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.

Cynthia Luepke is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she volunteers with the Marine Corps Law Enforcement Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

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.

Paige Ratliff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes previous roles at First Bank, Coldwell Banker Gundaker, and Osaic Institutions. Outside of finance, she teaches group fitness classes at Bloom Fitness Studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Baker is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc., having previously operated his own practice and worked at Royal Alliance Associates, Inc. for an extended period. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and program options.

Patrick Savage is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anne Elliott is a CFP® certificant and holds a Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Tracy Shepard is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as an election judge for the St. Louis County Board of Elections. 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 national network of financial advisors and branch offices.

Jeremiah Borage is a CFP®-designated financial advisor at Edward Jones in St. Louis, MO, with 15 years of experience at the firm and four years in the industry. He holds the Series 66 license and has been with Edward Jones since 2011. 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 through a large nationwide network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Timothy Souhrada is a financial advisor with Ameriprise in Eureka, MO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns Trusted Microelectronics LLC and assists with financial auditing and money counting for Genesis Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Fitzgerald is a CFP®-certified financial advisor with 14 years of industry experience. He is currently associated with LPL Financial and has prior experience at firms including CUNA Mutual Group, Best Home Town Bank, Midwestern Securities Trading Company, and STIFEL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Jason Dennis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for JetCorp Technical Services Inc. dba Flying Colours Corp from 2004 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Debra Nelson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Cambridge since 2024 and previously spent 26 years with The O.N. Equity Sales Company and has been affiliated with Paul L. Rotermund, Jr. CFP for over 29 years. Outside of her advisory role, she is an independent insurance agent with The America Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides discretionary and non-discretionary strategies across multiple platforms, featuring proprietary models and access to unaffiliated strategists, along with institutional-level compliance and business support.

Beth Peacock Muller is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. She serves on the Missions Team at Webster Gardens Lutheran Church and volunteers locally with community and outreach activities. 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 offers a mix of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Mark Pfeffer is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement tailored investment solutions.

Peter Boggs is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His career prior to joining Stifel includes roles at Raymond James & Associates, Ditat, and Spire. Before entering the financial sector, he worked at Chick-fil-A and Enterprise Holdings. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.