Jonathan Herdler is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in advertising and media sales at OUTFRONT Media for four years. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Ashley Mc Whorter 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 over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Andrea Pobst is a Series 66-credentialed financial advisor with Merrill in Frontenac, MO, holding four years of industry experience. Prior to joining Merrill in 2021, she spent five years with Midwest Organics Inc. Pobst also serves as a power of attorney for several family members. 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 strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Putzel is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Welborn is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2014. 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 advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Yen Schicke is a CFP® and holds a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2015, based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Eaton Gowan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Oberweis Dairy and Lowe’s, and has experience associated with Bradley University and local community organizations including Webster Groves Ice Arena and Webster Groves High School. 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 strategies, supported by a large nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Larry Flynn is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following a nine-year tenure at Wheelhouse Securities Corp. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Thomas Bindbeutel III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc. and roles in education at Truman State University and Liberty High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements without discretionary authority.

Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.

Bart B. Ozbun is a Senior Resident Director and Managing Director at Merrill Lynch Wealth Management. He leads the Ozbun, Deimund, Beckham Group and has been involved in the financial industry since 1985. In 1995, Bart established the Merrill Lynch Wealth Management office in Cape Girardeau, Missouri. His role involves providing tailored financial analysis and portfolio strategies to both private wealth and institutional clients. Bart's expertise encompasses retirement planning, education planning, estate planning services, life insurance, long-term care analysis, portfolio management, lending through Bank of America, retirement plans, and business succession planning. He integrates clients' unique objectives and risk-reward tolerance to assist in achieving their financial goals. Bart has been recognized multiple times on the Forbes "Best-in-State Wealth Advisors" list from 2021 through 2026. He holds a Bachelor's degree in Finance from Arkansas State University, earned in 1985, and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bart is an active member of the Cape Girardeau Area Chamber of Commerce. He resides in Marble Hill with his wife, Lorili.

Thomas Duchild is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. His prior roles include positions at Robert Half, Stifel Nicolaus & Co, and Commerce Bancshares Inc. 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 large nationwide network of financial advisors and branch offices.

Ivana Blagojevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and BMO Harris Financial Advisors. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services through various portfolio management styles and affiliated research resources.

Thomas Visintine is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the DeNovo Advisory Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

Angela Link is a CFP® and CFA® credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 12 years of industry experience. She is also involved with AMF Clayton LLC, a commercial property ownership business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kimberly Keegan is a Series 66-licensed financial advisor with Ameriprise, based in Ballwin, MO, and has 20 years of industry experience. She has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Parkway West Softball Boosters, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Ethan Bazan is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, he worked in the food service industry, including positions at Hendel's Market Cafe and Doozle's Frozen Custard. 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 affiliated discretionary separate managed accounts, supported by centralized custody and a distinctive operational structure.

Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.