Sharon Roggentine is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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 tax-efficient services.

Eric Wood is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in Wentzville, MO, Wood has spent his career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including diverse client types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Stephen Knoebber is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, working in various capacities within the firm. Outside of advising, he owns Confluence Limited LLC, which supports his practice by covering rent and employee salaries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kristina Abarquez is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wofford is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 63 and Series 65 licenses and is based in St. Louis, 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Lynn Gorsuch is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2010. 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 affiliated mutual funds, operating under a fiduciary standard.

Dustin Brown is a financial advisor at Raymond James Financial Services Advisors Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Raymond James since 2015. Brown is also an associate at Hake Investment Group, where he serves as a financial advisor and director of branch client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Allison Mathias is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Investments and PNC Bank. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of specialized planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Robert Scafa is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2020 and concurrently serves First Community Credit Union, where he has been involved since 2014. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, First Brokerage America, Natcity Investments, and UMB Financial Services. 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 and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Timothy Winningham is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Outside of his advisory role, he officiates NCAA baseball games, managing travel and related responsibilities as an umpire. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Erica Unterreiner is a financial advisor at Edward Jones with 19 years of industry experience and a Series 66 designation. She has worked at Edward Jones since 2004 and has been involved with Weight Watchers North America since 2006. Outside of her advisory role, she is a member of M.F. Kustoms, L.L.C., a manufacturing business specializing in harnesses and other components. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jacquelyn Etling is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.

Michael Volmert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He joined Merrill Lynch in 2014 and works with clients on financial goals including education funding, retirement planning, and legacy wealth distribution. Mike has a background as a business owner in IT services for nearly 25 years, providing him with extensive experience in business operations. He earned a Bachelor of Science in Business Administration from the University of Missouri and a Master of Business Administration from Southern Illinois University Edwardsville. He is a past board member of Canterbury Enterprises and Chesterfield YMCA, and has served as President of the Board of Directors for both Canterbury Enterprises/UCP of Greater St. Louis and the St. Louis Society for the Physically Disabled. Outside of his professional work, Michael enjoys bicycling, running, golfing, snow skiing, working out, antique cars, and recreational boating activities.

Nicholas Lamia Jr. is a CFP® professional with 27 years of experience in the financial services industry. He has been with Edward Jones since 1999. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Stengel is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory work, she volunteers as a trainer for the Ellisville Athletic Association, where she assists in training volunteers on concession duties. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Joshua Parney is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed at St. Louis University and had experience outside the financial industry at Delta Sonic Car Wash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Kiera Monaco is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, she worked at Deloitte & Touche, LLP and Ernst & Young, with additional experience in academic roles at the University of Missouri-Columbia. Outside of her advisory work, she is involved with The Hauser Group, INC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a network of over 22,800 advisors.

Charles Gutierrez is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and previously worked at Washington University and KPMG LLP. 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, operating under a fiduciary standard.

Sean Toebben is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he provides boxing instruction at BURN BOX STL. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 managers.