John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with four years of industry experience. He has worked at Edward Jones since 2022 and has prior experience in various roles at companies including Graybar Electric, Subway, UPS, and Universal Studios. 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 with a large network of advisors and branches, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Brandon Weisenborn is a CFP® and holds a Series 66 designation with 14 years of industry experience. He 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 households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial services supported by a national network of more than 23,700 financial advisors.

Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving 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 national network of financial advisors and branch offices.

Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2001. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Swearingen is a CFP® with six years of industry experience, currently practicing at Mass Mutual Investors Services. His prior positions include roles at Mass Mutual Life Insurance Company and Wintrust Financial Corporation. Outside of his advisory work, he assists with a family farm by helping with planting and harvest activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning relationships.

Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Wells Fargo Clearing, Prudential Equity Group, and Securities America Advisors. Outside of his advisory roles, he provides small business consulting and tax preparation services, including federal and state returns for individuals and various business entities, and serves occasionally as a notary public. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports discretionary and advisor-managed strategies along with third-party manager selections.

Timothy Nielsen is a CFP® professional with nine years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at Moneta Group Investment Advisors, Oppenheimer & Co., and Commerce Bank. Outside of his advisory work, he serves as Baseball/Softball Director for St. Clement of Rome, organizing schedules and team communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Warren Collins is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior work history with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved with PQH Wireless. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm generally implements investment strategies using model portfolios developed by internal and third-party research, offering financial planning, access to asset managers, and participation in wrap programs.

Nathan Loseke is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Before entering financial services, he worked in martial arts instruction and church development services. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Thomas Morrison is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes positions at TD Ameritrade, INC., Scottrade, and a catering business in St. Louis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within a large, integrated platform.

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets across over 10,000 advisors.

Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. 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 and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.

Robyn Sherman is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Private Wealth Management Teams to provide service and support aimed at establishing strong, meaningful, and lasting relationships with clients and their families. Robyn has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position beginning in 2023. Prior to joining Fidelity, she gained experience as a Senior Service Specialist at Edward Jones from 2006 to 2016. Outside of her professional responsibilities, Robyn has personal interests that include camping, spending time at the lake, parenthood, and traveling.

Kyle Bush is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role starting in 2022, he has held positions at firms including TD Ameritrade, Wells Fargo, and State Farm Insurance. Outside of his advisory work, he is employed as an associate at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 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, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

William Hopkins is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, APC Automotive, and Frontier Communications. He is based in St. Louis, MO. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Omar Maldonado is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Maldonado serves as a board member for The Adam Morgan Foundation, which provides technology support to individuals with disabilities, and as vice president of Rx Outreach, a nonprofit pharmacy focused on affordable medication access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without providing discretionary portfolio management or institutional advisory selection.

Alisha Werner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Charles Schwab, NYLife Securities, and TD Ameritrade, as well as a background in education. Outside of finance, she is a partner and owner of Wagon Wheel Rentals, LLC, involved in residential real estate. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented client relationships.