Shane Myers is a CFP® professional with 16 years of experience in financial advising. He has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets through its nationwide network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

David Cummings is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at 440 Investment Group, LLC, Intl Advisory Consultants Inc., and RCP Advisors, LLC. Outside of his advisory work, he serves on the board of the Mid-American Alternative Investment Association, coaches middle school basketball, and is involved with the Fathers & Families Support Center. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 under management 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.

Shaun Griese is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory role, he is a silent partner in a real estate wholesaling and rehabbing business and is involved as a managing partner and insurance agent in two LLCs focused on the sales of fixed annuities and various insurance products. OSAIC serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to provide customized portfolio management and access to third-party managers.

Justin Hitzfeld is a Financial Consultant who emphasizes providing a top-tier client experience by collaborating with fellow financial professionals to build lasting relationships based on integrity and trust. His professional background includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, a Senior Financial Consultant at TD Ameritrade from 2017 to 2021, and a Financial Specialist II at PNC Investments from 2012 to 2017. Outside of his professional career, Justin's personal interests include board games, family activities, music, reading, and writing.

Jennifer Logush is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 11 years of experience with the firm. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy O Neill is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2015 and was previously associated with One Financial Group from 2018 to 2021. Outside of her advisory work, O Neill is CEO and branch manager of two support companies, One Financial Group and Schneider Asset Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using quantitative tools and supports municipal and public-finance work through a unique institutional affiliation.

John Benson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He previously worked at TD Ameritrade, Scottrade, and First Command Advisory Services. Outside of his advisory role, he engages in woodworking as a hobby and creates furniture and household goods, which he plans to sell. 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational resources.

Stephen Dreyer is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, Missouri. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at TD Ameritrade and the University of Missouri-Saint Louis. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Kevin Loyd Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. Outside of his advisory role, he owns SHM Comics, LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple industries including electrical distribution and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and extensive affiliated services.

Nicholas Ninedorf is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and is based in Maryland Heights, MO. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Loeffler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in St. Louis, MO, and holds a Series 66 designation. Outside of his advisory role, he is a partner in The Chocolate Rooster, a bakery located in Marthasville, MO. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Vishal Bharadwaj is a financial advisor at Merrill Lynch Wealth Management. He focuses on helping business owners and executives manage liquidity events and structure exit plans that maximize wealth retention and provide options for future financial success. With experience observing private equity and business brokerage processes, Vishal works closely with his clients to address the challenges that arise after selling a company, such as tax exposure and deal complexities. He partners with a dedicated team to offer advanced tax strategies, access to a private buyer network for mid-market transactions, and financing solutions tailored to specialized industries. Vishal holds a bachelor's degree from the University of Missouri System. He is committed to providing personalized guidance to help clients build secure financial futures.

James Ellis is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Alpha Skills Inc and Arnerich Massena. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to provide a range of discretionary and non-discretionary investment solutions.

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 credentials. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities America Inc. for 19 years and has been involved with Financial Transitions, LLC since 2007. Outside of his advisory role, he provides small business consulting and prepares federal and state tax returns for individuals and entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers comprehensive brokerage and advisory services, incorporating advanced asset-allocation tools and third-party investment solutions.

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.