Susan Wintermute is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2019. Prior to joining Merrill, she spent 15 years at Granite Transformations of St. Louis. Outside of her advisory role, she serves as co-trustee of The I.E. and V.R.K Better Living Trust in Wildwood, Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Taylor is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He is based in Maryland Heights, MO. Outside of his advisory role, Taylor serves as Cub Master for Cub Scout Pack 103 in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Brett De Nap is a financial advisor at Edward Jones in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has been with Edward Jones since 2026 and has prior experience at McKendree University and involvement with local hockey organizations. Brett also operated Brett DeNap, LLC from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2002, primarily based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large national presence with a broad network of financial advisors and branch offices.

Brendan Skinner is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has one year of industry experience and previously worked at Archford Capital Strategies for eight years. Before his financial career, he was involved with the University of Michigan football program for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and sports and entertainment, using proprietary research and tools to develop tailored recommendations.

Sarah Speno is a Series 66 licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 18 years of industry experience and has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Karen Young is a financial advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Karen focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. She earned her Bachelor's Degree from Missouri Baptist University.

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

William Stoner is a financial advisor at UBS Financial Services with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

John Fitzgibbons is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 1999 and also works as a board operator for Missouri Sports Radio, devoting several hours weekly to this role. Additionally, he serves as an instructor and umpire for softball games in St. Charles, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Anh Le is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He is the president of Anh Le CPA LLC, providing tax and accounting services, and owns Midwest Tax Resolution Center and Le Financial Associates, focusing on tax solutions and financial guidance. Outside of his financial work, he is a trustee of the Compassionate Buddha Temple and a member of the Rotary Club of Fairview Heights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform that includes affiliated and third-party managers.

Robert Bagby is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns an RV rental and storage business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Eads is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His prior work includes roles at Major Brands/Breakthru Beverage and Academy Sports + Outdoors LTD, as well as time spent at Quincy University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Beyond Wealth Advisors, Raymond James, and American Century Investment Services. She is also involved with The Opus Group, where she serves as a financial advisor focusing on insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.

Meghan Black is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Mark Munsterman is a financial advisor with Edward Jones in Town & Country, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a shareholder in Hawgeyes LLC, an LLC formed to purchase Cardinals tickets. 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 advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Martin Nadeau is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with United Planners' Financial Services of America, Securities America, and Investacorp, Inc. In addition to his advisory role, Nadeau is involved in tax preparation and accounting through Tribute Tax and Accounting and serves as an insurance agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Patrick Walker is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial planning professionals dedicated to delivering personalized care to each client. His leadership role focuses on overseeing branch operations and guiding his team to meet the high standards set by Fidelity. Patrick has extensive experience within Fidelity Investments, having served as Vice President, Regional Planning Consultant from 2021 to 2026, Financial Consultant from 2017 to 2021, and Investment Consultant in 2017. Prior to joining Fidelity, he gained experience as a Project Manager Analyst at Commerce Bank from 2015 to 2016, Financial Advisor at UBS from 2013 to 2015, and Licensed Banker at Wells Fargo from 2011 to 2012. Outside of his professional responsibilities, Patrick enjoys attending concerts and traveling.

Allison Imbriglia is a CFP® and ChFC® with 11 years of industry experience. She is currently with LPL Enterprise and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Imbriglia is a co-founder of Front Porch Financial, an affiliated business related to her LPL activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and other entities through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Timothy Marsh is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.