Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Ameriprise, and UBS Financial Services. Blake is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools, supported by a large network of advisors and significant asset oversight.

Christopher Meyer is a financial advisor at Edward Jones with 16 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at LPL Financial from 2011 to 2017. Meyer holds Series 63 and Series 65 licenses. 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 investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at UBS. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

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. He holds the Series 65 and Series 66 designations and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked for National Planning Corporation (Cottone Wealth Management) for one year and was a student at the University of Missouri. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Meridian Wealth Management and M & M Wealth Management. Outside of his advisory role, Clemons is the owner of A & B Enterprise of East KY, LLC, a business unrelated to investments. 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 financial planning and asset management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

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 credentials and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Malesevich serves as president and partner of the Vintage Investors Investment Club, a 19-member group focused on education and investment in securities. 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 and affiliated financial products. The firm is noted for its extensive retail advisor network and affiliated services including a trust company and securities-based lending options.

Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP®, ChFC®, and Series 63 designations. She has 40 years of industry experience, having been with Edward Jones since 1980. Outside of her advisory role, she is a member of Legendary Properties LLC and occasionally assists 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 strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Kevin Simpher is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in several ventures including Portico Wealth Management LLC and Ever Day Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, risk management, and specialized planning for business owners and other niches.

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 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rob Walters is a Series 66–licensed financial advisor at Edward Jones in St. Louis, MO, with eight years of industry experience. He has worked at Edward Jones since 2016 and was previously employed at Scottrade Bank from 2014 to 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.