Michael Mueller is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Kevin Miller is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones for ten years. Outside of his advisory role, he co-owns a business that wholesales identification tags and occasionally assists with its accounting. 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 supported by a large nationwide network of advisors and branch offices.

Nicholas Lampi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is also involved in event coordination through his role as secretary of Eventive Meetings LLC. 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 network of financial advisors and branch offices nationwide.

Keith Weik is a financial advisor with Edward Jones in Fenton, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Brian Rapoport is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Edward Jones since 2012. 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 network of financial advisors and branch offices nationwide.

John Mohler is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Advisors for nine years before joining Edward Jones in 2025. 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 national network of advisors and branch offices, with assets under management totaling approximately $1.01 trillion.

Jamie Buchanan is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 14 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, 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 a large nationwide network of financial advisors and branch offices.

Daniel Meltz is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses. He has eight years of industry experience, including six years at TD Ameritrade and four years with Charles Schwab. 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Jennifer Kingston is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a co-leader of a local Girl Scout troop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Brandon Tiu is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Abigail Lancaster is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a party planning business, A La Carte Parties, in St. Louis, providing cookies, cupcakes, and party decor. 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 is notable for its large network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Gregory Waters is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 11 years and has operated Waters Financial Group, Inc. since 1989. Waters also manages an insurance agency as part of his business activities. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Young is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Sean Corley is currently a Planning Consultant at Fidelity Investments, where he works closely with clients to develop and refine financial plans tailored to their family's specific needs. In this role, he collaborates with clients to build comprehensive strategies and maintains open communication to ensure the effectiveness of their financial plans. Sean's experience at Fidelity Investments spans multiple roles since 2022, including Relationship Manager, Client Service Support Specialist 3, High Net Worth Service Associate, and Customer Relationship Advocate. This progression through various client-facing positions has provided him with a broad understanding of financial services and client relationship management. Outside of his professional duties, Sean has interests in cars, football, and movies.

Scott Schickling is a CFP® and Series 63 registered advisor affiliated with Cetera, with 19 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency and operates his own CPA firm specializing in tax preparation and accounting. Outside of his advisory role, he serves as president of a construction company and owns a real estate entity that holds his office building. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christian Rowe is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he held various roles including work at Auffenberg Dealer Group, The Crossing, and Southland Christian Church. Outside of his advisory work, he is a part-time personal trainer at the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics and allowing clients to combine planning services with managed accounts under a consolidated billing option.

Joshua Morgan is a Series 66 licensed financial advisor with Edward Jones in Eureka, Missouri, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Morgan serves as a captain and commander of the 1137th Military Police Company in the Missouri National Guard and works as a staff accountant at Owensville Christian Church. 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, with a nationwide network of over 23,700 financial advisors.

Teresa Smith is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013 and is also involved with Friendship Brewing Company since 2017. 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 nationwide network of financial advisors and branch offices.

Patricia Danchus is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 1996. 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 through a large nationwide network of financial advisors and branch offices.

Julie Cato is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Edward Jones since 2012. 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 options supported by a large national network of advisors and branch offices.