Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked for 11 years at Edward Jones. He serves as a board member of the YMCA in Wildwood, MO, and volunteers with the Lions Club in Eureka, MO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Lenny Wang is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Vectra Co, Eastman Chemical, and Banc Of America Securities LLC. Outside of his advisory role, he is a silent investor in a hair salon business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Blake Meers is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. He has worked at Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Christopher Rische is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2017, he worked at North Sound Financial Group and LPL Financial from 2010 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes multiple roles within Wells Fargo entities since 2009. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation options across brokerage and advisory programs.

Paul Savage is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Edward Jones since 2007. 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 under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Kilfoyle is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial guidance to clients. He focuses on understanding clients' goals and concerns to develop strategies that address short-, mid-, and long-term financial objectives. His services include general investing, retirement planning, college education planning, legacy planning, managing new wealth, and portfolio management. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Christopher holds a Bachelor's Degree from Missouri State University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes listening to clients in order to build tailored strategies that reflect their individual lives rather than using a one-size-fits-all template. He offers ongoing advice and support as clients' financial needs evolve. Outside of his professional work, Christopher is involved with Junior Achievement, reflecting his commitment to community involvement. His personal interests include baseball, chess, cooking, football, golfing, ice hockey, music, singing, spending time with family, and traveling.

Michael Krako is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general member and owner of HCK MJK LLC, a real estate investment business based in Wildwood, Missouri. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Stephanie Schultheis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Linda Carter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Mchenry is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in a retail business called Blind Ambition in St. Peters, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary 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.

Jason Miller is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his financial career, he works as an on-camera weekend host and voice-over artist for Sinclair Broadcast Group in St. Louis. 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 through a large network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

John Thies is a CFP® and Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing nine years of industry experience. Before joining Edward Jones in 2017, he operated John Thies LLC and has been self-employed since 2012. Outside of financial advising, he works as a baseball instructor and occasionally coaches games. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Ankney is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 investment strategies and affiliated services under a fiduciary standard.

Matthew Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in March 2022 and brings over 10 years of experience in the financial industry, having previously worked as a Financial Advisor for Wells Fargo. Matthew specializes in building and managing long-term retirement plans to provide clients with confidence about their financial future. His client focus areas include employee benefits planning, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, sports and entertainment, and retirement income. Matthew earned his Chartered Financial Consultant (ChFC) designation in 2019, his Chartered Retirement Planning Counselor (CRPC) designation in 2020, and his Certified Plan Fiduciary Advisor (CPFA) designation in 2024. He holds a Bachelor of Science degree in Marketing from Southeast Missouri State University, where he was also a four-year letter winner in football. He is a member of the Knights of Columbus and participates in community activities with Habitats for Humanity. Matthew lives in Wentzville, Missouri with his wife Stefanie and their daughters Madilyn and Ella. In his free time, he enjoys boating, fishing, football, golfing, hunting, music, and tennis, as well as spending time with his family and traveling.

Ty Stauss is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including Rawlings Training Center and CQ Capital LLC. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

James Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Michael Freebersyser is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.