John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with four years of industry experience. He has worked at Edward Jones since 2022 and has prior experience in various roles at companies including Graybar Electric, Subway, UPS, and Universal Studios. 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 with a large network of advisors and branches, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Brandon Weisenborn is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial services supported by a national network of more than 23,700 financial advisors.

Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Richard Swearingen is a CFP® with six years of industry experience, currently practicing at Mass Mutual Investors Services. His prior positions include roles at Mass Mutual Life Insurance Company and Wintrust Financial Corporation. Outside of his advisory work, he assists with a family farm by helping with planting and harvest activities. 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 provides financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning relationships.

Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Loseke is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Before entering financial services, he worked in martial arts instruction and church development services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Thomas Morrison is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes positions at TD Ameritrade, INC., Scottrade, and a catering business in St. Louis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within a large, integrated platform.

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets across over 10,000 advisors.

Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. 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 combines non-discretionary and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.

Robyn Sherman is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Private Wealth Management Teams to provide service and support aimed at establishing strong, meaningful, and lasting relationships with clients and their families. Robyn has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position beginning in 2023. Prior to joining Fidelity, she gained experience as a Senior Service Specialist at Edward Jones from 2006 to 2016. Outside of her professional responsibilities, Robyn has personal interests that include camping, spending time at the lake, parenthood, and traveling.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. 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 supported by a nationwide network of more than 23,700 financial advisors.

Kyle Bush is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role starting in 2022, he has held positions at firms including TD Ameritrade, Wells Fargo, and State Farm Insurance. Outside of his advisory work, he is employed as an associate at Krentz Financial Group. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

William Hopkins is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, APC Automotive, and Frontier Communications. He is based in St. Louis, MO. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of 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 and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Alisha Werner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Charles Schwab, NYLife Securities, and TD Ameritrade, as well as a background in education. Outside of finance, she is a partner and owner of Wagon Wheel Rentals, LLC, involved in residential real estate. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented client relationships.

Robert Berry II is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial since 2021 and concurrently has been involved with the City of Ballwin since 2015. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

Michael Jeffries is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the City of Saint Louis. Outside of his advisory role, he owns and rents out a duplex in St. Louis, MO. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Aaron Bockman is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, having worked previously at MetLife Securities before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advising role, he operates Live to Serve LLC, a financial advising DBA, and maintains a position as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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, structuring client engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations without discretionary investing.

Susan Powers is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Royal Alliance Associates, Valic Financial Advisors, LPL Financial, Raymond James & Associates, Morgan Keegan & Company, and Banc of America Investment Services. She serves as a voting board member for Adult and Teen Challenge of St. Louis, an alcohol and drug rehabilitation program. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary and third-party manager strategies, and is notable for its scale, consolidation activity, and complex affiliate network.