Jared Ramsey is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1996. Outside of his advisory role, he has involvement in managing rental property through a short-term leasing arrangement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Shane R. Lunsford is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2002. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Venessa Van Schalkwyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Assurance Brokers. Outside of advisory work, she sells non-variable insurance products, including health and group benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management services through a large network of advisors and employs both discretionary and non-discretionary investment strategies supported by research and technology tools.

Michael Smiley Jr. is a financial advisor at Merrill with a Series 66 credential and 10 years of experience at the firm. He previously had a role at Peacock Productions in 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Berry is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Kurtis Van Allen is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Van Allen is involved as Creative Director at K2 Creative LLC, producing music and content for film, podcasts, and marketing agencies, and serves on the board of STL.org, focusing on business development in the arts and culture sector. He also provides guitar lessons. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

William Valentine is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 20 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Nancy Werner is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Epsilon (ADS Alliance Data Systems) for 21 years and has experience as a marketing consultant and a role at Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jessica Kim is a financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2016 and previously worked at Aerotek. Outside of her advisory work, she has experience working as a waitress at a restaurant in Valley Park, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Jacob Giaccotto is a financial advisor at Edward Jones in St. Charles, Missouri, holding a Series 66 designation with nine years of industry experience. He previously worked at Midland States Bank from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he sings in a Renaissance choir based in Sappington, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Curt Kruse is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Morgan Stanley. Outside of advising, he serves as treasurer for a homeowner’s association and co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Anthony Frierdich is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Owl Health and Relias. Mass Mutual Investors Services 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 seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Aaron Ezell is a Series 66–registered financial advisor with Edward Jones in Olivette, MO, and has 16 years of industry experience, all with Edward Jones since 2010. He operates within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Paul Bonifant is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, Morgan Stanley, and Missouri Valley Partners. He also serves as a trustee of a family living trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Meredith Meyer is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management and Scottrade. Outside of finance, she owns a small business producing and selling dips at farmers' markets and festivals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Frank Nowicke is a financial advisor at Charles Schwab & Co., Inc. with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at several firms, including TD Ameritrade, Pruco Securities, Ameriprise Financial Services, NYLIFE Securities, and New York Life Insurance Company. 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, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Collin Mayer is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and several other companies in various roles. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.