Brittany Candler is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Edelman Financial Engines since 2026 and previously held roles at Financial Engines Advisors L.L.C., Wells Fargo clearing Services LLC, TD Ameritrade, and Great Circle. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses. She has 26 years of industry experience, all with Edward Jones since 2000. 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 wrap fee strategies, separately managed accounts, and tax-efficient services.

Paul Wibbenmeyer is a Financial Advisor with Merrill Lynch Wealth Management, where he guides individuals, families, and small business owners through complex financial decisions. With over ten years of experience, he focuses on creating clear investment plans tailored to each client's unique goals, emphasizing disciplined strategies and long-term market participation. His expertise covers areas such as retirement planning, college education funding, legacy planning, managing new wealth, portfolio management, employee benefits, tax minimization, and small business strategies. Paul works closely with clients to develop and adjust financial plans that adapt to changing circumstances. Paul holds a Bachelor's Degree from Southeast Missouri State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys a variety of sports including baseball, biking, football, golfing, hiking, ice hockey, pickleball, and soccer, and values spending time with his family and traveling.

Stephen Baise is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Joseph Coleman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Schwab in 2020, he worked at Stifel Nicolaus & Co Inc and Scottrade Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure across its extensive client base.

Stacey Koziatek is a Series 66-licensed financial advisor at UBS Financial Services with 20 years of industry experience. She previously worked at Merrill and Morgan Stanley Private Bank and is involved in several business activities including managing Augusta Yoga, LLC, participating as a partner in C&K Adventures LLC, and serving as treasurer for the Defiance Merchants Association in Augusta, Missouri. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, utilizing proprietary market research and tailored asset allocations through a broad platform that combines institutional trading with wealth management.

James Buckalew is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Buckalew also owns Buckalew Wealth Management, LLC and holds a partial ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Shawn Smith is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 63 and Series 66 designations. Based in Wentzville, MO, Smith provides services through one of the largest networks of financial advisors in the country. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Darren Summers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Summers Wealth Management, Principal Securities Inc., Principal Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to support its recommendations, which are implemented in a non-discretionary manner.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

Moroni Erekson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Goldman Sachs. 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 supported by a nationwide network of financial advisors and branch offices.

Brittany Wright is a financial advisor with Stifel in O'Fallon, MO, holding a Series 66 designation and two years of industry experience. She has previously worked at Millsap & Singer LLC for 13 years and held other roles including a position at Griffin Personnel Group. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Shonda Hart is a financial advisor with Edward Jones in O'Fallon, MO, holding a Series 66 designation and bringing one year 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 a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Margie Ocello is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Smoking Hot Cigars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through advisors and specialized groups.

Abigail Rivera is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Goldman Sachs & Co. LLC and Charles Schwab. Prior to entering financial services, she held positions in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kurt Zoeller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied and First Financial Planners. Beyond advising, he is involved in insurance businesses and serves as a successor trustee for family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party managers.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

Aaron Holman is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Pacer Financial, Inc., and Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, retirement advice, and investment management services to individuals, institutions, and retirement plan participants through a large network of advisers. The firm offers a range of strategies and platforms supported by research and technology tools, managing over $819 billion in discretionary assets.