Graham Fullerton is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. before joining Charles Schwab in 2022. 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 advisory models with multi-asset portfolios and a formal alternative investments program, supported by a large integrated operational structure.

Veronica Swearingen is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has also served in several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager in 2023, and Financial Representative in 2022. In her role as a financial consultant, Veronica partners with clients to develop personalized financial plans tailored to their unique goals and needs. Her process is focused on providing clients with comprehensive information to support confident financial decision-making. Outside of her professional work, Veronica enjoys hiking, spending time with pets, reading, skiing, traveling, and practicing yoga.

Kevin Hereford is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he owns Home Field Advantage Wealth Management LLC and serves as trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Brandon Bieser is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Danielle Coffyn is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, Danielle was employed at bioMerieux and St Louis Language Immersion Schools. Outside of advising, she is involved in writing, including poetry book sales and contributions to a Substack newsletter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary strategies, a broad range of affiliated investment options, and operates under a fiduciary standard.

Avery Braun is a Financial Consultant who collaborates with clients to develop customized financial plans tailored to their family's specific financial situations, goals, and needs. In this role, Avery provides clients with tools and resources and aims to build trusting and reliable relationships. From 2020 to 2022, Avery worked as an Advanced Trading Specialist at TD Ameritrade, gaining experience in trading and financial markets. In personal time, Avery engages in activities such as baseball, family activities, fishing, fitness, hiking, and traveling.

Jeffery Stillwell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes positions at PFS Investments Inc., Primerica Financial Services, and Parkway School District. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Robert Fienup is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, with 17 years of industry experience. He has been with Edward D Jones & Co since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Phillip Hawkey is a Series 66-licensed financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he assists his wife with a part-time DoorDash activity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rhys Luster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danielle Vieth is a financial advisor at Edward Jones in Ellisville, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Cindy Lutjen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2009. 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 provides a range of advisory programs and investment solutions, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branches.

Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Brian Matthews is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of experience with the firm. Prior to joining Edward Jones in 2018, he worked in the travel industry and co-owns a travel agency. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Nicole Hatfield is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Advanced Resources, Enterprise Holdings, Washington University in St. Louis, and Maritz Global Events. Outside of her advisory work, she sells miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive network of financial advisors and branches, affiliated mutual funds, and fiduciary standard in providing advisory services.

Robert Toner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He worked at William Blair Investment Management LLC for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds and alternative investments.

Megan Konstantopoulos is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Cates is a financial advisor at Edelman Financial Engines with two years of industry experience. He previously worked at LPL Financial LLC and Citigroup. Outside of finance, he has experience in fitness instruction through roles at Kaw Valley Crossfit and CrossFit Wildwood. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term investment approach.