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.

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. 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 provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 in Frontenac, MO, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his wife’s trust and is a member of the finance committee at Mt. Zion United Methodist Church in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Steven Glazer is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services from 2016 to 2024. In addition to his advisory role, Glazer is involved in selling life and health insurance products and Medicare plans through his own LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a variety of investment types and third-party solutions.

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.

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.

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 financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior experience includes roles at Scottrade Inc and Signature Consultants. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Ann Granquist is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 66 registrations and 25 years of industry experience, all with Merrill Lynch since 2001. Outside of her advisory role, she is employed by J Crew, where she works in shipment processing and sales floor stocking. 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 clients including individuals, pension plans, and charitable organizations.

Paul Hardy is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and has held various roles including internships and university positions. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Kathryn Berra is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation and Series 66 license, with six years of industry experience. She has been with Edward Jones since 2015 and also has a long tenure at Costco Wholesale dating back to 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated services through a large national network of financial advisors and branch offices.