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 held prior roles at Cetera and Paul Rotermund Agency. Stewart also serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 worked at firms including Edward Jones, Raymond James & Associates, Wells Fargo Clearing, and PNC Wealth Management. Wyatt joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Zachary Macha is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 advisory models, multi-asset portfolio guidance, and access to alternative investments within a centralized and integrated operational structure.

Gregory Kraus serves as the Senior Resident Director at Merrill, where he focuses on personalized wealth management strategies tailored to clients' long-term financial goals. He leverages investment insights from Merrill combined with banking and lending solutions from Bank of America to create flexible financial plans that respond to changing market conditions. Gregory holds a Bachelor's and a Master's degree from Southern Illinois University System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also contributes his expertise through participation in organizations such as the American Red Cross Planned Giving Council, Concordance Academy of Leadership, and the SIU-Carbondale School of Accountancy Board of Directors. Outside of his professional responsibilities, Gregory is involved in community service with groups like the American Red Cross, MS Society, Pedal the Cause, and Stray Rescue. His personal interests include golfing, cycling, running, attending sporting events, and spending time with family.

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 credentials and bringing 30 years of industry experience. His prior roles include positions at Merrill and Waddell & Reed, Inc. Freeman has also been involved in insurance sales through various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional retirement platforms with a broad suite of advisory and brokerage services.

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 in Wentzville, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STL Wealth LP, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Carolyn Link is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and MetLife Investment Fund Services LLC. She also serves as co-trustee for her parents' trust. Charles Schwab & Co., Inc. serves predominantly 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 provides an integrated approach including custody, brokerage, and cash-sweep services.

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 prior experience includes 13 years at TD Ameritrade Inc. before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, 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 SMAs, offering multi-asset model portfolios and a distinctive integrated operational structure.

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.

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.

Raymond Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes 10 years at Wells Fargo Clearing, 13 years with Stifel, and 2 years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.