Martin Nadeau is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with United Planners' Financial Services of America, Securities America, and Investacorp, Inc. In addition to his advisory role, Nadeau is involved in tax preparation and accounting through Tribute Tax and Accounting and serves as an insurance agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by a large nationwide network of financial advisors and branch offices.

Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. 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 and branch offices.

Paul Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with LPL Financial since 2011 and also has a longstanding connection with Bank of Old Monroe. Edwards operates under the trade name Old Monroe Investment Services. 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 provides a range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Brian Horner is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked within Thrivent since 2023. Outside of his advisory role, Horner serves as a board member on the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for its Dedicated Planning Service.

Bruce Jones is a financial advisor at Cetera with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Avantax Insurance Agency LLC, Jones Wealth Management, and Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Jones also owns Jones Wealth Management, a DBA through which he offers investment and advisory services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning solutions, supporting both discretionary and non-discretionary strategies across multiple program structures.

Ashli Estes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at LPL Financial since 2015, following roles at Wells Fargo Clearing, Edward Jones, and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies, supported by various operational and research tools.

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Kevin Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at Investacorp Advisory Services, Securities America, and United Planners' Financial Services of America. Outside of advisory work, Daniels is an author involved in book sales related to teaching and coaching, and he serves as chairman of the board for Reclaim Christian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports investment adviser representatives with extensive research, model portfolios, and technology tools, while providing access to various financial products and institutional platforms.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Independent Advisors, LLC for 22 years and STIFEL for 2 years before joining OSAIC in 2026. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and various management options.

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.

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Audrey Mcmillen is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2022 and at Securian Financial Services from 2020 to 2022. Prior to her advisory career, she worked at Pella Windows & Doors from 2016 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages model portfolios for intermediary platforms and holds regulatory registrations that support its advisory and fund management activities.