Charles Barker is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has been with Cetera since 2013, including his current role beginning in 2023. Outside of his advisory work, Barker serves as treasurer and fundraiser for a local political campaign committee. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelsey Giaimo is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, she held roles at Commerce Trust Company, BAM Advisor Services, and Moneta Group. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Kane is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked previously at Central Trust Bank and First Midwest Bank of the Ozarks. Outside of finance, he has held roles at Hensel Painting Company, Harpos Bar and Grill, and Westborough Country Club. 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 range of advisory solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Julius is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory career, he held roles at the University of Missouri - Saint Louis and Meramec Community College, and was involved with Bully's Smokehouse. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing planning focused on income dependability and tax-aware withdrawal strategies for clients near or in retirement.

Lisa Friebel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2022, she worked at RGA-Reinsurance Group of America from 2017 to 2022 and briefly at Ashfield in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives.

Timothy Lane is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Edward Jones in 2017. 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 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Matthew Crowe is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Crown Capital Securities, and Mass Mutual. Crowe is based in St. Louis, MO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across a range of topics while keeping planning and managed-account services separate.

Susan Perks is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 37 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory role, she is a co-owner of a rental property in St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial products. The firm is noted for its large network of advisors and branches, as well as its fiduciary standard and integrated capabilities beyond advisory services.

Jill Labbee is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she is involved as a consultant for DoTerra, selling essential oils. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Donald Bergan Jr. is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, and has 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Corey Tomasek is a financial advisor at Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Edward Jones since 2013. 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 wrap fee strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Brett Mooney is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2026. His prior experience includes roles at Jostens, Assured Partners Insurance Agency, and Johnston Paint & Decorating. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Benjamin Haymart is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2023. He has held positions at Cetera Wealth Services, LLC since 2013 and SFG Consulting, LLC since 2017. Haymart is also a senior partner and registered representative at Strategic Financial Group, where he is involved in financial services, and he provides tax preparation and accounting services through SFG Consulting, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm employs a multi-manager platform approach, offering a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Mary Wang is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at TD Ameritrade and Scottrade Inc. before joining Charles Schwab in 2022. 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 in-house research and a formal alternative-investment program.

Jason Lashbrook is a financial advisor with Edward Jones in St. Louis, MO. He holds the Series 63 and Series 66 designations and has 24 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he facilitates football drafts for the World Championship of Fantasy Football. 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 network of financial advisors and branch offices across the United States.

Caitlin Martines is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Yerbae Enhanced Sparkling Water, Higher Groud Healing, and Gamlin Restaurant Group. Outside of her advisory role, she owns a handmade goods business creating quilts. 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 approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremiah Slankard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, N.A., American Freight, and Darden Restaurants. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Caroline Kearns is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds.

Michael Easton is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Teresa Bippen is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, and has 26 years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she is involved in managing timeshare rentals and holds leadership positions in vacation property and sales and marketing businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 an extensive nationwide network of financial advisors and branch offices.