Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Ryan Hamilton is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Securities America Advisors, Mass Mutual Investors Services, Massmutual Life Insurance Co., and Metlife Securities, Inc. Outside of his advisory role, he is a Registered Representative involved in Long Term Care solutions through Inertia. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Marcello Pesce is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, Citibank, and Northwestern Mutual. Prior to his financial career, he spent ten years at I1 Fornaio D'italia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Rami Awawda is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade and has experience in various other roles including university employment and business ventures. He is also a co-owner and managing member of a vending machine business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides 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.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Amanda Fitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Morgan Stanley, Wealthfront Brokerage, Robinhood Financial, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Virginia Gruber is a financial advisor with Edward Jones in Maryland Heights, MO, holding the Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is associated with CVR Supply & Trading LLC, which involves royalty interests. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of advisory services and investment solutions supported by a nationwide network of more than 23,700 advisors.

Lauren Lehr is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Edward Jones since 2017, with prior experience at Larson Financial Securities, Larson Financial Group, and Scottrade. Lauren is based in St. Louis, MO. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melissa Beiter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She worked at Ansira from 2016 to 2017, then at TD Ameritrade from 2017 to 2021 before joining Edward Jones in 2021. 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.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

Zane Fulp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Mascoutah Board of Education District 19 in Illinois. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked previously at State Farm VP Management Corp., Brian Smith Insurance Agency, Stifel Nicolaus & Co Inc, and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its affiliated capabilities beyond advisory services.

Jason Imig is a financial advisor at Edward Jones with 16 years of industry experience. He has held roles at Edward Jones since 2016 and previously worked at Ameriprise Financial Services from 2014 to 2016. Imig holds the Series 66 designation and is based in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Ian Garrett is a financial advisor at Edward Jones in Saint Louis, MO, with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Menard Inc. from 2013 to 2018. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Anne Ivancho is a financial advisor with Edward Jones in O'Fallon, Missouri. She holds a Series 66 designation and has 16 years of industry experience. Ivancho has been with Edward Jones since 2004. 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 large network of financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Marcus Sierawski is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Buckhurst, LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.