Andrew Trapp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Clayton and Crume and involvement with Western Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Nicholas Behnen is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Philip Wellman is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 36 years of industry experience. He has previously worked at Ameriprise Financial Services and UBS Financial Services. Wellman also operates Wellman Wealth Management, a DBA for his LPL business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Steven Snyder is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Helix Alternative Technologies Inc., LPL Financial, Fortigent, LLC, and Dunham. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Any Systems, Interco Trading Co, and the Oak Spring Garden Foundation. Outside of his advisory work, he serves as an assistant coach for the 2011 birth year team in the St. Louis AAA Blues youth ice hockey program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan.”

Jessica Sinks is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Brian Therien is a CFA® charterholder with 19 years of industry experience. He has been with Edward Jones since 2004, serving as a financial advisor in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rodney Bond is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.

John Mussman is a CFP® and holds a Series 63 license with 26 years of experience in the financial industry. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Christopher Ernst is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Before joining Raymond James in 2017, he worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2017. Ernst also operates Hake Investment Group since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning supported by analytical tools and risk profiling.

William Duepner is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, Missouri. He has 16 years of industry experience and has been with Edward Jones since 2006. In addition to his advisory role, Duepner is involved with Duepner Distributing, Inc., a distribution company where he serves as Distribution Manager. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Vernice Smith is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Outside of his advisory role, he mentors athletes through a sports agency, drawing on his background as a former professional football player. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Brandon Koenigstein is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he serves as a financial arbitrator. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 advisors.

Alex Cole is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2019 to 2021 before returning to Edward Jones in 2021. Outside of his advisory role, he owns and operates a content creation business called Mid Millennial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing over $1 trillion in assets.

Natasha Benton is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retail and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Saali is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and solutions, supported by a large nationwide network of financial advisors and branch offices.

Heather Piskulic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having nine 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Nicholas Still is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at the Mt. Sterling Community Center YMCA from 2015 to 2018. 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 and investment solutions under a fiduciary standard.

Steven Hasenmueller is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2015 to 2018. He serves as a board member of Southminster Presbyterian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment programs and platforms, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools and research technology.