Samuel Thomure is a financial advisor at Raymond James Financial with a Series 65 designation. He has one year of industry experience and has previously worked at Guidestone Capital Partners, Focus Partners Wealth, Buckingham Strategic Wealth, Wells Fargo, and other firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. 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 and investment strategies, supported by a large national network of financial advisors and branch offices.

Benjamin Lecroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL in 2021, he worked at firms including Naifa and Chestnut Park, and he has managed his own businesses such as The Lecroy Group and Benjamin J. Lecroy Tax Services. Outside of advisory roles, he has been involved with St. Francis of Assissi Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and portfolio management services, including discretionary and non-discretionary management, with research and model portfolios from LPL Research and third-party providers.

Tammy Mc Garry is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and five years of industry experience. Her background includes roles at TD Ameritrade and Charles Schwab Bank. She also operated a personal coaching business, Free To Succeed, which remains active though she has not provided paid coaching services since joining TD Ameritrade. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investments.

Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Kurt Hunter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Gilbertson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. He holds a Series 66 designation and previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved with Saint Louis Distillery as a distiller and tour guide and owns a college planning business, A Plus College Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Justin Welchko is a financial advisor with Edward Jones in Saint Charles, MO, holding the Series 66 designation and possessing 16 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is listed as the owner of New Reliance LLC, a PC support business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Mumma is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and 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 investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Zuckerman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors.

Travis Mayer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a micro coffee roasting business, Solar Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Stroup is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is also an insurance producer specializing in life, health disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and technology-driven investment approaches.

Joseph Coleman is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Equity Financial Services and First Allied Advisory Services. He serves as a trustee for the Floris B Hemker Private Foundation and the John L & Dorothy M Coleman Trust, and is a volunteer board member for Hope Vineyard Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Rachel Dodwell is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2012. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed and advisory solutions, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.

Travis Lloyd is a financial advisor with Charles Schwab in Clayton, MO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments, Bank of America, Merrill, and Citibank. Outside of finance, he was involved with Goodfellas Moving and Dad & Lad LLC. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Kevin Gaines is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Brigman is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop and adjust their financial plans in response to changes in their goals and lives. James has professional experience as a Financial Consultant at Fidelity from 2021 to 2025, as well as serving as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2021.