Evan Willie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with Mass Mutual Investors Services since 2025 and previously worked at MassMutual Life Insurance Company beginning in 2024. Outside of finance, he has experience in the hospitality industry, including ongoing work at Harpo's Bar and Grill. 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, using firm-approved tools to develop collaborative, annual planning relationships without discretionary authority.

Joseph Schnitzler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Stifel for nine years. He is president of Schnitzler Wealth Partners, a business through which he provides financial and investment guidance to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a broad advisor network with specialized municipal and SIMPLE IRA advisory offerings.

Logan Offner is a financial advisor at Mass Mutual Investors Services in Chesterfield, MO, with six years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2019. Prior to that, he was employed at the University of Central Missouri from 2015 to 2019. Offner is also the owner of Offner Wealth Group, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and offering event-driven planning programs.

Beth Wiggins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of experience at the firm. She is also the owner of a 160-acre farm in Northeast Missouri, which she shares for crop income and leases hunting rights. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies, managing over $1 trillion in assets and supported by a nationwide network of more than 23,000 financial advisors.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at M&K Financial Services and PFS Investments, as well as experience outside finance in the restaurant and service industries. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, supported by a network of nearly 3,700 financial advisors and managing approximately $15.5 billion in assets.

Julie Devine is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Andrew Browne is a financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He holds the ChFC® designation as well as Series 66, 63, and 65 licenses. Prior to joining Edward Jones as a financial advisor in 2025, he worked for the Edward Jones Trust Company for 18 years. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Michael Kickham is a CFP® with 43 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial, The Retirement Group, FSC Securities Corporation, and Porter & Kickham, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Mark Clardy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, JCW Recruiting, and the Reinsurance Group of America. Outside of advising, he owns MGEW Investments LLC, a real estate rental business managed by a third party. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and additional financial services beyond traditional advisory offerings.

Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Jennifer Barbey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she owns and manages several business ventures including Barbey Wealth Management and Strategic Wealth Management, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Dana Chatman is a CFP® certificant with 17 years of industry experience, currently practicing at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2006. Outside of her advisory work, she creates custom t-shirt designs for friends and family through a small personal venture called Designs by DC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Frierdich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Owl Health, Relias, and Swank Healthcare. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations, with implementation requiring separate arrangements.

Brandi Aspden is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2025, she spent 13 years at TIAA-CREF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and solutions supported by a large nationwide network of advisors and branch offices.

Margaret Paspalas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Edward Jones 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 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 under a fiduciary standard.

Meredith Meyer is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management and Scottrade. Outside of finance, she owns a small business producing and selling dips at farmers' markets and festivals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Bradley Orr is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He is currently with Edward Jones in West Palm Beach, FL, joining the firm in 2025 after roles at Truist Investment Services and other firms. His background includes experience in both investment services and health-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Kadlec is a financial advisor with Edward Jones in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 23 years with Edward Jones. 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 strategies, separately managed accounts, and affiliated mutual funds.

Sason Jadali is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Truman State University and Diode Dynamics. Outside of advising, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.