Rachel Sellmeyer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior roles include work with Accelerate Education and ongoing involvement with Chesterfield Presbyterian Church and Westminster Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Dale Hicks is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Outside of his advisory work, he oversees a property management company for a vacation home he owns. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Daniela Petu is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at Partners Group and the Northwestern University Kellogg School of Management. 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 programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Malcolm Keegan is a Series 66 licensed financial advisor with Edward Jones in Ofallon, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a partner in a real estate investment LLC that he opened with his wife to manage rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed account strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Qilun Zhou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Zhou served in the United States Navy for seven years and worked at the University of Rochester for two years. 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.

Jeffrey Windau is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in St. Louis, MO, he holds a Series 63 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Westall is a CFP® professional with 13 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2026 after a decade at Stifel Independent Advisors, LLC. Westall serves on the school board of Ascension Catholic School, contributing to governance and decision-making. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with various platforms and tools to create customized portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Wright Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, as well as working as an individual consultant. 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.

Gregory Shepardson is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2021. He previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. for 19 years. Shepardson is also a commissioned notary public in the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo entities since 2015. Diehl is a 100% owner of Diehl Asset Management, LLC, and has a significant ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning. The firm combines advisory services with other financial product offerings and referral channels.

Hongduo Knuckles Li is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and having eight years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. 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 combined non-discretionary and discretionary advisory model with multi-asset portfolios and centralized operational support.

Joseph Klug is a financial advisor at Edward Jones with 9 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. 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 nationwide network of over 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Pohlman Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Kevin O’Bannon is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in St. Louis, MO. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brittney Obrien is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC. Outside of advising, Brittney has worked as a restaurant server in Lake St Louis, 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Micah Davie is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. He has five years of industry experience, including roles outside financial services in the automotive and retail sectors. Davie serves as an assistant coach for the Francis Howell Central Hockey Club, focusing on developing high school hockey players. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account services, maintaining separate planning and investment management functions.

Kirsten Campbell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at Washington University School of Medicine. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Cameron Norris is an Investment Consultant currently working at Fidelity Investments. In this role, Cameron collaborates with individuals and families to develop holistic financial plans tailored to their unique needs, preferences, and goals. Cameron's approach involves understanding what is important to clients and providing support to implement plans aligned with their objectives. Cameron has experience in investment consulting and financial consulting, having held positions at Fidelity Investments since 2021 and previously at TD Ameritrade from 2017 to 2021. This background provides Cameron with a foundation in investment management and client financial planning.

Dale Roethemeyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advisory services, he is the owner of Elk Wallow LLC, a rental property business in Owensville, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.