Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Janet Ianniello is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she volunteers at St. Lukes Hospital, assisting visitors and working in the hospital gift shop. 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 manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Crystal Kraus is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Debron Enterprises and the Better Business Bureau. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Denise Reed is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at MetLife Investment Fund Services LLC, MSI Financial Services, Inc., Walnut Street Securities Inc, and Cetera Wealth Services, LLC. In addition to her advisory work, she serves as an organizer for a local political group, Gravois Township Democrats, and operates a tax and accounting business as an enrolled agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple portfolio management options, including discretionary and non-discretionary strategies, and access to third-party money managers.

Lukas Bridenbeck is a CFP® professional with 10 years of industry experience, currently advising at Raymond James & Associates. His previous roles include positions at Northern Trust Securities, Inc. and Northern Trust Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele including individuals, institutions, pension plans, and governmental entities. The firm offers tailored financial planning and consulting services, drawing on a broad range of portfolio management styles and affiliated research.

Ryan Freeman is a Series 66-licensed financial advisor with Edward Jones in Brentwood, MO, where he has worked since 2024. He has one year of industry experience and previously held positions at Best Buy, Rosch Company, and Zickel Flooring. Outside of his advisory role, he is a drummer for a local cover band called The Sidewinders. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Horner is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked within Thrivent since 2023. Outside of his advisory role, Horner serves as a board member on the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for its Dedicated Planning Service.

Benjamin Miller is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, and Retirement Planning Group Representative. Prior to joining Fidelity, he worked as a Financial Services Associate at Prudential Financial from 2004 to 2005. Throughout his career, Benjamin has focused on assisting clients in achieving their financial goals, emphasizing a client-centered approach in his work. His experience spans wealth management, financial consulting, and retirement planning. He is committed to supporting clients' objectives for themselves, their families, and their charitable activities. Outside of his professional responsibilities, Benjamin enjoys activities such as going to the beach, playing board games, participating in family activities, following football, and traveling.

Paul Rhea is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Edward Jones and has previously worked at Krilogy Financial, Black Knight Financial Services, TD Ameritrade, and Scottrade. 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 over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Matthew Arnold is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has been with Edward Jones since 2000. Arnold serves as a board member on the Southern Illinois University Carbondale Department of Finance External Advisory Board, providing feedback on the curriculum. 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, supported by a large nationwide network of advisors and branch offices.

Eugene Carter is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at prominent firms including Merrill Lynch and Bank of America prior to joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation solutions.

Jay Hanagan is Vice President and Wealth Planner at Fidelity Investments, where he focuses on creating personalized financial plans tailored to the unique needs and goals of individual investors. He prioritizes building strong relationships with clients and their families to foster trust and reliability. Jay's career spans multiple roles within the financial services industry since 1999, including positions such as Financial Consultant and Wealth Planner at Fidelity Investments, Senior Vice President and Sales Manager at Commerce Brokerage, as well as Regional and Branch Manager at Scottrade Financial Services. His background also includes experience as a Stock Plan Services Representative and Registered Representative. Before entering financial services, Jay served in the US Air Force. Outside of his professional life, he has interests in biking, cars, food, military service, parenthood, and traveling.

Elliott Hegger is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles at companies including T-Mobile, FedEx, DoorDash, and UPS. Charles Schwab serves a large client base primarily consisting of 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 research from Schwab Center for Financial Research.

Christopher Behr is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Dirks is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Oscar Health Insurance, WebAge, Nuvei, and IBM. He also serves as an online professor at Arizona State University, where he teaches a course on User Information Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Timothy Malloy is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Karmak, Elsevier, and Equifax. 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 and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with a focus on tax-efficient services and operating under a fiduciary standard.

Zachary Yanker is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked for U.S. Bancorp Investments, Inc. and Edward Jones. Outside of his advisory role, he is the sole member of Workhorse Industries, LLC, a business with no active duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christian Goeke is a CFP® with 11 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Edward Jones, and managing his own business entities focused on tax and investment purposes. 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 financial planning and investment management services through a large network of advisors, employing various portfolio strategies and technology tools to support client accounts.

Benjamin Hobson is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2021. Prior to that, he held roles at TD Ameritrade, Uber, and Central Credit Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Tom Reynolds Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise in Saint Louis, MO. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting and expense management business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that integrate research, modeling, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.