Nicholas Gray is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he was employed at Express Scripts, Inc. and Westminster Christian Academy. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karl Nelson is a CFP® certificant with 21 years of industry experience and has been with Edward Jones since 2009. He is located in Chesterfield, MO, and holds Series 63 and Series 66 registrations. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large national network of advisors and branch offices.

Chad Winscher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Aleksandr Pshichenko is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Charles Schwab, TD Ameritrade, and TIAA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with principles of diversification and modern portfolio theory in its investment approach.

Joseph Wheeler is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade Inc. Outside of financial advising, he works part-time in event staffing with Keystone Event Staffing, assisting with customer service and crowd management at local events. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 separately managed accounts and offers a range of investment options supported by centralized custody and operational capabilities.

Mark Talbott is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Michael Grosch is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Charles Schwab. Outside of advising, he has experience managing rental property and works part-time as a bartender and assistant in the construction industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary client relationships with access to discretionary managed accounts and a multi-asset investment approach supported by centralized custody and operational services.

Mary Smith is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of her advisory role, she works part-time as a cashier at Walmart. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Pashia is a CFP® professional with 18 years at Edward Jones and 6 years of industry experience. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jessica Peterson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Md Younus is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that consider clients' full financial picture and priorities. His areas of expertise include retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Younus holds a Master of Business Administration (MBA) and a Master of Science in Finance from Webster University, as well as a Bachelor's degree from the State University of Bangladesh. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Arabic, Bengali, Urdu, and Hindi, he is dedicated to building long-term client relationships based on understanding their priorities and goals. Born in Bangladesh and having lived in Dubai before moving to St. Louis in 2013, Younus engages in community activities including volunteering with Bank of America's Better Money Habits program, Food Bank, IFGSTL, and YMCA. His personal interests include fishing, racquetball, soccer, pickleball, and cricket.

Andrew Trapp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Clayton and Crume and involvement with Western Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Nicholas Behnen is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Philip Wellman is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 36 years of industry experience. He has previously worked at Ameriprise Financial Services and UBS Financial Services. Wellman also operates Wellman Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Steven Snyder is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Helix Alternative Technologies Inc., LPL Financial, Fortigent, LLC, and Dunham. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jessica Sinks is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Brian Therien is a CFA® charterholder with 19 years of industry experience. He has been with Edward Jones since 2004, serving as a financial advisor in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rodney Bond is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.

Christopher Ernst is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Before joining Raymond James in 2017, he worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2017. Ernst also operates Hake Investment Group since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning supported by analytical tools and risk profiling.

William Duepner is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, Missouri. He has 16 years of industry experience and has been with Edward Jones since 2006. In addition to his advisory role, Duepner is involved with Duepner Distributing, Inc., a distribution company where he serves as Distribution Manager. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.