Christian Bradford is a financial advisor at Merrill with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Bank of America, Wells Fargo Clearing Services, and Fisher Investments. Outside of his advisory role, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. 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 with model-based and discretionary investment strategies.

Ryan Gridley is a financial advisor at Ameriprise in Chesterfield, MO, holding a Series 66 designation with approximately six years of professional experience across various roles including education and business growth. Prior to joining Ameriprise in 2025, he worked at Arsenal Business Growth and Maryville University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Eric Halter is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Daniel Gansler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since at least 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its services.

Adam Krieger is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advising role, he works as a baseball umpire for the Greater St. Louis Association of Umpires. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

Kristine Buelter is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 11 years prior to her current role. Outside of her advisory work, she performs appraisals on weekends and evenings with the Professional Appraisal Management Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Baltazar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America Private Bank, Citigroup, Merrill, and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and analytical tools to develop tailored financial plans while generally acting in an advisory capacity for clients.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory work, he volunteers with Pathways to Independence. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Timothy Young is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Sean Corley is currently a Planning Consultant at Fidelity Investments, where he works closely with clients to develop and refine financial plans tailored to their family's specific needs. In this role, he collaborates with clients to build comprehensive strategies and maintains open communication to ensure the effectiveness of their financial plans. Sean's experience at Fidelity Investments spans multiple roles since 2022, including Relationship Manager, Client Service Support Specialist 3, High Net Worth Service Associate, and Customer Relationship Advocate. This progression through various client-facing positions has provided him with a broad understanding of financial services and client relationship management. Outside of his professional duties, Sean has interests in cars, football, and movies.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and has prior work history including positions at Waddell & Reed, Inc. and various insurance agencies. Outside of advisory work, Rose has been involved in several business entities including a food service venture and a nonprofit organization. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and various affiliated financial services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. 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 a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a Series 66 licensed financial advisor with Edward Jones, based in St Charles, MO, with three years of industry experience. Barstow has been associated with Edward Jones since 2014. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jared Mora is a financial advisor with Edward Jones in Ofallon, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at US Bank from 2015 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Douglass is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial industry, including education and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.