Heather Piskulic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having nine 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Christopher Lord is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent nine years at Umb Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Steven Hasenmueller is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for three years before joining LPL Financial in 2018. He serves as a board member for Southminster Presbyterian Church, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Justin Fischer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2024 and previously worked at The E.W. Scripps Company and Gray Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Kelly Meyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists with invoicing for a construction business owned by her husband. Edward Jones serves individual and institutional clients with a broad range of wealth management services, operating a nationwide network of financial advisors and providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

William Brennan is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO Private Ledger, since 2006. Brennan is also involved in the sale of fixed, non-variable life insurance through multiple companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, along with services such as retirement plan consulting and brokerage.

Luke Bauer is a CFP® and holds a Series 66 license with Edward Jones in St. Louis, MO. He has six years of experience at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, his work history includes roles at Young Life, Harold's Doughnuts, and Greenscape Gardens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. 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, operating under a fiduciary standard.

Paul Sieben is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, including eight years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Taylor Ringkamp is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held positions at TD Ameritrade, Shipt Inc., Zurvita, DoorDash Inc., Randstad HR Solutions, and Waterway Gas & Wash. 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 investment guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment offerings.

Veronica Coleman is a CFP® with 17 years of industry experience. She is currently with LPL Financial, where she began in 2025 after 17 years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Deanna Marx is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Timothy Clark is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has served as a high school basketball coach at University City High School for 9 years and a football and track coach at Priory High School for 11 years. Clark has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of advisors and branches nationwide.

Tyler Rizzo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He works with individuals and families to develop financial plans that adapt to their evolving needs and goals, emphasizing open, honest, and transparent relationships. Tyler's career in finance includes various roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before becoming Vice President. Prior to joining Fidelity, he gained experience as a Financial Solutions Advisor and Relationship Manager at Bank of America Merrill from 2017 to 2021. He holds an Arkansas insurance license. Outside of his professional duties, Tyler enjoys activities such as beach outings, biking, golf, snowboarding, and spending time with family, including parenthood.

Kenneth Horseman is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2017, he spent six years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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, model portfolios, and retirement plan consulting.

Jeremy Spellmeyer is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Advisors LLC, Cetera, and First Allied Securities, Inc. Outside of his advisory role, he is involved with Legacy Tax Advisors, LLC, providing tax preparation and accounting services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven solutions.

Margaret Cox is a Chartered Financial Consultant (ChFC®) with 10 years of experience in the financial services industry. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Scott Lay is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2013. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and various insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients nationwide, offering portfolio management, financial planning, and retirement services through a large network of independent advisors.

Dane Gray is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015, based in St. Louis, MO. 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. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Todd Swan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Swan is involved with Blesses Hope Bible Church in St. Louis, contributing a few hours monthly. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Kelsey Randall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning and employs structured discovery processes and firm-approved tools to develop its plans.