Robert Munroe is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Commonwealth Financial Network, Triad Financial Group, and Mass Mutual, among others. Munroe is also involved in fixed insurance sales as a secondary business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2007. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Chenot is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investor Services, LLC since 2013. In addition to his advisory role, he engages in life, disability, and health insurance sales, collaborating with Caravus to provide health insurance solutions to businesses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborations that use firm-approved technology to analyze client goals and deliver written recommendations.

Aaron Schoenecker is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Scottrade Inc. Outside of his advisory career, he has maintained longstanding involvement with Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 employs multi-asset model portfolios supported by comprehensive research and centralized operational infrastructure.

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2011. 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 across a large network of advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jennie Bishop is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. She worked at Scottrade, Inc. for 16 years before joining Edward Jones in 2018. Outside of her advisory role, she is involved as a member of Liston Farms LLC, operating The Liston Biscuit Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It 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.

Tara Pugh is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Reynolds is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 2009 and has also been with Bank of America, N.A. since 2011. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Medina is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab/TD Ameritrade for five years and has a background in the restaurant and retail sectors. 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 with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network and provides affiliated services including trust, mutual funds, and securities-based lending.

David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Amelia Tobias is a Series 66-licensed financial advisor with Stifel in Frontenac, MO, where she has worked since 2018. She has six years of industry experience, including prior roles at Avenica, Xcell Orthopaedics, and AMP Personnel Services LLC. Outside of her advisory work, she is an owner and landlord of a rental property. Stifel serves a wide range of clients, from individuals and high net worth investors to institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Fraelich is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center. 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, supported by a large network of financial advisors and branch offices nationwide.

Jacob Messer is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Resource One Advisors since 2021. Prior to his advisory career, Messer worked at Truman State University and Lafayette High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, he worked at TD Ameritrade for seven years and has experience in roles at Recursive Labs and Ricoh USA. 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 both non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Joseph Leuchtmann is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Marathon Financial Planning, and LPL Financial. Outside of advisory work, he has worked as a contractor driver for ride services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Debra Middleton is a financial advisor with Edward Jones in Bridgeton, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies.