Michael Roughton is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in educating clients on Medicare and selling Medicare supplement and prescription drug plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily utilizes model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Joseph Volz is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he officiates high school football games in St. Charles County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and has prior work history including positions at Waddell & Reed, Inc. and various insurance agencies. Outside of advisory work, Rose has been involved in several business entities including a food service venture and a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and various affiliated financial services.

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing its services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. Charles Schwab 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 combines a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Jeffrey Portman is a financial advisor at LPL Financial in St. Louis, MO, with 19 years of industry experience. His prior roles include positions at Gemini Wealth Group and Waddell & Reed, Inc. Outside of finance, he has been involved with Do-Rite General Contracting since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Kevin Gaylord is a financial advisor with Charles Schwab in Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Scottrade, Inc., TD Ameritrade, Inc., and various Charles Schwab entities since 2004. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and operational integration.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2014, with a brief period outside the firm at The Pet Doctor from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary investment products.

Jared Mora is a financial advisor with Edward Jones in Ofallon, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at US Bank from 2015 to 2017. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Cox is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the ChFC® designation and Series 66 license and has 16 years of experience with Edward Jones and 12 years in the industry overall. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Douglass is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial industry, including education and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.

Brittany Candler is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, TD Ameritrade, and Great Circle. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Michelle Ejchler is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 17 years of industry experience. She 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 offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jeremiah Clark is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robinhood Financial, TD Ameritrade, and Scottrade. Clark is based in Maryland Heights, 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Yount is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Yount is also involved in insurance sales and operates through the Weems Insurance Agency, providing property and casualty insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm uses a variety of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses. She has 26 years of industry experience, all 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.