Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Destiny Hartsfield is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She previously attended the University of Missouri from 2019 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

William Vanronzelen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having nine years of industry experience. His career includes prior roles at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based 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, utilizing proprietary research and tools to develop tailored recommendations.

Mark Webster is a CFA® charterholder with 11 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Moneta Group Investment Advisors and Stifel Nicolaus & Co. Inc. He also has experience at Southern Illinois University. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes six years with Wells Fargo Clearing and related affiliates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also serves as a commodity pool operator registered with the CFTC.

Michael Schonhoff 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 2022. Prior to his advisory role, he was affiliated with several educational institutions including Christian Brothers College High School, Incarnate Word Academy, and St. Louis University High School. 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, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branch offices.

Matthew Roth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1995. 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.

Thomas Borich is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Katie Stephan is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and supports its advisory services with a large nationwide network of financial advisors and branch offices.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including Stifel Nicolaus, Raymond James Financial Services, and Scottrade. Kreder is based in Saint Peters, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, 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, model portfolios, and research from LPL Research and third-party subadvisors.

Kenyon Hails is a financial advisor with Edward Jones in Wildwood, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Kohl’s Department Stores for 18 years. He owns and manages farmland and a vacation rental condo with limited day-to-day involvement. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and offices.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, and Scottrade. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Melissa Humphrey is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Contemporary Productions LLC and Harris-Stowe State University. Humphrey is a member of Alpha Kappa Alpha Sorority, Incorporated, serving on its budget and finance committee, and owns The Cleaner Source, a home cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Kimberlie Mcclelland is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Shane Bengtson is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, DeVoe & Company, and The Retirement Planning Group, Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Ivan Abernathy is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.