Jose Cavazos is a Certified Financial Planner (CFP®) with 19 years of experience. He has been with Edward Jones since 2006, currently working in Chesterfield, MO. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Summers is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Scottrade, Inc. for 13 years before joining Charles Schwab in 2019. Summers serves as president of the Fort Zumwalt South Inline Youth Hockey Board and is the secretary/registrar for the Fort Zumwalt South Bulldogs Hockey Club, overseeing governance and operational duties for local youth hockey programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services, offering a range of advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary and discretionary investment solutions.

Christopher Curry is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was employed at Bank of America, N.A. and Merrill from 2017 to 2022, and at Verizon Wireless from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations incorporating ESG eligibility and support from related investment-management entities.

Vincent Raimondi is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Merrill and previously held roles at SAP and Accenture. Raimondi serves as a successor trustee for a family trust. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Buchanan is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously held roles at Edward D. Jones Investment Company and TD Ameritrade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Gail Fernandez is a CFP® with 19 years of industry experience, currently affiliated with OSAIC in Chesterfield, MO. Her prior roles include positions at Loren Lumpe, Royal Alliance Associates, and Edward J Liberty, among others. She owns a tax preparation service, Gail Fernandez Tax Service, which handles federal and state income tax returns. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides multiple investment programs through affiliated broker-dealer and RIA relationships.

Dala Freesmeier is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position at Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and is supported by a nationwide network of more than 23,700 advisors.

Christopher Myers is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at The ON Equity Sales Company, Ohio National Life Insurance, and the University of Missouri, among others. Myers is also involved with Augustar Financial, where he provides life insurance and annuities. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Daniel Marcotte is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 1997, also maintaining a role with MassMutual Life Insurance Company since 1996. Outside of his advisory work, he serves as a finance committee member for Twin Oaks Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements using advanced analytical tools and supports a range of investor needs through various programs and educational seminars.

Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Geoffrey Rigabar is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2007, totaling 19 years of industry experience. He is based in Chesterfield, MO. Outside of his advisory work, he has an interest in authorship through his wife's book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Alexander Ottinger is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 designations and having nine years of industry experience. He has worked with Ameriprise since 2016, currently based in Weldon Spring, MO. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on delivering written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Boersig is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise Financial Services, UBS Financial Services, and Edward Jones. Boersig serves on the board of the RHEMA Foundation/Midwest Career Source. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Teresa White is a financial advisor with LPL Financial in St. Peters, MO, holding a Series 66 license and 14 years of industry experience. She worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of her advisory role, she serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports its network of advisors with research tools and multiple investment strategy options.

Ethan Bowers is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at First Community Credit Union, Bank of America, Merrill, and other financial institutions. 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 range of advisory services including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Zachary Judson is a financial advisor with Osaic Wealth Inc holding a Series 66 designation. He has one year of industry experience and a diverse background including roles at Northwestern Mutual, Panda Express, and University of Missouri-St. Louis. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and recent consolidation activity.

Patrick Mac Donald is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes four years at Edward Jones and roles outside finance such as at Campus Bar & Grill and the University of Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Madalyn Close is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and several other firms. Outside of her advisory work, Madalyn is involved as a coach at Rena's Dance Unlimited. 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.