Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked for Edward Jones for eight years. Outside of his advisory role, he is involved in a rental property business called Home Town Vacay Rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Alex Switzer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial services career, he held positions at Southern Illinois University Edwardsville, TD Ameritrade, Kohl's, and McDonald's. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Ryan Rogers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. 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 separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment offering.

David Watson is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Pines Wealth Management and Royal Alliance Associates. Outside of his advisory work, Watson serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund and is involved in advisory and trustee roles related to the Archdiocese of St. Louis. He also manages a working farm under a family trust. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides comprehensive brokerage and investment advisory services using advanced portfolio construction tools and access to third-party managers.

Brian Pilon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones and Missouri State University, along with experience in the food service and pool management sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of financial advisors and branch offices.

Troy Bergeron is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in St. Louis, MO. His previous roles include positions at American Century Investment Services Inc and Scottrade Inc. Outside of finance, he is the owner and president of a franchise specializing in industrial packaging. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

Duane Kliethermes is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation with 10 years of industry experience. Before joining Edward Jones in 2019, he worked at Boeing for seven years. He has participated occasionally as a focus group participant for marketing research. Edward Jones is a 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Reed is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses 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. 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.

Ashley Moellenhoff is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 with a brief earlier tenure and has held various roles outside of finance, including positions at Lowe's, Southeast Missouri State University, and The Home Depot. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Hoffstetter is a CFP®-certified financial advisor with Edward Jones, based in Creve Coeur, MO. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1997. 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 investment strategies and affiliated products through a nationwide network of more than 23,700 financial advisors.

Patrick Oreilly is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and other firms. Oreilly has maintained investment-related business entities including an agency selling life and health insurance. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided tools, and it utilizes a complex platform structure with multiple mergers and third-party arrangements.

Jonathan Carter is a CFP® certificant with six years of industry experience currently at Edward Jones. He previously worked at Mariner Wealth Advisors and American Century Investment Services, Inc. Outside of his financial advisory roles, no additional activities are noted. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

Samantha Brekalo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, with distinctive features including commodity pool operator registration and the use of AI-driven research methodologies.

Miquez Hadley is a CFP® and Series 66–licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2008. He has 17 years of industry experience. Hadley is also a joint owner of Rockn'Mike Collectibles, an LLC based in Gilbert, AZ. 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 approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory and managed investment strategies under a fiduciary standard.

Karen Rother is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors, offering various advisory programs, separately managed accounts, affiliated mutual funds, and a securities-based lending option under a fiduciary standard.

Robert Ponciroli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services Inc. and Cuna Mutual Group. He also operates Investment Services at First Community, a business related to his LPL activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven investment strategies.

Timothy Melly is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. 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 strategies and affiliated products, operates under a fiduciary standard, and is notable for its large network of advisors and branches as well as its comprehensive advisory and trust capabilities.

Ries Moredock is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. He has held prior roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers and managed accounts.