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 prior experience at Wells Fargo Clearing and U.S. Bancorp Investments. Diehl is a part owner of Panorama Wealth Partners, LLC, where he dedicates significant time during trading hours. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning among other specialized services.

Hongduo Knuckles Li is a CFP® with eight years of industry experience, currently serving at Charles Schwab. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its research and alternative investments platform.

Joseph Klug is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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 with Edward Jones in Lake St Louis, MO, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC, and has held roles outside finance including serving as a restaurant server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

Jeffrey Mc Glawn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Michael Walton is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 13 years prior to joining LPL Financial in 2018. 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 institutional platforms, supported by advanced operational and research tools.

Cole Reavis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and providing financial services for seven years. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.

Cole Taylor is a Wealth Management Advisor and Senior Vice President leading a Wealth Management team for Merrill Lynch Wealth Management in St. Louis, Missouri. With over 25 years of experience in the financial services industry since 1997, Cole specializes in portfolio management and retirement planning. He works closely with clients to help them articulate their financial goals and develop plans aimed at achieving those objectives. As a specially qualified Senior Portfolio Advisor, he provides tailored investment strategies, including discretionary management of custom portfolios and selection from a broad range of Merrill Lynch model portfolios and third-party investment options. His investment approach emphasizes hedge strategies and tax minimization. Cole holds several professional designations issued through the College for Financial Planning Institutes Corp., including the Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from the Pierre Laclede Honors College at the University of Missouri St. Louis with a Bachelor’s degree in Business Administration with an emphasis in finance. Cole is a member of the Eureka Missouri Chamber of Commerce. Outside of his professional commitments, Cole lives in Eureka, Missouri, with his wife Kim, his son Mason, and daughters Addyson and Peyton. He enjoys outdoor activities such as hunting, fishing, golfing, skiing, boating, and traveling, often spending time with his family.

Liam Stros is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab for three years and has experience in educational roles at multiple school districts and Missouri State University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides a range of services including discretionary portfolio management and fund advisory, and it is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.

William Arnold is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Stifel Nicolaus from 2012 to 2018. Outside of his advisory role, he serves as a co-trustee for a friend. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Brian Harris is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Edward Jones since 2006. 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 and investment strategies supported by a large nationwide network of advisors and branch offices.