Adam Foster is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Adam Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through various advisory wrap fee programs, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Patricia Stout is a CFP®-certified financial advisor with Edward Jones, where she has worked for 18 years. She holds the Series 66 license and is based in St Peters, 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 solutions, maintains a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Charles Stewart is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and the Paul Rotermund Agency. Stewart is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements.

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Andre Nelson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Nelson serves as a board member for Cardinal Glennon Children's Hospital in St. Louis and provides marketing advice to a travel agency. Edward Jones is a full-service wealth management firm serving 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.

Steven Wyatt is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Raymond James & Associates, and Wells Fargo Advisors. Wyatt is based in Ballwin, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Zachary Macha is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. 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 combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and a centralized operational structure.

Jonathan Ruzzo is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including DoorDash, Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and Brown Smith Wallace. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Bonham Freeman is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. for nine years and has been involved in insurance sales with various carriers through W&R Insurance Agencies since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party providers.

David Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Steurer is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he is involved in office management, client service, and business planning for RDN, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team.

Colin Hennessey is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016 and has nine years of industry experience. He is also the CEO and president of Hennessey Clothing Company, a print-to-order clothing business based in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

John Dooley is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and STL Wealth LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

Carolyn Link is a financial advisor at Charles Schwab with 40 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of her advisory work, she serves as co-trustee for her parents' trust. 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory, custody, and order-routing arrangements.

Daniel Klug is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2008. Daniel holds Series 63 and Series 66 licenses and is based in Chesterfield, MO. 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.

Skyla Wolcott is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. Her previous work includes twelve years at TD Ameritrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Robert Guynn is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 10 years of industry experience. He 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, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of roughly 23,701 financial advisors nationwide.

Todd Gilmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2019. With over 30 years of experience in the investment industry, he specializes in family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Mr. Gilmore holds the Certified Investment Management Consultant (CIMC) certification obtained in 2000, the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program, and earned the Retirement Management Advisor (RMA) certification in 2020. He earned his Bachelor's Degree from Southern Methodist University and a Master of Business Administration (MBA) from the University of Missouri System. In addition to his professional work, Todd is involved in community organizations including Habitat for Humanity, Kids in The Middle, and Bonhomme Presbyterian. His personal interests include baseball, cooking, football, golfing, hiking, spending time with his family, traveling, and watching movies.

Ethan Eitel is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual and its affiliates since 2012. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships tailored to client goals.