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

Patrick Loechl is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Russell Investments from 2008 to 2010. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of advisors and utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

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, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with several St. Louis nonprofit organizations, including the St. Louis Crisis Nursery and Christian Hospital. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party advisory models, offering services through a large network of Investment Adviser Representatives.

Scott Schaefer is a Series 66 licensed financial advisor with Edward Jones in Jerseyville, IL, and has two years of industry experience. Prior to joining Edward Jones, he worked at Kernan Land Company and has been involved in property caretaking and farm management. Outside of his advisory role, he owns SK Farming, a land enrolled in the Conservation Reserve Program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial 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, holding Series 63 and Series 66 registrations and over 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is developing a cut-your-own Christmas tree business expected to launch within several years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones in St Charles, MO. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeremy La Plant is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining LPL Enterprise in 2025. He serves on the board of a local nonprofit organization, Westlake Country Club, in Jerseyville, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated insurance and trust services.

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® with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously held roles at Madison County and for State Representative Dwight Kay. Outside of his advisory work, Gray organizes college students to circulate petitions for political candidates. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branches nationwide.

Brent Fulkerson is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 17 years of industry experience. His career includes roles at TD Ameritrade, CUNA Mutual Group, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services supported by advisory representatives and third-party subadvisors.

Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advising role, Medford is involved in basketball coaching, serving as an assistant coach for Lewis & Clark Community College men's basketball and coaching varsity boys basketball at Marquette Catholic; he also runs a youth basketball camp in Jerseyville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

David Chartrand is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a fiduciary for the Fern C Bauer Educational Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.