Zachary Heath is a Financial Consultant at Fidelity Investments, where he collaborates with clients to plan for their financial futures. He focuses on understanding each client's unique financial needs, goals, and preferences to co-create and implement comprehensive plans aimed at achieving their objectives. Over time, he assists clients in refining their plans and investment strategies as their needs evolve. Prior to his current role, Zachary held positions at Fidelity Investments as an Investment Consultant and Planning Consultant, and he was a Senior Financial Advisor at Wells Fargo Advisors from 2009 to 2022. His experience spans various aspects of financial advising and consulting. Outside of his professional work, Zachary engages in family activities, fitness, social events with friends, golf, soccer, and traveling.

Lance Farner is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Danielle Conrey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has worked at Edward Jones since 2018 and previously held roles at TD Ameritrade Investment Management LLC, TD Ameritrade Inc, and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Eric Caselton is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked previously in education with the Kirkwood School District and in the construction sector at Clayco and Holder Construction. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Maureen Fiudo is a Series 66-licensed financial advisor with Edward Jones in Des Peres, MO, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles within the Archdiocese of St Louis and has a decade of experience with Mary Kay Cosmetics. Outside of her advisory role, she leads music twice a month and plans the choir at Sacred Heart Catholic Church in Troy, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Kelly Warner is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Warner worked at Deloitte for four years. Warner holds a Series 66 designation and is based in Webster Groves, Missouri. 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 advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 national network of advisors and branch offices.

Kaoutar Byrd is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, Byrd held various roles in education and language acquisition. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. 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 strategies through a large national network of advisors and branch offices.

Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He has been with Edward Jones since 1998. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Pruett is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Ben Heilman is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at TD Ameritrade and an 18-year tenure at Regions Bank. 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 discretionary separately managed accounts, providing multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Brian Roberts is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005. Outside of his advisory role, he is involved as a limited partner in a horse racing investment entity and serves as a board member for both Incarnate Word Academy and the Fellowship of Christian Athletes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Jake Weinstein is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. His prior roles include positions at Wells Fargo Clearing Services LLC, Scottrade, Inc., and Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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.

Megan Deutsch is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. 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. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Caleb Clayton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked at Rocky Mountain Reserve and has held roles in education and healthcare sectors. He has also been involved with Utah Valley University and the Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC, where Caleb is affiliated, provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is notable for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Babin is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads advisors and their teams to understand each client's unique financial goals and collaborates with them to build and implement personalized financial plans utilizing Fidelity's resources. Andrew's professional experience includes various roles at Fidelity Investments since 2021, such as Financial Consultant, Investment Consultant, and Planning Consultant. Prior to that, he held positions at Citigroup Global Markets and TD Ameritrade, covering wealth servicing, wealth relationship management, new client development, and investor services. He holds an Arkansas Insurance License.