Chad Rucker is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Janna Alford is a financial advisor at Edward Jones in Festus, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mom365. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services supported by a large nationwide network of financial advisors and branch offices.

Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wilford Wulfenstein is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Wilford holds the Chartered Retirement Planning Counselor (CRPC) designation. He completed his high school education at Lafayette Senior High School and has attended Utah Valley University, Bluegrass Community Technical College, and Brigham Young University - Idaho without earning a degree. He is proficient in English and Spanish. He emphasizes understanding what is important to clients and their families to create tailored financial strategies. Wilford provides ongoing advice and guidance as clients' needs evolve.

Christopher Harwell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Chunky Gator LLC, which involves a car collection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alan Schreiner is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in St. Louis, 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Staci Templeton is a financial advisor with Edward Jones in Festus, MO, holding the CFP® and ChFC® designations and the Series 66 license. She has 11 years of industry experience, including 10 years with Edward Jones. Outside of her advisory work, she co-owns a small antique and vintage reselling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Kevin Kraft is a CFP® with eight years of industry experience, currently serving with Edward Jones in St. Louis, MO since 2017. Prior to joining Edward Jones, he worked for ten years at Stutte Tile Inc. Outside of his advisory role, he manages a rental property in Springfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Matthew Kilburn is a financial advisor with Cetera, holding a Series 66 designation and possessing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Kilburn is also involved in two financial services businesses in St. Louis, including Prosperity Financial LLC and O'Connor Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Claire Gantt is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has spent her entire career at Edward Jones, beginning in 2017. Prior to her advisory role, she was affiliated with Truman State University from 2014 to 2018. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brad Rippelmeyer is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America from 2012 to 2020. Outside of his advisory role, he is involved with St. John United Church of Christ in Valmeyer, IL, serving as chairman of the annual fall picnic committee and as a board member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

William Onder III is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he worked at LEC LTG and Ward & Burton. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard.

Timothy Hogan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Saint Louis, MO. He has held roles at Raymond James and its affiliates since 2013 and operated his own financial practice for 30 years prior. Hogan is also the owner of Hogan Group Financial, LLC, a pass-through entity related to his financial services business. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Philip Munsterman Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.