Timothy Jurado is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held positions at Lou Fusz Athletic, Fontbonne University, Lewis and Clark Community College, Central Methodist University, and the Lindbergh School District. Outside of his advisory role, he is a partner and owner of Veni Vici Properties LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, combining diverse portfolio management styles with firm research and affiliated sub-advisers.

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

Kennique Schuetz is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Garret Keegan Johns is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Johns is also involved in mortgage lending and insurance sales through his roles at Mason Mortgage Advisors and LuxPlan. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Carolyn Terschluse is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations with eight years of industry experience. Her career includes multiple roles at Edward Jones beginning in 2017, along with brief periods associated with the University of Missouri. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Jennifer Huellewig is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2000. Outside of finance, she teaches piano and voice lessons part-time at St. Peters Piano and Voice Lab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Mc Kiel is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan O Connor is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022, following prior roles at TD Ameritrade, Trane Supply, Domino's Pizza, and Ingersoll-Rand/Trane. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model includes non-discretionary guidance alongside access to discretionary separately managed accounts, using multi-asset portfolios and due diligence on alternative investments.

Dustin Ries is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked for U.S. Bank / U.S. Bancorp Investments, Inc. for seven years before joining Edward Jones. Outside of his advisory role, he serves on the ski patrol at Vail Resorts, providing emergency care and assistance on the slopes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Laura Kashmerick is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Aaron Stewart is a Series 66-registered financial advisor with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent 17 years at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Stewart is involved in business coaching and consulting and serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and employs multiple investment platforms and strategies tailored to client objectives.

Joseph Thornton is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2017 and has concurrent work history at Ritz-Carlton Hotel since 2000. Thornton holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets.

Karla Ukman is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior experience includes seven years at Pruco Securities, LLC, followed by multiple years at LPL Financial. She is also the owner of Artemis Financial Planning, LLC and Artemis Wealth Management LLC, non-investment related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

William Camden is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Anheuser-Busch InBev and KForce. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Beth Lastrina is a financial advisor with Edward Jones in Chesterfield, MO, holding CFP® and Series 66 credentials with eight years of industry experience. She has been with Edward Jones since 2017, including her current role from 2019 to present. Prior to her advisory career, she was a homemaker for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

Hayley Lu is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Kennedy Capital Management, Focus Pointe Global, and Saint Louis University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products.

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.