Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by a large nationwide network of financial advisors and branch offices.

Christine Arendes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Medical West Respiratory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. With approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors, the firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and affiliated mutual funds.

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Robert Herdler is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, all with MassMutual and its affiliated firms. Herdler is also the owner of RCH Financial, LLC, a privately held entity. 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 seminars, utilizing firm-approved software and structured, collaborative client relationships.

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. 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 programs and investment solutions, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

Robert Webster is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2019 and has been working in finance and investments since 2017. Robert focuses on providing financial security and clear strategies for his clients by understanding their aspirations and financial goals, emphasizing open communication throughout the planning process. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, and personal retirement planning. Robert aligns his investment approach with Modern Portfolio Theory, incorporating tactical allocation changes and careful manager selection to seek portfolio performance that outpaces benchmarks without excessive risk exposure. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Robert earned his Bachelor's degree from Missouri State University. He is involved with the St. Patrick's Center, reflecting his engagement in community activities. In his personal time, Robert enjoys adventure sports, fishing, golfing, hunting, and playing pickleball.

Jonathan Pate is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models in its financial planning process.

Walter McClellan is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2002. Outside of his advisory role, McClellan is involved in several business activities including operating a mobile notary and loan signing service, working as a wellness advocate with doTerra, and developing corporate customers for an office products company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to multiple third-party money managers through a large nationwide network of independent advisors.

Matthew Gallion is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2021, he worked at Northwestern Mutual in various roles from 2018 to 2021 and spent three years at 54th Street Grill and Bar. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

John House Jr. is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and with 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1987. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and a limited number of discretionary separately managed accounts.

Eddie Batts is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of advising, he is involved in real estate rental activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, and institutional entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated services including insurance and trustee offerings.

Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Thomas Garfinkel is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds film rights to a book unrelated to his investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Knopke is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked for Precoat Metals from 2014 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Aaron Finnegan is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad platform.

Courtney Oelklaus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Edward Jones, Oelklaus worked at Wells Fargo Clearing Services for seven years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.