Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Jeffrey Gendron is a CFA® charterholder and holds the Series 66 designation, with 17 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stephanie Matt is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, with 15 years of industry experience, all with Edward Jones since 2011. Outside of her financial advisory work, she operates as an independent travel agent planning Disney vacations through MickeyTravels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Katharine Clauss is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Shelley is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at OSAIC since 2005 and previously spent six years at Edward Jones. Outside of his advisory role, he owns Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Julia Beckerjeck is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and having 37 years of industry experience. She has been with Edward Jones since 1985. Outside of her advisory role, she works part-time as a clerk at a gift shop on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with more than $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a national network of financial advisors and branch offices.

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, Missouri. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jason Reynolds is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory work, he is involved in business ownership and consulting through Infinity Co-Op Enterprises. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rebecca Rodgers is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Rodgers coaches gymnastics at GymQuarters in O'Fallon, Missouri. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Timothy Mc Clelland is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Halm is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1998. 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 strategies supported by a large network of financial advisors and branch offices.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

David Woldman is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Edward Jones, Citigroup, US Bancorp Investments, First Bank, Bank of America, and Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

David Rauh is a financial advisor at Edward Jones in Saint Louis, MO, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

George Simon Jr. is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates Simon Financial Group, his independent advisory firm. Prior to this, he worked at UBS Financial Services for nine years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals.

Bryan Rapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of Kava Beverages LLC, a ready-to-drink beverage business based in Saint Louis. 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 investment solutions through a large nationwide network of advisors and branch offices.

James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Christopher Radzom is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at First Mid Bank & Trust, Raymond James Financial Services, and Commerce Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to deliver tailored retirement planning advice.

Laura Baughman is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO, and has seven years of industry experience. She has worked at Edward Jones since 2007, with a brief period at Athleta from 2021 to 2022. Outside of her advisory role, she contributes as a collaborator and content creator for Sea Captain Coaching, co-presenting seminars and authoring a book sold on Amazon aimed at college students and emerging leaders. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.