David Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Colin Hennessey is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016 and has nine years of industry experience. He is also the CEO and president of Hennessey Clothing Company, a print-to-order clothing business based in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

John Dooley is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Carolyn Link is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and MetLife Investment Fund Services LLC. She also serves as co-trustee for her parents' trust. Charles Schwab & Co., Inc. serves predominantly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides an integrated approach including custody, brokerage, and cash-sweep services.

Daniel Klug is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2008. Daniel holds Series 63 and Series 66 licenses and is based in Chesterfield, 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.

Ethan Eitel is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual and its affiliates since 2012. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships tailored to client goals.

Raymond Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes 10 years at Wells Fargo Clearing, 13 years with Stifel, and 2 years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Jon Hobson is a Financial Consultant currently working at Fidelity. In this role, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach centers on creating clarity and reducing stress to help clients feel supported throughout their financial journey. Jon has held several positions at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, with progressive experience from 2023 to the present. This range of roles has provided him with a broad understanding of financial services and client relationship management. Outside of his professional responsibilities, Jon enjoys outdoor activities such as camping, canoeing, fishing, hiking, and playing soccer.

Adam Hargis is a financial advisor with Charles Schwab in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investment access within an integrated operational structure.

Mark Murray is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Amy Riley is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Raymond James Financial Services, and Strategic Advisors LLC. She is involved with a booster club supporting the dance program at Francis Howell High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Jeffrey Gorgen is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Morningstar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Chanceler Roth is a CFP®-designated financial advisor at Charles Schwab with five years of industry experience. Prior to his current role, he worked at TD Ameritrade, Edward Jones Investments, and held academic positions at Lindenwood University and Saint Charles Community College. Outside of finance, he has an affiliation with Twitch Interactive through the Twitch Affiliate Agreement. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Braxton Crabtree is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles at Vantage Credit Union and Wells Fargo Clearing Service. He also spent five years at the University of Missouri St. Louis. Crabtree's other business activities include a financial institution duty at Vantage Credit Union. 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 portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology tools while maintaining oversight of substantial discretionary assets.

Tori Devries Temme is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in selling arts and crafts items online and serves as secretary for a local homeowners association where she organizes events and communicates with residents. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 18 years. His other business activities include involvement with CSE Strategy Partners, where he helps advertise, host client events, and generate products. OSAIC 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’s investment approach emphasizes model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

Gregory Camden is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bryan Berg is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and the University of Missouri: Columbia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically delivered through discrete recommendations tailored to client needs.