Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Stephen Knoebber is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, working in various capacities within the firm. Outside of advising, he owns Confluence Limited LLC, which supports his practice by covering rent and employee salaries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Robert Scafa is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2020 and concurrently serves First Community Credit Union, where he has been involved since 2014. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, First Brokerage America, Natcity Investments, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Timothy Souhrada is a financial advisor with Ameriprise in Eureka, MO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns Trusted Microelectronics LLC and assists with financial auditing and money counting for Genesis Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been associated with LPL Financial and various production companies since 1995. Outside of his advisory role, he has involvement in research surveys and manages a farm land rental for agricultural purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisory representatives with diverse portfolio management options and utilizes technology for operational and research support.

Daniel Denner is a Vice President and Resident Director at Merrill Lynch Wealth Management in Chesterfield, Missouri. Since joining Merrill in 2017, he has focused on providing wealth management services to physicians, business executives, small business owners, and their families. He partners with a team of experienced professionals to deliver personalized strategies aimed at helping clients meet their financial goals and objectives through integrated wealth planning and portfolio management. Dan’s expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income, special needs planning, and portfolio management services. He emphasizes anticipatory service, clear communication, and a detailed understanding of clients’ financial situations to develop flexible, tailored strategies. Dan holds a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Outside of his professional role, Dan resides in Ellisville, Missouri, with his wife Kristi and their four sons. He dedicates time to volunteering with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis. His personal interests include music, golf, biking, woodworking, and camping in their RV.

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

Mario Kriete is a ChFC® and Series 66–licensed financial advisor with Edward Jones in Ellisville, MO, with 18 years of industry experience. He has worked at Edward Jones and Callaway Golf Company since 2004. Outside of his advisory role, he owns farms in Cincinnati, IA, and Portland, MO. Edward Jones is a full-service wealth management firm serving 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 advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1980. Outside of her advisory role, she is involved as a member of Legendary Properties LLC, occasionally assisting with clean-up and yard work projects. 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, supported by a large network of financial advisors and branch offices nationwide.

John Brooks is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. Outside of his advisory role, he is a manager of B4 Posh Farms LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using a variety of strategies and research tools.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a financial institution service organization affiliated with Vantage Credit Union. Additionally, he holds senior leadership roles at Vantage Credit Union, including Chief Growth & Revenue Officer and President of CUSO Operations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning, model portfolios, third-party asset management, and institutional advisory platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Benjamin Hobson is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2021. Prior to that, he held roles at TD Ameritrade, Uber, and Central Credit Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Michael Kickham is a Certified Financial Planner® with 43 years of industry experience. He is currently affiliated with Osaic Wealth Inc., joining in 2026 after previous roles at LPL Financial, The Retirement Group, FSC Securities Corporation, Porter & Kickham, Inc., and Securities America Advisors, Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Danielle Darling is a Series 66-registered financial advisor with LPL Financial, based in Saint Albans, MO, with eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has worked as a film extra. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.