Nicole Nonn is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in a trust-related business activity based in Glen Carbon, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and methodologies, including Monte Carlo simulations, to support its financial planning process.

Emily Brophy is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has five years of industry experience and previously worked at Washington University for 14 years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Abate is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Wells Fargo, Charles Schwab, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Smith is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2017, Smith worked at Webster University. Outside of advising, Smith is the founder of Synclarity Associates, a consulting and freelance writing business, and has authored articles on leadership and personal development through Creative Publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Ronald Faintich is a financial advisor with Edward Jones in Florissant, MO, holding Series 66 and Series 63 licenses and with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a nationwide network of financial advisors and branch offices.

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial during two periods, totaling over a decade, and has also been involved with Grove Point Advisors LLC, Grove Point Investments LLC, Woodbury Financial Services Inc, and First National Bank in Staunton. In addition to his advisory work, Frazier owns and operates Frazier Tax Services, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven solutions.

David Devall is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 16 years of industry experience. 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.

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters 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. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. 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 with a 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.

Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at 1st Phorm and Supplement Superstores. He also works part-time as a trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. Edward Jones is a full-service wealth management firm 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, affiliated mutual funds, and operates under a fiduciary standard.

Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Equitable Advisors since 2008 and previously was associated with Axa Advisors, LLC. Outside of advising, she participates in market research on a limited basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Ryan Alsup is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Saint Charles, MO. He previously worked for Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. Alsup is also involved with First State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, with access to model portfolios, research, and various investment management and consulting services.

John Graney is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nicol Investors Corporation and Lexow Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.