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.

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.

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.

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 in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in various positions including at T-Mobile, FedEx, DoorDash, and UPS. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services, offering a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

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® professional with 11 years of industry experience, currently serving with LPL Financial since 2021. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as managing business entities such as Christian Goeke Enterprises, Inc. He maintains several business entities for tax or investment purposes unrelated to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-enabled investment strategies.

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.

Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Simmons Bank since 2020 and previously at PNC Investments from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a nationwide network of investment adviser representatives.

Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christina Noble is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at Aerotech and Chesterfield Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions and manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Mary Blythe is a CFP®-certified financial advisor based in St. Louis, MO, with six years of industry experience. She currently works at LPL Financial, joining in 2025 after roles at Edward Jones, Northwestern Mutual Investment Services LLC, and Seamus Group LLC. Prior to her financial advisory career, she held positions in education with Rockwood School District and as a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.

Paul Higgins is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2007. Higgins serves as a board member of Trailnet, a nonprofit organization focused on fostering safer urban environments for cycling and walking. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Matthew Goldenberg is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held positions at U.S. Bancorp Investments, Inc. for 23 years, as well as City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Brady Westphal is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1992 and holds Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as ongoing annual relationships that focus on clients’ goals using firm-approved analytical tools.

George Ballard is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Inc., Scottrade, Inc., and Total Quality Logistics. Outside of his advisory work, he sells sports trading cards on eBay. 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 management supported by centralized custody and operational infrastructure.

John Kriegshauser is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Investment Consultant, Workplace Financial Consultant, and Director, Retirement Planner. In his current role, he focuses on creating clear, actionable, and personalized financial plans to help clients pursue their significant life aspirations. John holds an Arkansas Insurance License and brings extensive experience in retirement planning and investment consulting. His approach emphasizes educating and empowering clients to efficiently manage their financial resources. Outside of his professional work, John engages in family activities and enjoys outdoor pursuits such as golf, hiking, skiing, and traveling.