Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Kevin Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at Investacorp Advisory Services, Securities America, and United Planners' Financial Services of America. Outside of advisory work, Daniels is an author involved in book sales related to teaching and coaching, and he serves as chairman of the board for Reclaim Christian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports investment adviser representatives with extensive research, model portfolios, and technology tools, while providing access to various financial products and institutional platforms.

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Independent Advisors, LLC for 22 years and STIFEL for 2 years before joining OSAIC in 2026. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and various management options.

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, MO. 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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.

Audrey Mcmillen is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2022 and at Securian Financial Services from 2020 to 2022. Prior to her advisory career, she worked at Pella Windows & Doors from 2016 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages model portfolios for intermediary platforms and holds regulatory registrations that support its advisory and fund management activities.

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kathryn Lamar is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Tanya Sheils is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in its investment approach.

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017. Prior to and concurrently, she has also been involved with Vantage Credit Union, supporting IRA and deferred compensation administration. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Trisha Humphries is a financial advisor with Edward Jones in O'Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Scott Kearns is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at United Planners' Financial Services of America and Investacorp, Inc. Outside of his advisory work, he is an associate at Tribute Tax and Accounting, LLC, providing tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. 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.

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Matthew Mc Donnell is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages a townhouse rental property in Wentzville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional services such as trust company capabilities and securities-based lending.

Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2010 and has prior experience at United First and Gateway Financial Advisors. Outside of his advisory work, he is involved as an independent insurance agent and has roles in mortgage origination and real estate ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous Financial Professionals. The firm supports discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.