Keith Brisotti is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as treasurer of the St. Louis Youth Lacrosse Association, coaches girls lacrosse at Lafayette High School, and works as a broadcaster for Prepcasts LLC covering high school and college sports. 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 and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

James Alberts II is a CFP® professional with 12 years of experience currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at UBS and UBS Financial Services from 2014 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of specialized regulatory registrations.

Angela Carosello is a CFP® and ChFC® with 23 years of experience in the financial services industry. She has worked at Edward Jones since 2007, with a four-year interlude at First Heartland Consultants, Inc. from 2012 to 2016. Carosello 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 a broad range of households and corporate and charitable organizations. The firm manages approximately $1.01 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, operating under a fiduciary standard.

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 designations and nine years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked with NATIONAL PLANNING CORPORATION (Cottone Wealth Management) from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, includes an ESG eligibility framework, and leverages broader derivatives and commodities capabilities.

Scott Mc Donough is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory professionals with research tools and diverse investment options.

Taylor Meador is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade from 2021 to 2023 and has held various roles in health systems and other sectors. 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 and operates a nationwide network of financial advisors and branch offices.

John Malesevich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president and partner of Vintage Investors, an investment club focused on education and securities investment for its members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1980. Outside of her advisory role, she is involved as a member of Legendary Properties LLC, occasionally assisting with clean-up and yard work projects. 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.

Kevin Simpher is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Simpher has ownership interests in several financial-related ventures including Ever Day Financial LLC and Portico Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations supported by proprietary research and planning tools.

Michelle Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2006, where she has built long-term client relationships based on trust, attentive listening, and personalized service. Michelle works alongside her son, Joseph Mufson, as part of a family team committed to helping clients navigate their financial lives with care and confidence. Michelle specializes in financial strategies tailored for individuals, families, and businesses. Her expertise encompasses areas such as college education planning, corporate benefits, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income planning. She emphasizes understanding each client's financial situation thoroughly to develop aligned strategies that meet current needs and future objectives. Michelle holds a Bachelor's Degree from Touro College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is actively involved in her community, volunteering with the Cancer Support Community and serving as a Court Appointed Special Advocate (CASA) for children in foster care. Michelle lives in University City, Missouri, with her husband and enjoys spending time with her growing family.

Michael Lorentz is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and TD Ameritrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management or institutional advisory services. Its approach combines comprehensive written recommendations with options for ongoing reviews and separate managed-account programs.

Alana Sanchez is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Rob Walters is a financial advisor with Edward Jones in St. Louis, 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 and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Zugmaier is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AT&T, Spectrum, Cedar Lake Cellars, TDK Technologies, and Ferguson Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cameron Harris is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Bank, Infinex Investments Inc., and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brian Laubacker is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Cetera and affiliated firms since 2014 and previously was involved with Eagle Ridge Investments LLC. Outside of his advisory role, he directs protective planning and employee benefits efforts and is involved in house rehabs and sales through a separate investment. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Jeremy Scott is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with prior roles at Wells Fargo Clearing and Stifel. Based in St. Louis, MO, he has served a diverse client base over his career. 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 across the U.S.