Breianna Klein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at WTW and has a background that includes community involvement, such as providing softball coaching lessons to children in Kirksville, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,700 financial advisors.

Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Herr is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity and Everbank Wealth Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements and various programs including wrap and money-manager services.

Michael Williams is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Mitchell Newhouse is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Schwab in 2025. 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 a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Kottia Abernathy is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she manages The Creative Suite LLC, providing marketing design and communication services, and is involved with SimplyClean Cleaning Company, LLC. 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 strategies, operating under a fiduciary standard.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Alan Lintker is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and a 17-year tenure at Patty Long Catering. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Terry Holtsclaw is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for eight years. Outside of his advisory role, he serves as the head coach of the St. Louis University men's rugby club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory platforms with both discretionary and non-discretionary strategies.

Susan Adams is a financial professional with 12 years of industry experience, currently affiliated with LPL Enterprise. She holds the Series 63 and Series 66 credentials and has worked at firms including Prudential Insurance Company of America and New York Life. In addition to her advisory role, she is involved in insurance sales and operates through Envision Strategies, LLC, focusing on insurance and investment services. LPL Enterprise, LLC serves a wide range of clients including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Mackoul is a financial advisor with Equitable Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. In addition to his advisory work, he serves as a volunteer priest. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Weger is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Planning. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program while also providing affiliated trust, insurance, and lending services.

Marissa Stegmann is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at ADP, Siemens, Cintas, and Enterprise Rent-A-Car. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations tailored to clients’ needs.

Cynthia Berry is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.