Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Bart B. Ozbun is a Senior Resident Director and Managing Director at Merrill Lynch Wealth Management. He leads the Ozbun, Deimund, Beckham Group and has been involved in the financial industry since 1985. In 1995, Bart established the Merrill Lynch Wealth Management office in Cape Girardeau, Missouri. His role involves providing tailored financial analysis and portfolio strategies to both private wealth and institutional clients. Bart's expertise encompasses retirement planning, education planning, estate planning services, life insurance, long-term care analysis, portfolio management, lending through Bank of America, retirement plans, and business succession planning. He integrates clients' unique objectives and risk-reward tolerance to assist in achieving their financial goals. Bart has been recognized multiple times on the Forbes "Best-in-State Wealth Advisors" list from 2021 through 2026. He holds a Bachelor's degree in Finance from Arkansas State University, earned in 1985, and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bart is an active member of the Cape Girardeau Area Chamber of Commerce. He resides in Marble Hill with his wife, Lorili.

Thomas Duchild is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. His prior roles include positions at Robert Half, Stifel Nicolaus & Co, and Commerce Bancshares Inc. 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.

Ivana Blagojevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and BMO Harris Financial Advisors. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services through various portfolio management styles and affiliated research resources.

Angela Link is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and CFA® designations and possessing 12 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Edward Jones Trust Company from 2011 to 2016. Outside of her advisory role, she is involved in managing commercial property through AMF Clayton LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Lisa Leonard is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior work includes roles at Securities America, Inc., Voya Financial Advisors, and managing her own firm, Lisa A. Leonard LLC. Outside of her advisory work, she volunteers with several organizations including the Powell Gardens Education Committee and the Junior League of Kansas City, and she participates in antique merchandising. Osaic Wealth serves a diverse client base, including individual and institutional investors, providing brokerage and investment advisory services, financial planning, and access to a range of investment platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory and managed-account solutions.

Kimberly Keegan is a Series 66-licensed financial advisor with Ameriprise, based in Ballwin, MO, and has 20 years of industry experience. She has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Parkway West Softball Boosters, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Douglas Hardin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at US Bancorp Investments, Waddell & Reed, and Gemini Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Ethan Bazan is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, he worked in the food service industry, including positions at Hendel's Market Cafe and Doozle's Frozen Custard. 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 affiliated discretionary separate managed accounts, supported by centralized custody and a distinctive operational structure.

John Adams is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in office management, client service, and business planning at RDN, LLC. Ameriprise offers retirement-income planning services aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients approaching or in retirement.

Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Janot Bezerra Netto is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Raintree Wealth Management, ATB Financial, and TD Canada Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 with Edward Jones in Ellisville, MO, holding Series 63 and Series 66 licenses. He has 48 years of industry experience, all with Edward D. Jones & Co., L.P. 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 advisory programs and maintains a large nationwide presence with extensive affiliated capabilities.

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, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and has been involved in coaching high school football at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party models while supporting advisors with advanced research and operational tools.

Matthew Eaton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones from 2016 to 2018 and again since 2021, with a three-year tenure at Wells Fargo Clearing Services LLC in between. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.