Brendan Summary is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Charles Schwab and its affiliated banks since 2021, and previously at Scottrade, Inc. from 2008 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers centralized custody, brokerage, and cash-sweep services.

Adam Hargis is a financial advisor with Charles Schwab in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investment access within an integrated operational structure.

Lisa Monachella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Kress is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Allison Garey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Jeffrey Gorgen is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chanceler Roth is a CFP®-designated financial advisor at Charles Schwab with five years of industry experience. Prior to his current role, he worked at TD Ameritrade, Edward Jones Investments, and held academic positions at Lindenwood University and Saint Charles Community College. Outside of finance, he has an affiliation with Twitch Interactive through the Twitch Affiliate Agreement. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

David Bartsokas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Edward Jones since 2011. 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 network of financial advisors and branch offices nationwide.

Joseph Lodes is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior roles include positions at Humana, Midwest Elevator Inc, and Edward Jones. Outside of advising, he is involved with Plan Advisors, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology but not machine-driven investment decisions.

Richard Tampow is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2004. 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.

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Danielle Simons is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Chase Kane is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of Arizona Oaks LLC. 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 options under a fiduciary standard.

Justin Fanger is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 and 15,000 branches. The firm provides a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Facundo Abraham is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at the World Bank Group from 2016 to 2021. He is based in St. Louis, 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tori Devries Temme is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in selling arts and crafts items online and serves as secretary for a local homeowners association where she organizes events and communicates with residents. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie French is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 1999. 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 advisors and branch offices.

Brian Mc Afee is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Edward Jones, where he has worked since 2022. His prior roles include positions at Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade, Inc. Outside of his advisory work, he is a co-owner of a rental property business in St. Peters, 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 network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brian Ikemeier is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years as a St. Louis County Prosecuting Attorney. 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 large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Lackey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2005. He has 18 years of industry experience. 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 options supported by a large network of financial advisors and branch offices.