Andrea Phillips is a financial advisor with Equitable Advisors who holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Edward Jones and Vantage Credit Union. Outside of her advisory work, she provides tutoring services to college students and industry professionals through Varsity Tutors. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs delivered through a broad network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Cindy Burke is a CFP® with 28 years of industry experience, currently associated with Cetera. She has worked with Cetera since 1997 and also operates Burke Financial Advisors, LLC, providing financial and accounting services. Additionally, she serves on the board of First State Community Bank and participates on the George & Helen Duckworth Scholarship selection committee. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment strategies and program structures, overseeing more than $256 billion in assets under management.

Shawn Gibbs is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and serves in the U.S. Army Reserve, where he has been active since 1993. Edward Jones is a full-service wealth management firm that serves individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory and investment services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. 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 broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Julie Thompson is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Before joining Fidelity, she worked in various roles including positions at Super Bright LEDs and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and advisory roles with multiple registered investment companies.

Thomas Borich is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1992. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, supported by a nationwide network of over 23,700 financial advisors.

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Edward Jones since 1995. 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 and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses. She has 26 years of industry experience, all with Edward Jones since 2000. 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 tax-efficient services.

Shawn Smith is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 63 and Series 66 designations. Based in Wentzville, MO, Smith provides services through one of the largest networks of financial advisors in the country. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Kevin Moore is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Dick's Sporting Goods, and Petro Mart. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment due diligence.

Christopher Curry is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was employed at Bank of America, N.A. and Merrill from 2017 to 2022, and at Verizon Wireless from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations incorporating ESG eligibility and support from related investment-management entities.

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, 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 broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Caleb Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has prior experience with United Planners and Tribute Financial, and he currently serves as a worship pastor at Reclaim Christian Church. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Baryo II is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked with Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. 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, managing approximately $1.01 trillion in assets.

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Richard Flores is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved in professional golf for 20 years and has owned a consulting business related to golf and club fitting. He also assists with park maintenance for the City of Bridgeton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of advisors and branches.

Nicholas Gibson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIBC Bank USA, Cetera Investment Services, and Regions Bank. Outside of his advisory role, he volunteers as a youth baseball coach with the US Nationals Baseball Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs.