Tara Morgan is a financial advisor at Edward Jones in Foristell, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated financial products through a large national network of advisors and branch offices.

Jessie Schanz is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2007. 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 and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Robert Masterson is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses and bringing 25 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, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services, operating under a fiduciary standard.

Albert Kraus is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2010, based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions and manages approximately $1.01 trillion in assets, supported by a nationwide network of roughly 23,701 financial advisors.

Karl Wunderlich serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on aligning clients with the appropriate people, plans, and processes to support their individual financial ambitions. He works with clients to develop personalized strategies for objectives such as funding children’s education, planning for retirement and potential health care costs, and achieving long-term family goals. Karl brings expertise in financial planning and investment management, guided by a principle that clients come first. He listens to clients’ personal goals to offer tailored solutions, leveraging the resources available through Merrill Lynch, including advanced planning tools and financial strategies. Karl is supported by a team with over 35 years of combined experience. He holds a Bachelor's Degree from the University of Tulsa and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Monica Kiburz is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She has worked at Edward Jones since 2020 and previously was employed at Impressions Direct from 2015 to 2019. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

William Turnbough is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee of Mt. Zion United Methodist Church in St. Louis and acts as a trustee for his wife's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses a research-driven approach incorporating diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Steven Glazer is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services INC for eight years and MSI Financial Services, Inc. for 19 years. In addition to his advisory role, he is involved in selling life, disability, long-term care, group life, health, and Medicare-related insurance products through affiliated entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with services spanning financial planning, portfolio management, and retirement consulting, supported by a large multi-advisor platform and a complex affiliate network.

Nina Breen is a CFP® professional with 12 years of industry experience. She is currently with LPL Financial and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Breen also operates Gatewood Wealth Solutions, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kelly Curland is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she addresses the financial concerns of high net worth clients and assists with their service and planning needs. She collaborates closely with her Wealth Management Advisor to build relationships and support clients in achieving their personal and financial goals. Kelly has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. This experience has provided her with a comprehensive understanding of wealth management and client relationship management.

Matthew Robinson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Regions Bank, Mass Mutual Investors Services, TD Ameritrade, and Scottrade. Outside of advisory work, he is the owner of several property management and holdings companies. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment strategies.

Ann Kerr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013, with a brief gap before returning in 2016. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jordan Cochrum 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, following roles at JurisTemps Legal Staffing, Vertical Communications, and Red Robin. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Garrett Ozbun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on cultivating relationships with high-net-worth clients to develop wealth strategies tailored to their individual needs and goals. Garrett employs a Goals-Based Wealth Management approach, emphasizing cash management, wealth planning, and investment advisory services. He uses tools such as Personal Wealth Analysis to forecast clients' financial pictures over time and inform long-term decision-making. Garrett joined Merrill in 2011 and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri and a Master of Business Administration (M.B.A.) from the University of Mississippi, completed through an accelerated graduate program. Prior to becoming a certified financial planner in 2016, Garrett focused on aligning financial strategies with clients' lifestyles and goals. Outside of his professional role, Garrett enjoys cooking, music, spending time with his family, and traveling.

Jerry Dunivan is a financial advisor with Charles Schwab in Clayton, MO. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including roles at Charles Schwab Bank and TD Ameritrade. 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 discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized and integrated platform.

Robert Mabbitt is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Daniel Berra is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and Merrill. Berra also serves as a wealth advisor at Regions Bank, where he is involved in customer service and lending activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services.

Emily Watts is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at the University of Missouri Writing Center and Kate Spade New York. Outside of advising, she has worked as a beauty consultant for Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large national network of advisors and branch offices.

Adam Bimslager is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Signature Consultants and Scottrade Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Elizabeth Schwadron is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2005. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.