Joshua Burton is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Hankammer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024, and before that, he served as an Investment Consultant at Charles Schwab from 2021 to 2023. He began his career as a Financial Services Professional at TD Ameritrade from 2020 to 2021. His approach to financial planning emphasizes understanding each client's unique goals and circumstances, aiming to build a foundation of trust for developing comprehensive financial plans. Outside of his professional work, Benjamin enjoys baseball, fitness, outdoor adventures, reading, skiing, and volunteering.

Cortney Knipp is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and beginning her industry career in 2025. Prior to Edward Jones, she held positions at Aspire Studios, Washington University in St. Louis, and Six Red Marbles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Stephen Schreiber is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2019, following a 14-year tenure at First Heartland Capital Inc. Based in St Peters, MO, Schreiber holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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, operating under a fiduciary standard.

Taylor Stockdale is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2020, Stockdale held positions in various roles within the salon and hospitality industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that include financial planning and asset allocation guidance based on a proprietary methodology developed by its Investment Strategy Group.

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Russ Clever is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2001 to 2009. He serves on the Finance Committee of the Assumption Catholic Church of O'Fallon. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Daniel Shelley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2005. Outside of his advisory role, he is the owner of Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a broad range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Jason Reynolds is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Chesterfield, MO. Outside of his advisory work, he is involved in business ownership through Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered in partnership with its financial advisors.

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

Aaron Cole is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 securities designations and has been with Edward Jones since 2000. Based in Maryland Heights, MO, Cole provides financial advisory services through one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a significant retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

George Simon Jr. is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates Simon Financial Group, his independent advisory firm. Prior to this, he worked at UBS Financial Services for nine years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals.

Larry Grubish is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in St. Louis, MO. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Sarah Fagnani is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. She previously worked at Wells Fargo Clearing Services and Signature Consultants before rejoining Edward Jones, where she has worked for a combined total of 15 years. Outside of her advisory role, she is co-owner of a weightlifting coaching business in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Lawrence Clark is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade and 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized custodial and operational support.

Rebecca Mc Nulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at HM Capital Management and Botz Deal & Company PC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, 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, operating under a fiduciary standard.

Grant Carter is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, The Scion Group LLC, and Midwest Regional Bank. Outside of advising, he serves as treasurer for MT Flowers, a floral and gift store. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.