Britton McNeill is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for several years and has also held positions at Amazon and AMC Showplace Edwardsville 12. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary advice and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Percy Vanacht is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, including a year at Westminster College prior to joining Edward Jones in 2017. 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 and over $1 trillion in assets under management.

Cassie Reid is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Cassie is involved in dog sitting through a local business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Fontanez is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO, and has five years of industry experience. She has worked exclusively with Edward Jones since 2008. Outside of her advisory role, she is the owner of a food business, David and Sarah Fontanez LLC Dba Yards Flatbread, where she manages expenses, staff, and occasionally fills in for weekend shifts. She also serves as treasurer for the Upper Perk BPW in Red Hill, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and affiliated investment products.

Garrett Bernreuter is a CFA® charterholder with Series 66 and Series 63 licenses, currently an advisor at Edward Jones with five years of industry experience. His prior roles include positions at Commerce Bank, CitiGroup Global Markets Inc, Stifel Nicolaus & Co Inc, and New York Life Insurance Co. Outside of finance, he is the owner of Pamela Joan Boutique LLC, a clothing retail business in O'Fallon, 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 under management and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Jory Taylor 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 2012. He serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas Pollmann is a financial advisor at Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses with seven years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory duties, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including those that invest in cryptocurrency via exchange-traded funds.

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as an umpire for baseball tournaments and league games with Triple-Play Tournaments in St. Charles, 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 and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sui Kiu 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 more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luebke is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. 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. The firm offers a broad range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Charles Grbcich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. 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 large network of financial advisors and branch offices nationwide.

Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.