Jeremy Blaine is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work experience includes roles at Northwestern Mutual Wealth Management Company, Kevin Dooley, Northwestern Mutual Investment Services LLC, and Gerard Hempstead. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Victoria Lesage is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Thoughtprocess Interactive and Velvet Morning Press. Her other business activities include involvement in book editing and receipt of royalties from Amazon.com, Inc. 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 large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

David Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Walsh is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors and managing over $256 billion in assets.

Jeffrey Fox is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory work, he is a notary and an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management tools.

Kristina Franke is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney. 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 for individuals, high-net-worth clients, and institutions, with portfolio implementation tailored by strategy and investment preferences.

Graham Fullerton is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. before joining Charles Schwab in 2022. 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 and discretionary advisory models with multi-asset portfolios and a formal alternative investments program, supported by a large integrated operational structure.

Veronica Swearingen is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has also served in several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager in 2023, and Financial Representative in 2022. In her role as a financial consultant, Veronica partners with clients to develop personalized financial plans tailored to their unique goals and needs. Her process is focused on providing clients with comprehensive information to support confident financial decision-making. Outside of her professional work, Veronica enjoys hiking, spending time with pets, reading, skiing, traveling, and practicing yoga.

Gregory Boschert is a CFP®-certified financial advisor with Edward Jones in St. Charles, MO, and has 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Danielle Coffyn is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, Danielle was employed at bioMerieux and St Louis Language Immersion Schools. Outside of advising, she is involved in writing, including poetry book sales and contributions to a Substack newsletter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary strategies, a broad range of affiliated investment options, and operates under a fiduciary standard.

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Avery Braun is a Financial Consultant who collaborates with clients to develop customized financial plans tailored to their family's specific financial situations, goals, and needs. In this role, Avery provides clients with tools and resources and aims to build trusting and reliable relationships. From 2020 to 2022, Avery worked as an Advanced Trading Specialist at TD Ameritrade, gaining experience in trading and financial markets. In personal time, Avery engages in activities such as baseball, family activities, fishing, fitness, hiking, and traveling.

Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Robert Fienup is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, with 17 years of industry experience. He has been with Edward D Jones & Co since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Jared Freese is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2021, he worked for Northwestern Mutual in wealth management, investment management, and life insurance from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary portfolio management approaches.

Phillip Hawkey is a Series 66-licensed financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he assists his wife with a part-time DoorDash activity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rhys Luster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Fruend is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years before joining Osaic in 2026. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party solutions, operating through a large network of affiliated advisors and platforms.

Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.

David Aronson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2009. In addition to his advisory career, he has been involved with Coats and Things since 1974. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.