Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment due diligence.

Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.

Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. 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 nationwide network of advisors and branch offices.

Caleb Sanders is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at United Planners and Tribute Financial and serves as a worship pastor at Reclaim Christian Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

Michael Baryo II is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked with Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. 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, managing approximately $1.01 trillion in assets.

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Richard Flores is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved in professional golf for 20 years and has owned a consulting business related to golf and club fitting. He also assists with park maintenance for the City of Bridgeton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of advisors and branches.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. 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 investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Victor Mccool is a financial advisor with LPL Financial in Wentzville, MO, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates McCool Financial Group as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank beginning in 2014. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Zachary Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Securities America Advisors, and Investacorp Advisory Services. Outside of advisory work, he is involved in general construction and sells 3D printed products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.