Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Alexander Mair is a financial advisor at Edward Jones in Troy, Missouri, 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

John Dooley is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and STL Wealth LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.

Brienne Moyer is a Series 66 licensed financial advisor with LPL Financial in Wentzville, MO, with seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Vantage Credit Union and Freedom First Federal Credit Union. Moyer is involved in administrative and support roles related to investment services for credit union members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven portfolio management solutions.

Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 under management 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.

Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities America Inc. for 19 years and has been involved with Financial Transitions, LLC since 2007. Outside of his advisory role, he provides small business consulting and prepares federal and state tax returns for individuals and entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers comprehensive brokerage and advisory services, incorporating advanced asset-allocation tools and third-party investment solutions.

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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.