute resolution processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Lodes is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with LPL Financial since 2012 and has managed Cornerstone Wealth Management, LLC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party providers.

Joseph Behl is a CFA® charterholder and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001 and previously worked at Morgan Stanley Dean Witter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brady Westphal is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1992 and holds Series 63 and Series 65 licenses. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as ongoing annual relationships that focus on clients’ goals using firm-approved analytical tools.

George Ballard is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Inc., Scottrade, Inc., and Total Quality Logistics. Outside of his advisory work, he sells sports trading cards on eBay. 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 management supported by centralized custody and operational infrastructure.

Jill Jacoby is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015, accumulating seven years of industry experience. In addition to her advisory role, she has been involved with the St. Louis Art Museum since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary 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 branches.

Brett Wolf is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2015 and previously worked at the University of Missouri-St. Louis. Outside of his advisory role, he is associated with Cure8 Ventures, a health and wellness venture capital firm in St. Louis. 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 operates a nationwide network of more than 23,700 financial advisors.

Maureen Flanagan is a Series 66 licensed financial advisor with 16 years of industry experience, currently with LPL Financial since 2021. Her prior roles include work at Stl Wealth LP and Jeremiah Dellas, as well as involvement with the Women & Leadership Advisory Council. She also serves as an agent for Crump & AOCP, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

James Mc Carthy is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade. Outside of his advisory work, he drives customers for Uber on weekends. Charles Schwab 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 separately managed accounts and provides integrated custody, brokerage, and advisory services.

Eric Koestner is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved in a personal real estate venture through an LLC formed to jointly purchase a property in Webster Groves, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.