Corey Weinberg is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, with a brief tenure at Martin Equipment and roles connected to Butler University prior to that. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Probst is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop in Eastern Missouri. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Chad Cooper is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, and operates under a fiduciary standard.

Jonathan Benner is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2013 and previously operated Jon & Chris Detailing for 19 years. Outside of his advisory work, he is involved with M&M Wealth Management LLC and serves as a non-variable insurance agent at Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services and supports advisors with various tools and platforms, overseeing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Jennifer Wilson is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves on the Ladue School District Finance & Facilities Committee, which focuses on planning and maintaining the district's educational facilities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning advice through a written recommendation report and ongoing consultation.

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.

Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national network of financial advisors and branch offices.

Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.

Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.

Julie Thompson is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Before joining Fidelity, she worked in various roles including positions at Super Bright LEDs and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and advisory roles with multiple registered investment companies.

Susan Beckmann is a financial advisor at Edward Jones with 22 years of industry experience. She has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. 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 wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Brock Ayers is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has been with Wells Fargo Advisors since 2025 and previously worked at Wells Fargo Clearing for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and 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.

Jenna Dawson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013 and also has experience with Michael Kors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Robert Mcnamee is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 through 2024. Mcnamee is involved in Front Porch Financial, an affiliated business related to his LPL activities. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, model-driven investment portfolios, and insurance product sales through affiliated entities.

Matthew Westphal is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Quincy University from 2016 to 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations through annual, collaborative client relationships.

Andrew Beckerdite is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he officiates youth sports through STLSTRIPES, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Wexelman is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1982, including a 15-year tenure at Bank of America, N.A. as part of his career. 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 tailored to individuals, high-net-worth clients, and institutional investors.

Benjamin Thompson is a financial advisor with Edward Jones in Maryland Heights, Missouri, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Zachary Ballard is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Wamu Investments, Banc One Securities, and Fidelity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and tailored recommendations supported by proprietary research and tools.