Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Marco Financial, LLC, and New York Life Insurance Company. She is also involved with Marco Financial, LLC in capacities beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.

Krunal Shah is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. He previously worked at Citigroup for two years and spent three years at Washington University in St. Louis before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Miao Sun is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Sun has been with Edward Jones since 2015. 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 solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Syron is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2010. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jason Browning is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Based in St. Louis, MO, Browning operates within a large institutional firm that serves a broad range of clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities beyond traditional advisory functions.

Christine Klopstein is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she serves as Treasurer for the PTA/Ladies Guild at Sacred Heart Florissant, managing expenses and budgets for community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Jaime Pina is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he manages two LLCs, including Pina Family Fun LLC. 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.

Synthea Fischer is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. She holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Michelle Galvin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she works as a consultant for a skincare company. 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 address diverse client needs. The firm develops tailored recommendations using proprietary research and tools, with implementation options available through its brokerage or advisory programs.

Troy Mc Cormick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2007, spanning 19 years at the firm. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Reta Baker is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Edward Jones since 2017 and previously spent two years at Morgan Stanley. 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 over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment options.

Caralee Wrenn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of experience. She has been with Edward Jones since 2005. 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 managed solutions, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Brandon Elledge is a financial advisor at Charles Schwab based in St. Louis, MO, with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked at TD Ameritrade and has experience in both financial services and hospitality, having worked at Paradise Tropical Bar & Grill. Charles Schwab 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. Schwab offers a combination of non-discretionary advice and access to discretionary SMAs, supported by multi-asset model portfolios and a formal alternative-investment process.

Samuel Butterfield is a financial advisor with Edward Jones in Chesterfield, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at West Bend Lakes Golf and Sunset Country Club, and has been involved with several educational and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Richard Beemer is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a nationwide network of more than 23,700 financial advisors.

Haley Gibson is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Ward is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked in various roles including at Indiana University and CutCo Cutlery. 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 a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kimberly Killian is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012 and has been involved with Culver's Restaurant since 2009. 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 investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kelly Waller is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this, Waller worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of advising, Waller holds a 16.6% ownership interest in MAGIS LLC, a financial practice based in Chesterfield, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its proprietary research and tools, delivering tailored recommendations through advisor meetings and client summary letters.

Timothy Gegg is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.