Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Valerie Baker is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Jeffrey Fox is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory work, he is a notary and an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management tools.

Kristina Franke is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation tailored by strategy and investment preferences.

Graham Fullerton is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary advisory models with multi-asset portfolios and a formal alternative investments program, supported by a large integrated operational structure.

Gregory Boschert is a CFP®-certified financial advisor with Edward Jones in St. Charles, MO, and has 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Jeffery Stillwell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes positions at PFS Investments Inc., Primerica Financial Services, and Parkway School District. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Phillip Hawkey is a Series 66-licensed financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he assists his wife with a part-time DoorDash activity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Danielle Vieth is a financial advisor at Edward Jones in Ellisville, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Brian Fruend is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years before joining Osaic in 2026. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party solutions, operating through a large network of affiliated advisors and platforms.

Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.

Megan Reineke is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and works out of Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm 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.

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 15 years of industry experience. Prior to joining LPL Financial in 2022, Shannon worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years. Outside of finance, Shannon serves as co-president of the nonprofit organization Hockey Players in Business and is involved in hockey coaching and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, 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 both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Matthew Birkemeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience at Waterway, Asics Corporation, Nike, and Liberty High School. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm integrates research, modeling, and tax-efficient strategies in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Gregory Gilsinn is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery conversations and firm-approved planning tools to develop financial plans.

Paul Gill is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as a middle school baseball coach at John Burroughs School during the spring sports season. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, with investment advice primarily delivered by its investment adviser representatives using LPL’s research and model portfolios.