Zachary Mansell is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously spent two years at PIMCO Investments LLC and Pacific Management Investment Co LLC. Mansell also owns a real estate rental management business in New York City. 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 strategies, and operates under a fiduciary standard.

Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Gregory Lowhorn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, Jag Capital Management, LLC, Jones Lang Lasalle, and Wyndham Vacation Ownership. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored programs.

Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves 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 guidance supported by multi-asset model portfolios and centralized operational structures.

Melissa Carter is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Cynthia Franklin is a Series 66-licensed financial advisor with Edward Jones in Saint Charles, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is an independent stylist for Color Street, selling nail polish strips. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Benjamin Wishman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Edward Jones since 2024, he worked at Edward Jones Investments from 2016 to 2024. 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.

Aaron Fayzulayev is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Ally Invest Securities LLC and Aegis Capital Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Tricia Vossenkemper is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Timothy Myers is a financial advisor at Edward Jones in St. Louis, MO, with 7 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 1998. 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 and investment options, operating under a fiduciary standard.

John Hesse is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored client strategies.

Conor Kelliher is a financial advisor at Edward Jones in St. Louis, MO with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines and Signature Consultants. 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 and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Haseeb Ahmad is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008, totaling 18 years of industry experience. He has been involved as an Independent Business Owner with Quixtar Inc., a web-based business network, though his membership is currently dormant with plans for termination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a large nationwide advisor and branch network.

Alex Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial professional since 1998 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Alex is committed to providing clients with tailored financial and retirement strategies to help them build a solid foundation for confident decision-making. With over 15 years of experience, Alex offers personalized strategies in areas including retirement planning, trust and estate planning in collaboration with clients' tax accountants and attorneys, long-term care strategies, life insurance strategies, wealth preservation, educational planning, managed strategies, financing purchases, transfer of wealth, and business succession planning. He emphasizes a hands-on approach to ensure clients' short-term and long-term goals are met. Alex graduated from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing finance. He grew up in the St. Louis area and resides in Washington, MO with his wife and two children. He is a member of the Knights of Columbus and involved in his church community.

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Blanke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise, The Artisan Boutique Hotel, and Hussongs Cantina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Paul Freehill is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018 and cumulatively has six years of industry experience. His prior work includes roles at the University of Notre Dame and M&T Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through one of the largest advisor networks in the industry.

Jamee Czerniewski is a financial advisor with Edward Jones in St Peters, MO, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Teresa Schlafly is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. She previously held roles at USAA Financial Planning Services and USAA Investment Services Co. Schlafly is involved as a member of Nova TLC Sports LLC, a family venture related to pickleball equipment distribution. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.