John Caruso Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Joshua Steele is a financial advisor with Edward Jones in Saint Peters, MO, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets 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.

Mary Blythe is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones and Northwestern Mutual Investment Services LLC. Mary is based in St. Louis, MO. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Dolores Fain is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following a 17-year tenure at UBS Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Casey Whalley 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. He has been with Edward Jones since 2003. Whalley also serves as a FINRA non-public arbitrator, participating in dispute resolution processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Lodes is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been affiliated with LPL Financial since 2012 and Cornerstone Wealth Management, LLC since 2013. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Behl is a CFA® charterholder and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001 and previously worked at Morgan Stanley Dean Witter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Norris is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 63 and Series 66 designations and has 12 years of industry experience, all with Wells Fargo since 2014. 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 third-party sources.

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

George Ballard is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Inc., Scottrade, Inc., and Total Quality Logistics. Outside of his advisory work, he sells sports trading cards on eBay. 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 offers a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

John Kriegshauser is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Investment Consultant, Workplace Financial Consultant, and Director, Retirement Planner. In his current role, he focuses on creating clear, actionable, and personalized financial plans to help clients pursue their significant life aspirations. John holds an Arkansas Insurance License and brings extensive experience in retirement planning and investment consulting. His approach emphasizes educating and empowering clients to efficiently manage their financial resources. Outside of his professional work, John engages in family activities and enjoys outdoor pursuits such as golf, hiking, skiing, and traveling.

Jacob Herget is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2018 and focuses on helping individuals and families make confident financial decisions through personalized planning and trusted relationships. He holds bachelor's degrees in Finance and Marketing from Saint Louis University. Jacob's expertise includes employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Born and raised in St. Louis, Jacob values building lasting relationships with his clients and delivering meaningful value in every interaction. Outside of work, he enjoys spending time with his family and friends, participating in various sports such as baseball, basketball, football, golfing, pickleball, and running, as well as cooking, traveling, and volunteering in the community.

Jill Jacoby is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she has been involved with the St. Louis Art Museum since 2015. 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, supported by a large nationwide network of financial advisors and branch offices.

Timothy Yazawa is a financial advisor with Fisher Investments in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity Investments and TD Ameritrade. Fisher Investments provides discretionary portfolio management to a diverse client base of institutional and private investors worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with various risk management techniques.

Kyle Corley is an Investment Consultant currently working at Fidelity Investments. He partners with clients to help them achieve their financial goals by implementing personalized planning strategies. His approach involves building trust and understanding to create plans tailored to individual needs and continuously monitoring them as circumstances change. Kyle has experience in various roles at Fidelity Investments, including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative in 2024. Prior to joining Fidelity, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional work, Kyle has personal interests in board games, cars, fitness, and football.

Lisa Werner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brett Wolf is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2015 and previously worked at the University of Missouri-St. Louis. Outside of his advisory role, he is associated with Cure8 Ventures, a health and wellness venture capital firm in St. Louis. 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 operates a nationwide network of more than 23,700 financial advisors.

Elizabeth Rugg is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, she worked at The Horseman Group and National Planning Corporation. Outside of her advisory work, Ms. Rugg is involved in community service through membership in the Kiwanis Club and teaches occasional yoga classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm has a large nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Katherine Gough is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Raymond James since 2007. Outside of her advisory role, she serves on the finance and investment committee of Immacolata Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Maureen Flanagan is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Edward Jones and Waddell & Reed, Inc. Flanagan has also served on the Women & Leadership Advisory Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by advanced operational and research tools.