Christopher Behr is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and 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 manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Murphy is a financial professional at Merrill with a Series 66 designation and one year of industry experience. He has held positions at Bank of America, Cetera, and Renaissance Financial. Prior to his financial services career, he was involved with Saint Paul's Outreach and the Florida State University Athletic Department. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Dirks is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Oscar Health Insurance, WebAge, Nuvei, and IBM. He also serves as an online professor at Arizona State University, where he teaches a course on User Information Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Malloy is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Karmak, Elsevier, and Equifax. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with a focus on tax-efficient services and operating under a fiduciary standard.

Brian Parker is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include various positions at Wells Fargo Advisors and Wells Fargo Clearing spanning from 2010 to 2022. 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 services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Manuel Palan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 15 years at Stifel Nicolaus & Co., Inc. Outside of his advisory role, he owns a rental property in Chesterfield, Missouri. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Zachary Yanker is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked for U.S. Bancorp Investments, Inc. and Edward Jones. Outside of his advisory role, he is the sole member of Workhorse Industries, LLC, a business with no active duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

David Herber is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Tom Reynolds Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise in Saint Louis, MO. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting and expense management business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that integrate research, modeling, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Killian is a Series 66 licensed financial advisor with Edward Jones in Saint Louis, MO, where he has worked since 2013. He has 12 years of industry experience. 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 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.

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Ronald Presnell is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and 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. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Madeline Fauss is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Enterprise and JPMorgan Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julie Winkler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones in St. Louis, MO, since 2016. 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 offers a range of advisory strategies supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

John Lenox is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2026, he worked at Edward Jones from 2024 to 2026. Outside of financial advising, Lenox has held various roles across multiple sectors including delivery services and restaurant groups. 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.

Michael Saettele is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Steele is a financial advisor with Edward Jones in Clayton, MO, holding a Series 66 credential and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages an LLC that operates rental properties in the St. Louis area. 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 and affiliated investment products through a large nationwide network of advisors and branch offices.

Julie Harris is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2003, totaling 23 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Riley Zack is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. Prior to joining Edward Jones in 2026, he worked at American General Life Insurance/Corebridge Capital Services Inc for six years and Wells Fargo Advisors for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.