Patrick Aydt is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1984. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive financial guidance to businesses, individuals, and families. Patrick focuses on helping clients maintain their purchasing power, lifestyle, and dignity during retirement, offering expertise in retirement and education planning, risk-managed investing, portfolio management, tax minimization, and lending services through Bank of America, N.A. Patrick earned a Bachelor of Science degree from Kansas State University in 1978. Over his career, he has developed specialized knowledge in areas including family wealth management strategies, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He works closely with clients to coordinate financial plans with their CPAs and attorneys, ensuring alignment of tax and estate planning strategies. Patrick also participates in community organizations, serving as a board member and donor to The Repertory Theater of St. Louis and supporting the Missouri Botanical Garden. Outside of his professional duties, Patrick enjoys biking, dancing, golfing, hiking, reading, swimming, yoga, and spending time with his family. He resides in St. Louis and has been actively involved in local civic and charitable roles throughout his career.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at SagePoint Financial since 2013, where he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. Schmidt joined OSAIC in 2023. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management, including access to third-party money managers and alternative investments.

Philip Toben is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Trevor Reese Jr. is a financial advisor at Edward Jones with 48 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones since 1978. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Curtis is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Raymond James & Associates in St. Louis, MO. His prior work history includes roles at Matillion, Parry's Pizzeria & Taphouse, Plante Moran, and Crosslin. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning and investment consulting with various portfolio management approaches.

Jacob Mc Collum is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 credential and three years of industry experience. He has worked with LPL Financial since 2022 and has a background that includes coaching high school football. Outside of his advisory role, he is involved in coaching football at Eureka High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by various model portfolios and research.

Matthew Eaton is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with a three-year period at Wells Fargo Clearing Services LLC. Prior to his financial services career, Eaton spent 11 years with the St. Louis Metropolitan Police Department. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Sellmeyer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior roles include work with Accelerate Education and ongoing involvement with Chesterfield Presbyterian Church and Westminster Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Dale Hicks is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Outside of his advisory work, he oversees a property management company for a vacation home he owns. 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 a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Daniela Petu is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at Partners Group and the Northwestern University Kellogg School of Management. 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 through a large network of financial advisors and branch offices nationwide.

Malcolm Keegan is a Series 66 licensed financial advisor with Edward Jones in Ofallon, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a partner in a real estate investment LLC that he opened with his wife to manage rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed account strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Qilun Zhou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Zhou served in the United States Navy for seven years and worked at the University of Rochester for two 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Windau is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in St. Louis, MO, he holds a Series 63 license. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Westall is a CFP® professional with 13 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2026 after a decade at Stifel Independent Advisors, LLC. Westall serves on the school board of Ascension Catholic School, contributing to governance and decision-making. 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 provides integrated brokerage and investment advisory services with various platforms and tools to create customized portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Wright Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, as well as working as an individual consultant. 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 network of financial advisors and branch offices.

Gregory Shepardson is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2021. He previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. for 19 years. Shepardson is also a commissioned notary public in the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo entities since 2015. Diehl is a 100% owner of Diehl Asset Management, LLC, and has a significant ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning. The firm combines advisory services with other financial product offerings and referral channels.

Hongduo Knuckles Li is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and having eight years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. 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 a combined non-discretionary and discretionary advisory model with multi-asset portfolios and centralized operational support.

Joseph Klug is a financial advisor at Edward Jones with 9 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. 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 nationwide network of over 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.