Shannon Gielow is a CFA® charterholder with 20 years of industry experience. She has been with Edward Jones in St. Louis, MO since 2005. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Andre Nelson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Nelson serves as a board member for Cardinal Glennon Children's Hospital in St. Louis and provides marketing advice to a travel agency. 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 large nationwide network of financial advisors and branch offices.

Steven Wyatt is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Raymond James & Associates, and Wells Fargo Advisors. Wyatt is based in Ballwin, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Zachary Macha is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and a centralized operational structure.

Kirby Vance is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Martha Bates is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Caleb Hamilton is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he served in various public safety roles, including positions at the Mission Police Department, Southeast Juvenile Regional Detention Center, and Pittsburg State University Police Department. 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 strategies, and operates under a fiduciary standard.

Steve Glockner is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with a brief period at Creative Landscapes Ltd. in 2016. Based in St. Louis, MO, Glockner has been with Edward Jones for a total of nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Bonham Freeman is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. for nine years and has been involved in insurance sales with various carriers through W&R Insurance Agencies since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party providers.

Tufan Zengil is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2000. 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, as well as affiliated mutual funds and overlay tax-efficient services. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 financial advisors.

David Heckman is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Philip Juergensmeyer is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds a Series 66 designation and has 16 years of industry experience. Juergensmeyer has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Colin Hennessey is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016 and has nine years of industry experience. He is also the CEO and president of Hennessey Clothing Company, a print-to-order clothing business based in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Lauren Winscher is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. 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.

Carolyn Link is a financial advisor at Charles Schwab with 40 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of her advisory work, she serves as co-trustee for her parents' trust. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory, custody, and order-routing arrangements.

Skyla Wolcott is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. Her previous work includes twelve years at TD Ameritrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Sherri Chaput is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Medicorp Inc. for one year. Based in St. Louis, MO, she provides advisory services through Edward Jones. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittney Blocker is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2009. She has 14 years of industry experience. 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 large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Todd Gilmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2019. With over 30 years of experience in the investment industry, he specializes in family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Mr. Gilmore holds the Certified Investment Management Consultant (CIMC) certification obtained in 2000, the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program, and earned the Retirement Management Advisor (RMA) certification in 2020. He earned his Bachelor's Degree from Southern Methodist University and a Master of Business Administration (MBA) from the University of Missouri System. In addition to his professional work, Todd is involved in community organizations including Habitat for Humanity, Kids in The Middle, and Bonhomme Presbyterian. His personal interests include baseball, cooking, football, golfing, hiking, spending time with his family, traveling, and watching movies.

Ethan Eitel is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual and its affiliates since 2012. 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, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships tailored to client goals.