Timothy Grosswiler is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and Edward Jones. Outside of his advisory career, he serves as a part-time instructor at North Broadway Brazilian Ju-Jitsu in St. Louis. 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 both non-discretionary investment recommendations and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Da Nelle Lovis is a Series 66-licensed financial advisor at Edward Jones with 16 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, offering a range of investment advisory programs and strategies supported by a nationwide network of more than 23,700 financial advisors.

Jason Head is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. Prior to his work in financial services, he spent 17 years at Boeing. He is based in Chesterfield, MO. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and educational seminars.

Christopher Egland is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at TD Ameritrade, Busey Bank, and Southern Illinois University Edwardsville. Prior to his advisory career, his background includes roles at the Alzheimer's Association and Wallis Companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach. The firm is notable for its large scale and integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Elizabeth Anderson is a CFP® with 7 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

Joseph Garritano is a Series 66-licensed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2015. He has 14 years of industry experience. Outside of advising, Garritano serves as an adjunct professor at Saint Louis University, teaches undergraduate courses in project management and economics, and is active in local government including as Mayor of Wildwood, Missouri, and President of the Missouri Municipal League Board of Directors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Chi Tong is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Fidelity Investments for five years. 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 options supported by a large network of financial advisors and branches across the United States.

Gary Kulik is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Sodko is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Natalie Zerr is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has worked with Edward Jones since 2012, including a recent role at Edward Jones Bank beginning in 2026. 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, supported by a large network of financial advisors and branch offices nationwide.

Andrew Emmerich is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Sound Income Group, LLC. Outside of his advisory role, he operates Gracefield Enterprises LLC, which manages horse stables. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Safeer Pyarali is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he worked at Signarama and Southern Illinois University Edwardsville. Outside of advising, he is involved in retail work with Walmart as an online grocery order pickup associate. 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 nationwide network of financial advisors and branch offices.

Stephen Adair is a CFP® with 28 years of industry experience, currently with Ameriprise in Chesterfield, MO. He has been with Ameriprise and its predecessor entities since 1998. Outside of financial advising, he is involved in independent insurance brokering and consults on expense management through a business he owns. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes tax-aware withdrawal strategies and dependable income sources.

Bishesh Poudel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, his background includes roles at Fix Chesterfield LLC and the University of Missouri, UMSL Global Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kyong He Roh is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Andrew Waltke is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008. Outside of his advisory role, he serves as a board member and treasurer for The Little Bit Foundation in St. Louis, where he participates in financial oversight and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm is notable for its extensive advisor network, affiliated investment products, and a range of advisory strategies offered under a fiduciary standard.

Blake Deters is a CFP® and Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2014. He has 11 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 through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Paul Frauen is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Edward Jones since 2015. Based in St. Louis, MO, he is part of a large national team of advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Annie Lancaster is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large nationwide network of advisors and branch offices.

Stephanie Reuther is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1996, totaling 30 years at the firm. 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, and is notable for its extensive retail advisor network and affiliated financial services.