Gary Meyer is a financial advisor with Edward Jones in Florissant, MO, holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Meyer is a silent partner and owner in Henke's Restaurant/Tavern in Florissant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and is notable for its extensive advisor and branch network along with affiliated capabilities beyond advisory services.

Rubie Tucker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. She is listed as a partner in a publishing and advertising business owned by her husband but has no active responsibilities in that venture. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

John Burke is a financial advisor with Ameriprise in St. Charles, MO, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Loechl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Gregory Reinhardt is a financial advisor with Edward Jones in Godfrey, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he coaches high school baseball and junior high basketball in Valmeyer, 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stanley Williams Jr. is a financial advisor with Equitable Advisors in Florissant, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and also worked with Axa Advisors, LLC during that time. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with the St. Louis Crisis Nursery, Imani Rites of Passage and Company, and Christian Hospital. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, utilizing client intake processes to tailor services and offering both discretionary and non-discretionary investment management.

Scott Schaefer is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Kernan Land Company and had roles at Lockhaven Golf Club and The Woodlands Golf Club. Outside of financial advising, he is involved in farming activities, managing land enrolled in the Conservation Reserve Program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Andrew Dittberner is a financial advisor with LPL Financial in St. Charles, MO, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he is developing a cut-your-own Christmas tree business expected to launch in several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.

Shengbing Shao is a financial advisor with Charles Schwab in St. Charles, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes positions at TD Ameritrade, Beyondtrade Securities Inc., Global Kids English, and Scottrade Inc. Outside of his advisory role, he owns and operates A&B Retail, LLC, a retail business involved in importing products and managing supplier relationships. 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 advisory solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Sarah Brenker is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Edward Jones in St. Charles, MO since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Jeremy La Plant is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2025. La Plant serves on the board of a local nonprofit, Westlake Country Club, in Jerseyville, IL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, Model Wealth Portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Marveena Miller is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and with seven years of industry experience. She previously worked at Mobile Eye Solutions and Ferguson Special Business District. Outside of her advisory role, she serves as a part-time community director for the Ferguson Neighborhood Improvement Program, assisting with grant research and writing. 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 is notable for its extensive retail advisor and branch network.

Lindsay Waters is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Waters has worked at Thrivent Financial and Thrivent Investment Management since 2022, following 18 years at Country Insurance & Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called WealthPlan.

Matthew Gorton is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and LPL Financial. Outside of his advisory career, he owned a power washing business from 2020 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

Dalton Gray is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in political work including roles with State Representative Dwight Kay and the House Republican Organization. Outside of advising, he organizes college students to circulate political petitions for candidates in Troy, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.