Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Janot Bezerra Netto is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Raintree Wealth Management, ATB Financial, and TD Canada Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Dickman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2026 after working in various roles across different industries, including at Federal Express Corporation and Learfield IMG College. He has no prior experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Patrick Aydt is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1984. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive financial guidance to businesses, individuals, and families. Patrick focuses on helping clients maintain their purchasing power, lifestyle, and dignity during retirement, offering expertise in retirement and education planning, risk-managed investing, portfolio management, tax minimization, and lending services through Bank of America, N.A. Patrick earned a Bachelor of Science degree from Kansas State University in 1978. Over his career, he has developed specialized knowledge in areas including family wealth management strategies, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He works closely with clients to coordinate financial plans with their CPAs and attorneys, ensuring alignment of tax and estate planning strategies. Patrick also participates in community organizations, serving as a board member and donor to The Repertory Theater of St. Louis and supporting the Missouri Botanical Garden. Outside of his professional duties, Patrick enjoys biking, dancing, golfing, hiking, reading, swimming, yoga, and spending time with his family. He resides in St. Louis and has been actively involved in local civic and charitable roles throughout his career.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a comprehensive multi-advisor platform.

Philip Toben is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wells Fargo Clearing for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Trevor Reese Jr. is a financial advisor at Edward Jones with 48 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones since 1978. 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. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Charles Curtis is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Raymond James & Associates in St. Louis, MO. His prior work history includes roles at Matillion, Parry's Pizzeria & Taphouse, Plante Moran, and Crosslin. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning and investment consulting with various portfolio management approaches.

Jacob Mc Collum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and has been involved in coaching high school football at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party models while supporting advisors with advanced research and operational tools.

Matthew Eaton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones from 2016 to 2018 and again since 2021, with a three-year tenure at Wells Fargo Clearing Services LLC in between. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Her prior experience includes roles at Partners Group and Northwestern University Kellogg School of Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

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® with 14 years of industry experience. He is currently with OSAIC and previously worked at Stifel Independent Advisors, LLC for 10 years and Edward Jones for 4 years. Outside of his advisory role, he serves on the school board of Ascension Catholic School in Chesterfield, MO. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside access to third-party managers and alternative investments.

John Wright Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Clearing from 2003 to 2020 and a period as an individual consultant before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gregory Shepardson is a CFP®-certified financial advisor with over 30 years of industry experience, currently practicing at LPL Financial since 2021. His prior experience includes roles at Financial Legacy Associates, Royal Alliance Associates, and Veravest Investment Advisors. He is also a commissioned notary in the state of Missouri. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models, third-party subadvisors, and technology tools for research and operations.