Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Sean Manners is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently affiliated with Edward Jones in St. Louis, MO, where he has worked since 2018, with a brief interlude at US Bank, Cetera Advisors LLC, First Allied Securities, and Valletta Property Group. Prior to his financial advisory roles, he spent four years at Ernst & Young. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Howard is a financial advisor at Thrivent Investment Management in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and has worked with Thrivent since 2018. Outside of his advisory role, he serves as Chairman of the Board for Faith Through Fire, an organization supporting women facing breast cancer and their families. 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 planning and managed-account programs with a focus on comprehensive, written recommendations across a range of financial topics.

Nicholas Baker is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and also provides specialized programs such as divorce planning and employer-sponsored planning.

Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.

William Brinkmeyer is a CFP® professional with 36 years of industry experience, currently serving at Wells Fargo Clearing Services, LLC since 2017. His prior experience includes roles at Umb Financial Services, Inc., FIFTH THIRD SECURITIES, Inc., and VOYA Financial Advisors, Inc. He participates in reviewing performance for the Lutheran Foundation in Clayton, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Cameron Preston is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2010. He holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Nicholas Svoboda is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Amazon.com Services LLC and has experience in education at the high school and middle school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Brittany Wishman is a financial advisor at Edward Jones with a ChFC® designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked in real estate with Keller Williams Realty West & Partners, Barrett Realty Group, and St. Louis Realty Partners. Outside of advising, she holds a part-time role assisting with transaction coordination at Contract to Close Solutions LLC. 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 offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Linn is a financial advisor at Edward Jones with 23 years at the firm and 14 years of industry experience. He holds a Series 66 designation and 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.

Darren Irish is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1999. The firm serves more than four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor network, broad branch footprint, and affiliated capabilities such as a trust company and securities-based lending.

Jonathan Garland is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he has experience with Citibank and has contributed to education by facilitating communication workshops for nursing students at Webster University using applied improvisation techniques. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, and charitable organizations. The firm manages over $1 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.

David Pasch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the 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 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.

Gregory Goin is a CFP® with 18 years of experience in the financial industry. He has been with Edward Jones in St. Louis, MO since 2008. Edward Jones serves more than four million individual and institutional clients, offering a range of 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 nationwide network of over 23,700 financial advisors.

Martina Bishopp is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 6 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, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Adam Maddox is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by in-house research, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and a wrap program.

Michael Williams is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory role, he coaches CrossFit fitness classes in Webster Groves, Missouri. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marc Kenning is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of wealth management services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janice Oexeman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved with SKL Legacy LLC, which focuses on agriculture and real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Timothy Lueders is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 17 years of industry experience. He has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.