David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. 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 advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Amelia Tobias is a financial advisor with Stifel, holding a Series 66 designation and bringing six years of industry experience. She has been with Stifel since 2018, following prior roles at Avenica and Xcell Orthopaedics. Outside of her advisory work, she is involved in rental property management. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services guided by proprietary investment analysis developed by its Investment Strategy Group.

Jeffrey Fraelich is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. 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.

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Wilson is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade for seven years and held positions at Recursive Labs and Ricoh USA. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Joseph Leuchtmann is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Marathon Financial Planning, and LPL Financial. Outside of advisory work, he has worked as a contractor driver for ride services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 offers a range of discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Debra Middleton is a financial advisor with Edward Jones in Bridgeton, 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, including both high-net-worth and non-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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 with both discretionary and non-discretionary strategies.

Eleanor Jacobs is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009. Outside of her advisory role, she has ownership interests in investment-related businesses including MAGIS, LLC and E JACOBS CFP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Richard Wurl is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Drawing on resources from Merrill and Bank of America, he provides insights and banking solutions tailored to changing market conditions. Richard holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Truman State University and his Master's Degree from Saint Louis University. In addition to his professional work, Richard participates in community volunteer activities in line with Merrill's tradition of serving the communities where they operate.

Patrick Clarkin is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 15-year tenure at Charles L Crane Agency. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Tonie Coleman 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. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.

Jeffrey Cary is a financial advisor with LPL Financial in Kirkwood, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firm since 2000. Outside of his advisory role, he owns and operates a farm called Cary’s Mound Farm. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property in St. Louis. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lindsay Baumgartner is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she works part-time as a certified pharmacy technician at Walgreens and is self-employed as a dog and house sitter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary advisory programs.

Paul Myers is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Briney is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. He has been with LPL Financial since 2022 and previously worked at Westminster Christian Academy and Truman State University. Outside of finance, he is involved in volleyball coaching and owns multiple volleyball-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.