Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.

Abigail Huckabee is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Mercy Investment Services, Inc., Saint Louis MetroMarket, and Washington University in St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a combination of proprietary research and third-party data.

Matthew Merrick is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2010. Outside of his advisory role, Merrick is also active as a mortgage loan originator and insurance agent in individual and group life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, utilizing firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Rodney Patt is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc. and Osaic Wealth. Outside of financial advising, he owns and operates multiple non-investment businesses, including equipment rental, excavation, a campground, and administrative services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and uses model-driven investment strategies complemented by discretionary management and third-party custodians.

De Abrion Joyner is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Natasha Thaman is a CFP® professional with six years of experience in the financial industry. She currently works at Edward Jones and has previously held roles at Apollon Wealth Management, Charleston Center for Cosmetic & Restorative Dentistry, Commerce Bank & Trust, and Buckingham Asset Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Rebecca Lammert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of experience. Her prior work includes roles at Keystone Staffing and Tech Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Steven Stork is a Series 66 licensed financial advisor with Edward Jones in Manchester, MO, where he has worked since 2011. He has 14 years of experience in the industry. Stork serves as a board member for the Mid-East Area Agency on Aging, contributing to initiatives for improving and funding the local senior center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 financial advisors.

Spencer Seher is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 21 years of industry experience. He 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 range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Douglas Creech is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and IBM. Outside of his advisory role, Creech serves on development and planned giving boards for nonprofit organizations focused on early intervention services for children and families and supports fundraising efforts for a charitable public safety organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Payton is a CFP®-certified financial advisor with Edward Jones in Maryland Heights, MO, and has four years of industry experience. Before joining Edward Jones in 2021, he worked for seven years at Washington University in St. Louis. Outside his advisory work, he and his spouse own and manage a small rental property business through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers both discretionary and non-discretionary advisory programs under a fiduciary standard.

David Gunn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Denis Mehmedspahic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and bringing nine years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Painter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 financial advisors and branch offices.

Nhuong Cao is a CFP®-certified financial advisor with Charles Schwab in St. Louis, MO, bringing three years of industry experience. Prior to joining Schwab, Cao worked at TD Ameritrade and has a background outside finance that includes four years at LG Vina Cosmetics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Phillip Smerek is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2007. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Leicht is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing from 2001 to 2008. Leicht is a commissioned notary public in Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Emily Kanefield is a financial advisor at Morgan Stanley Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates firm-approved planning tools and market assumptions to help model financial outcomes.