Derek Steele is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 17 years of industry experience 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Brinkmeyer is a financial advisor at Wells Fargo Clearing in St. Louis, MO with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Blackwell Security Services and Us Tech Solutions as well as academic experience at Lindenwood University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm employs extensive research and analytic resources and manages approximately $671 billion in assets.

Kelly Andrews is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, Andrews worked at Southeastern Grocers and Schnucks. He holds a Series 66 license and is based in Clayton, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis using forward-looking capital market assumptions and probabilistic modeling.

Christopher Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caterina Steitz is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 1999. Steitz serves as a board member of the STLCC Foundation, a nonprofit organization that raises funds for student scholarships and programs at St. Louis Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gino Dodd is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bankers Life. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Ian Zorumski is a Series 66–licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2017. He has a total of eight years of industry experience, including prior roles at AeroTek and Charter. 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.

Evan Cahn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016 and previously worked at Blue Cross Blue Shield of Illinois. Outside of his advisory role, he is a published children's book author. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Brett Abell is a financial advisor at Stifel with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following positions at Wells Fargo Clearing, TD Ameritrade, and Southern Illinois University Edwardsville. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacqueline Frick Hulsey is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 13 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 advisors.

Adrian Vega is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through a wide range of investment services.

Mark Potter is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to his advisory role, he serves as Executive Vice President at Commerce Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zikomo Simmons is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at S&P Global. Simmons is a partner in two real estate limited partnerships, Portrait Investor, LLC and Farmtogether Shumaker, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Allyson Putz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 15 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, and operates under a fiduciary standard.

Michael Graham is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Edward Jones. Outside of advising, he works part-time as an independent contractor travel agent and rideshare driver. 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, non-discretionary investment consulting, and institutional fiduciary services.

Nanette Brimberry is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement those recommendations through various brokerage or advisory programs.

Kristen Shafer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been associated with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and maintains an extensive network of financial advisors and branch offices.

Nathan Hofer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors, LLC and First Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing more than 14,000 financial advisors.

Michelle Stokes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2000. 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, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Adam Zucker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been an investment professional since 1994 and focuses on developing strategies for high-net-worth individuals, families, and businesses. Adam works to simplify clients’ financial lives by identifying and prioritizing their goals, including investment management, tax minimization, wealth transfer, and retirement income. He manages custom investment strategies on a discretionary basis, drawing from Merrill Lynch model portfolios and third-party investment options. Adam takes a holistic approach by considering both assets and liabilities to create personalized wealth management strategies tailored to each client's goals and risk tolerance. His expertise encompasses corporate executive services, family wealth management, endowments, foundations, non-profits, liquidity management, philanthropic planning, and small business strategies. He collaborates closely with clients to provide access to investment insights from Merrill and banking and lending solutions through Bank of America, N.A. Born and raised in St. Louis, Adam earned a Bachelor's Degree in Political Science from the University of Missouri – St. Louis. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Adam is involved in community volunteer activities and enjoys golfing, tennis, and traveling. He resides in University City with his wife and daughter.