Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Amy Riley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of her advisory role, Riley participates in a high school booster club, assisting with fundraising and program administration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Rodney Weakley is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Scottrade, Aerofil Technology, and Dominoes. Outside of financial advising, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells honey and related products at farmers markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Robert Berry II is a financial advisor with LPL Financial based in Saint Albans, MO, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2019 and concurrently holds a position with the City of Ballwin since 2015. LPL Financial is a registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Farmers Financial Solutions, and State Farm. He is also involved in running Joggerst Financial Group, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Jeffrey David Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and is also affiliated with National Planning Corporation since 2016. Outside of his advisory roles, he is involved as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by proprietary and third-party research.