Daniel Basler is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at R.W. BASLER & CO., Inc. from 2014 to 2020. Outside of his advisory role, he serves as secretary of R.W. Basler & Co. Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports various advisory programs, with notable offerings in municipal advisory and SIMPLE IRA employer consulting.

John Scalzitti is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Parson is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Parson serves as a referee for youth soccer and basketball and is a member of the finance committee at St. Pius X High School. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies from its Investment Strategy Group.

Larry Toenjes is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also an independent insurance agent and serves on the St. James Catholic Church Parish Council, participating in the Finance Committee. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a large network of independent advisors and provides access to a range of investment strategies and third-party managers.

David Briest is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2017, following two years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Daniels is a CFP® professional with 16 years of industry experience, currently serving at Equitable Advisors since 2026. He previously spent ten years with Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved with tax accounting activities through Community Financial. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jennifer Langrehr is a financial advisor at Thrivent Investment Management with five years of industry experience. She previously worked at Dieterich Bank for eight years and held roles at Thrivent Financial for Lutherans. Langrehr serves as secretary for the St. John’s Lutheran School Parent Teacher League in Red Bud, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without providing portfolio management for institutional clients.

Reece Goddard is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and less than one year of industry experience. His prior work includes roles at Pioneer Wealth Management, CreativeOne Wealth, Corpay, and the United States Military Academy. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop collaborative, annual planning relationships.

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Y Elena Shull is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2019. Prior to joining Thrivent, she spent 19 years at Axcess Financial DBA Check N Go. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Richard Basler is a financial advisor at Raymond James Financial with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services, Inc. since 1976. Basler is involved with the Ursuline Provincialate as a member of its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory and SIMPLE IRA consulting services.

Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.

Mark Bates is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Saint James Winery, Disaronno International, and Sazerac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Dylan Roth is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Vantage Credit Union and Wood & Huston Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Dustin West is a CFP®-designated financial advisor with Edward Jones in Waterloo, Illinois, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Dustin is involved in managing a vacation real estate rental business through Best Bros Sandy Toes, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steve Holloway is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. He has been associated with Edward Jones since 1995. Outside of his advisory role, he serves as Treasurer for Shackle Free Ministries in Columbia, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. 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 strategies supported by a large nationwide network of financial advisors and branch offices.