Todd Wilhelm is a CFA® charterholder with 28 years of industry experience. He has been with Edward Jones since 1997, based in St. Louis, MO. Outside of his advisory role, he owns a condominium in Tuscaloosa, AL. 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 wrap fee strategies and access to separately managed accounts and affiliated mutual funds.

Ryan Douglass is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial industry, including education and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Michele Oswald is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Shane Emaus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Protiviti from 2015 to 2018. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.

David Chubak is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He previously worked at Citigroup for nine years before joining Edward Jones. Outside of his advisory role, he is involved as a limited partner in several early-stage and venture capital funds, including Blue Seed Capital Fund, Valhalla Ventures, Tamarack Capital, and HOF Capital Growth Opportunity XLVI. 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 large national network of financial advisors and branch offices.

Brittany Candler is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, TD Ameritrade, and Great Circle. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

William Chulick Jr Jr is a CFA® charterholder and holds a Series 66 license. He has seven years of industry experience and has been with Edward Jones since 2019. Prior to that, he worked at Anheuser Busch Employees' Credit Union and was affiliated with Depauw 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Anthony White is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Bank, St. Louis University, Creighton University, and Pacific Life Insurance. Outside of his advisory role, he owns and manages a clothing and apparel brand called JON BLANCO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm has a large network of advisors and branch offices and provides services under a fiduciary standard.

Diana Scher is a financial advisor with Edward Jones in Eureka, MO, holding a Series 66 designation and 15 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. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sarah Politowski Hefner is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following four years at TD Ameritrade and four years at Scottrade. 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 operates a primarily non-discretionary client relationship model while offering access to discretionary separately managed accounts and integrates custody, brokerage, and advisory services within a large-scale, centralized operational structure.

Paul Wibbenmeyer is a Financial Advisor with Merrill Lynch Wealth Management, where he guides individuals, families, and small business owners through complex financial decisions. With over ten years of experience, he focuses on creating clear investment plans tailored to each client's unique goals, emphasizing disciplined strategies and long-term market participation. His expertise covers areas such as retirement planning, college education funding, legacy planning, managing new wealth, portfolio management, employee benefits, tax minimization, and small business strategies. Paul works closely with clients to develop and adjust financial plans that adapt to changing circumstances. Paul holds a Bachelor's Degree from Southeast Missouri State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys a variety of sports including baseball, biking, football, golfing, hiking, ice hockey, pickleball, and soccer, and values spending time with his family and traveling.

Stephen Baise is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Joseph Coleman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Schwab in 2020, he worked at Stifel Nicolaus & Co Inc and Scottrade Inc. 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 affiliated discretionary separately managed accounts and offers a centralized operational structure across its extensive client base.

Melinda Mierek is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tanya Passmore is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2014 in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Larm is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. 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 large network of financial advisors and branch offices nationwide.

Sara Musch is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of experience at the firm and 11 years in the industry. She holds the Series 66 designation. 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 more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Chrissy Degnan is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. She has worked at Edward Jones since 2015. 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 national network of financial advisors and branch offices.

Sandra Manker is a CFP® professional with 30 years of industry experience, currently affiliated with Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Town & Country, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.