Taylor Stockdale is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2020, Stockdale held positions in various roles within the salon and hospitality industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that include financial planning and asset allocation guidance based on a proprietary methodology developed by its Investment Strategy Group.

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Russ Clever is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2001 to 2009. He serves on the Finance Committee of the Assumption Catholic Church of O'Fallon. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

Kevin Shaughnessy Sr. is a financial advisor at Stifel with 18 years of industry experience. His previous roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Edward Jones, Wells Fargo Clearing, and MSI Financial Services. He holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Daniel Shelley is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at OSAIC since 2005 and previously spent six years at Edward Jones. Outside of his advisory role, he owns Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

George Simon Jr. is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates Simon Financial Group, his independent advisory firm. Prior to this, he worked at UBS Financial Services for nine years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals.

Rebecca Mc Nulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at HM Capital Management and Botz Deal & Company PC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm 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.

Timothy Madras is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Information Builders, Inc., Connor Ash P C, TRC Outdoor, and Adp LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types and organizations. 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 programs and investment solutions under a fiduciary standard.

Keegan De Lange is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients in defining their financial goals and creating customized plans to enhance potential outcomes. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, beginning his tenure there in 2021. Prior to joining Fidelity, Keegan worked as an Associate Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Keegan has developed experience in personal finance and client relationship management. His professional journey reflects a commitment to providing financial guidance tailored to individual client needs. Outside of his professional responsibilities, Keegan enjoys family activities, fitness, golf, music, exploring food, and spending time with pets.

Adam Foster is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. 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 under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Patricia Stout is a CFP®-certified financial advisor with Edward Jones, where she has worked for 18 years. She holds the Series 66 license and is based in St Peters, MO. 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, maintains a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Andre Nelson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Nelson serves as a board member for Cardinal Glennon Children's Hospital in St. Louis and provides marketing advice to a travel agency. 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 of financial advisors and branch offices.

Steven Wyatt is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Raymond James & Associates, Wells Fargo Clearing, and PNC Wealth Management. Wyatt joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by advanced operational tools and a large network of advisors.

Gregory Kraus serves as the Senior Resident Director at Merrill, where he focuses on personalized wealth management strategies tailored to clients' long-term financial goals. He leverages investment insights from Merrill combined with banking and lending solutions from Bank of America to create flexible financial plans that respond to changing market conditions. Gregory holds a Bachelor's and a Master's degree from Southern Illinois University System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also contributes his expertise through participation in organizations such as the American Red Cross Planned Giving Council, Concordance Academy of Leadership, and the SIU-Carbondale School of Accountancy Board of Directors. Outside of his professional responsibilities, Gregory is involved in community service with groups like the American Red Cross, MS Society, Pedal the Cause, and Stray Rescue. His personal interests include golfing, cycling, running, attending sporting events, and spending time with family.

Jonathan Ruzzo is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including DoorDash, Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and Brown Smith Wallace. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.