Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. 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 municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Nickolas Mehner is a financial advisor with Edward Jones in Waterloo, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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 operates a large network of financial advisors with a range of advisory programs that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Kevin Hovis is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at CETERA Advisor Networks LLC and his own firm, Dennis C Hovis & Associates. In addition to his advisory work, he has served as Vice-President for Medicare sales and insurance benefits through Hovis & Associates. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody arrangements and both proprietary and third-party strategies tailored to client objectives.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Cheyenne Parrish is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, Parrish held brief roles in various firms including Rover.com, Wag, RSM US LLP, Transamerica, and State Farm. Outside of advisory work, Parrish has participated in pet caregiving activities with Rover and Wag. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products. The firm is recognized for its extensive network of advisors and branch offices, as well as its integrated capabilities including trust services and securities-based lending.

Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Todd Harrell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Kelly Doss is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Trevor Czerniejewski is a financial advisor with LPL Enterprise in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Brookstone Capital Management, Cadaret Grant & Co., Inc., Stifel, Nicolaus & Company, and Edward Jones, among others. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.

Cole Proffer is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 16 years of industry experience and has been associated with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. In addition to investment services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving 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 thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Colby Portell is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2010. 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 large network of financial advisors and branch offices across the country.

Julianne Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of her advisory roles, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Patrick Mc Manus is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million 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 is notable for its extensive network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Kathleen Kernan is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 66 credentials and having 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide range of portfolio management styles and affiliated research.

Andrew Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his financial advisory role, Reinitz serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. 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 planning and allows clients to combine these plans with managed-account programs under a consolidated billing option while maintaining separate services.

Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Elijah James is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise and work at Missouri State University and the Columbia School District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven analysis to deliver personalized retirement advice through a centralized consulting team.

Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.