Kevin Buie Sr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. He serves as a trustee and Governance Committee Vice Chair for Diversity, Equity, and Inclusion on the board of New City School in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Martin Tobben is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones since 2002. 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 and investment solutions through a large nationwide network of financial advisors and branch offices.

Angela Mandrell is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Bean is a CFP® professional affiliated with Charles Schwab who has four years of industry experience. Before joining Charles Schwab, he worked at TD Ameritrade and has experience assisting in family business activities including roles at Katie's Pizza and Katie's Frozen. Charles Schwab & Co., Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Susan Bachmann is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. She 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 advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Catherine Baize is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where she is a partner of the Shannon Baize Group. In her role, Catherine and her team work with affluent families, professionals, and business owners, focusing on preserving, growing, and sustaining their desired lifestyle through retirement. They develop tailored wealth strategies designed to provide clients confidence in their financial future, managing personalized investment approaches that may incorporate individual stocks, Merrill Lynch model portfolios, and third-party strategies. With over two decades of experience in the banking and financial services industry, Catherine joined Merrill Lynch in 2011 after serving as a Premier and Private Client Advisor. She holds a Bachelor of Arts degree in Business Management from Maryville University of Saint Louis and has earned the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Catherine's client focus areas include education planning, retirement income, tax minimization, executive compensation, and portfolio management, among others. She is committed to fostering long-term relationships through personalized financial strategies and proactive discussions that consider current economic and social issues. Catherine is actively involved in her community in keeping with Merrill’s tradition and dedicates time to volunteering with local organizations. She lives in St. Louis with her husband and three daughters. Outside of work, Catherine enjoys gardening, sewing, softball, traveling with her family, watching movies, and practicing yoga. She is fluent in English and Tagalog (Filipino).

Mallory Immethun is a Series 66 licensed financial advisor with six years of experience at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Prior to this, she worked at NDX Keller Laboratories and has involvement with Stella Blues Vapors, Inc. outside of her financial services career. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Danielle Kwiatkowski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of experience at the firm. Prior to her current role, she worked briefly in massage therapy and taught at St. Louis Community College. 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 over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.

Jessica Rudolph is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Her prior employment includes roles at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade Inc. 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 investment options, combining multiple wrap programs with integrated brokerage, custody, and advisory services.

August Larson III is a CFP®-designated financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2022. Based in St. Louis, MO, Larson holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 advisors.

Melanie Winski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. 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.

Kelly Jager is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her financial advisory role, she maintains a solo criminal law defense practice handling a limited number of pro bono traffic cases for family and close friends. 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 through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Temirlan Dauletbayev is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Johns Hopkins University, the Central Bank of Kazakhstan, KPMG, and Darmen Technology & Solutions, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Stephen Peters is a Senior Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He specializes in retirement plan consulting and private wealth management, assisting clients with corporate benefits, employee financial health, legacy planning, and personal retirement planning. Stephen works closely with HR leaders and plan sponsors to enhance benefits programs through financial education, fiduciary oversight, employee engagement, and plan design support. Stephen holds a Bachelor's Degree from the University of Missouri and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach focuses on understanding clients' long-term goals and developing personalized financial strategies to help pursue those objectives. Outside of his professional role, Stephen participates in community service with organizations such as Habitat for Humanity, St. John Lutheran School, and the St. Louis Area Foodbank. His personal interests include football, golfing, reading, and soccer.

Eric Paul is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 65 designation and has worked at Wilmington Trust Investment Advisors since 2005, as well as at M&T Bank and M&T Securities since 2003. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Delise Rion is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Tyler Sherry is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a self-employed game developer and digital artist, creating 2D and 3D art and occasionally publishing games on various platforms. 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 range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Brian Grenia is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in expense management consulting through his business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, emphasizing assets held in Ameriprise-managed accounts.

Beth Parker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has engaged in selling old collectibles on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Catherine Woodside is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory role, she is involved in retail sales as an associate with Isagenix. Charles Schwab 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 using multi-asset model portfolios and maintains a large client base supported by integrated custodial and brokerage services.