Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Jack Raymond is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2003 and Bank of America since 2010. He serves as Vice Chairman of the Board of Directors, a position to which he was elected for a one-year term starting in 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth investors, and institutions.

Ann Murray is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2018, following three years at MML Investors Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alan Lintker is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 designations. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, Scottrade, and a long tenure at Patty Long Catering. 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 and provides multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charles Theis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2015 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Julie Simineo is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill since 2011, following positions at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she owns Envico Fitness Solutions, a small family business providing online fitness coaching and nutrition guidance. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Micah Alsobrook is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameren Corporation and Lockton Financial Advisors. Outside of his advisory work, he is involved with Gatewood Wealth Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad range of affiliated financial services.

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. 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 and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Ward is a financial advisor at LPL Financial in St. Louis, MO, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Commerce Brokerage Services Inc for 13 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by various technology tools.

Terry Holtsclaw is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at FSC Securities Corporation and LPL Financial. Outside of his advisory work, he serves as the head coach of the St. Louis University men's rugby club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Susan Adams is a financial professional with 12 years of industry experience, currently affiliated with LPL Enterprise. She holds the Series 63 and Series 66 credentials and has worked at firms including Prudential Insurance Company of America and New York Life. In addition to her advisory role, she is involved in insurance sales and operates through Envision Strategies, LLC, focusing on insurance and investment services. LPL Enterprise, LLC serves a wide range of clients including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, supported by a large nationwide network of financial advisors and branch offices.

Kimberly Kettler is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

James Mackoul is a financial advisor with Equitable Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. In addition to his advisory work, he serves as a volunteer priest. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Weger is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Planning. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program while also providing affiliated trust, insurance, and lending services.

Brandon Laxton is a financial advisor with LPL Financial in St. Louis, MO, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, LLC, Buckingham Asset Management, LLC, and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolios, third-party asset management, and institutional services.