Stephanie Grimm is a financial advisor with Edward Jones in St. Charles, 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 more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Valerie Sorensen is a financial advisor with Ameriprise in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in essential oils education through a home-based business and assists with leadership activities in Rotary District 6060. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes customized recommendation reports and ongoing tax-aware withdrawal strategies.

Jeffrey Rogers is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2002. He holds a Series 63 license and is based in St. Peters, MO. 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 network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Burkart is a CFP® with 11 years of industry experience and is currently an advisor at Fidelity Investments in Saint Charles, MO. His prior work history includes roles at TD Ameritrade, Scottrade, Larson Financial Group, and Equitable Advisors. Burkart is also the sole proprietor of NL Trading LLC, where he monitors and executes option trades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs via systematic methodologies.