Thomas Bindbeutel III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc. and roles in education at Truman State University and Liberty High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements without discretionary authority.

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.

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 at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gemini Wealth Group, Waddell & Reed, and US Bancorp Investments. Based in St. Louis, MO, his background includes both advisory and insurance-related roles. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

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 at Edward Jones with 48 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 in Saint Albans, MO, holding a Series 66 credential and three years of industry experience. He has worked with LPL Financial since 2022 and has a background that includes coaching high school football. Outside of his advisory role, he is involved in coaching football at Eureka High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by various model portfolios and research.

Matthew Eaton is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with a three-year period at Wells Fargo Clearing Services LLC. Prior to his financial services career, Eaton spent 11 years with the St. Louis Metropolitan Police Department. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.