Shawn Hampton is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. for 11 years before joining Edward Jones in 2022. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lindsay Moody is a financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and operates a nationwide network of over 23,000 financial advisors, offering a variety of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Charlotte Matthews is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with Edward Jones in St. Louis, MO, for the past 10 years. Outside of her advisory role, she is a shareholder in Goodin Land Company, a farm based in Charleston, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ryan Knuckles Li is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Fadil Hodzic is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

Juanita Penfield is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Virgil Hall is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with six years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing Services LLC, CUNA Brokerage Services, Inc., and Merrill. He also worked at Meramec College for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jeremy Wertzberger is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He worked at TD Ameritrade from 2016 to 2020 before joining Edward Jones, where he has been since 2020. 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, operating under a fiduciary standard.

Mason Rickens is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Merrill, Gilliland Lee Financial Group, Buckman Enochs Coss and Associates Inc, and Huntington National Bank. Outside of advising, he owns a limited liability company, MJR Supply LLC, though it has not been active since its inception. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its investment approach.

Patrick Grace is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC from 1987 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm operates an integrated platform combining adviser programs with brokerage and insurance product sales.

John Weeks is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MassMutual and its affiliated firms since 2007. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships using firm-approved analytical tools.

Edward Donoghue is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His background includes roles at Intel and Arizona State University, alongside over a decade of service in the US Army, where he currently serves as a major in the Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michelle Newberry is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Shaw is a financial advisor with Ameriprise in Wentzville, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Shaw serves as secretary on the board of the Wright City RII Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Todd Buss is a financial advisor with Equitable Advisors in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Buss serves on the executive board of the Richard Chaifetz School of Business at Saint Louis University and is a committee board member of the Mathews-Dickey Boys’ & Girls’ Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Tamara Leach is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 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. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Michael Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, following four years at Wells Fargo Advisors. Based in St. Louis, MO, he currently serves clients through Edward Jones’s broad institutional platform. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Kohout is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, UHY, Botz Deal, and teaching positions at the University of Central Missouri, St Dominic High School, and Immaculate Conception of Dardenne Prairie School. He also operated Unchained STL Escape Rooms from 2020 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based financial planning covering topics such as retirement, taxes, estate, and business continuation, without including implementation, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Matthew Noben is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 credentials with eight years of industry experience. He previously worked at TD Ameritrade for six years and Centurylink for fourteen years. Charles Schwab & Co., Inc. serves a large client base 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Scott Benefield is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.