Shannon King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, King worked at several law firms and legal organizations, including Lashly & Baer, L.P., Roberts Perryman, Brown and James, and the United States District Court for the Eastern District of Missouri. 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 managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Timothy Baldes is a CFA® charterholder and holds a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008 in St. Louis, MO. Outside of his advisory role, he serves on the Mercy Health Foundation board and is involved with the Regional Business Council of Social Venture Partners in St. Louis, where he sits on the grant committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

David Gantt is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gantt is involved in consulting on strategic sales and product management processes through Striker Management Group and serves as an adjunct professor at Westminster College and Maryville University. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory services.

Russell Bacon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and previously at Pacific West Securities, Inc. since 2006. Outside of his advisory role, he serves as a board member for Money Smarts School of Finance for Children, a nonprofit organization focused on financial education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with assets exceeding $256 billion under management.

Gabriel Fish is a financial advisor with LPL Financial in St. Louis, MO. He holds a Series 65 designation and has professional experience spanning several roles across financial services and education since 2016. Prior to joining LPL Financial in 2026, he worked at Feltz WealthPLAN and held positions at EADA Business School and First Command Financial Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Daniel Green is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Richmond Heights, MO. He has 19 years of industry experience, including 17 years with Edward Jones since 2009. Outside of his advisory work, he was previously a partner in a dormant record label business, Good Die Young Records LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates with a nationwide network of over 23,700 financial advisors.

Amy Haywood is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at the National Geospatial Intelligence Agency and the Missouri Attorney General's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Porter III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. 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 23,000 financial advisors.

Douglas Vernon is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to his current role, he spent 15 years at Wildwood Christian Church and periodically preaches for local churches. He also serves as a board member for the West St. Louis County Chamber of Commerce, contributing to planning activities and growth strategies for local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses covering a wide range of planning topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Ryan Lavene is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Edward Jones in 2016, he worked at First Allied Securities, Inc. and First Financial Planners, Inc. He also operated Belize Diving Academy for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Benjamin Zaegel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Angela Bulgarelli is a CFP® with 35 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is involved in business ownership with Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team working alongside financial advisors.

Brian Douglas is a financial advisor at Edward Jones in Saint Peters, MO, holding a Series 66 credential with six years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Client Services, Inc. and McCarthy Leonard Kaemerrer. Outside of finance, he is involved in woodworking with Columbia Candles, LLC, performs live music locally, and was formerly a partner in a sports tournament franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Julia Crean is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she was affiliated with the University of Chicago and the University of Notre Dame in various capacities. 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 investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Nicole Morgan is a financial advisor at Edward Jones in Tempe, AZ, with three years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Baltazar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America Private Bank, Citigroup, Merrill, and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and analytical tools to develop tailored financial plans while generally acting in an advisory capacity for clients.

Paul Pagano is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as the Executive Director and Director of Acting for the Gateway Center for Performing Arts, a performing arts studio and school. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors.

Nicholyn Bennett is a CFP® certificant and Series 66 license holder with 16 years of industry experience. She has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michelle Stewart is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and manages rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering various advisory programs and affiliated investment products under a fiduciary standard.