Breianna Klein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at WTW and has a background that includes community involvement, such as providing softball coaching lessons to children in Kirksville, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,700 financial advisors.

Andrew Herr is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity and Everbank Wealth Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements and various programs including wrap and money-manager services.

Michael Williams is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. 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 through a nationwide network of more than 23,700 financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Mackoul is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he serves as a volunteer priest. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Marissa Stegmann is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at ADP, Siemens, Cintas, and Enterprise Rent-A-Car. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations tailored to clients’ needs.

Cynthia Berry is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Kevin Miller is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is an author who has written a book that is planned for either movie rights sale or eBook publication on Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Global Investment Committee’s research to assist clients.

Brian Schmuke is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent for individual life and group life/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven tools to support annual, collaborative planning engagements and provides specialized offerings such as divorce planning and employer-sponsored programs.

Alexander Roy is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and an earlier tenure at UBS. He also has a background in academia, having worked at Hannibal LaGrange University for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and alternative product distribution.

Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. 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 over $1 trillion in assets and offers a range of investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.

Noah Luebbehusen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, UBS Financial Services, and teaching roles at Wabash College and Jasper High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its offerings, operating at a large scale with more than 14,000 financial advisors.

Grayson Ram is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at PJ's Wine & Liquor and Cornerstone Wealth Management. 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 range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Katie Johnson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and Mercy Health. She also has experience outside finance, including employment at Main and Mill Brewing Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.