David Huelster is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm has a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Michael Cohen is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Before his current role, he worked at TD Ameritrade and spent 15 years at the St. Louis County Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Gregory Wiegers is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 26 years of industry experience. He has worked with multiple firms, including Cadagin-Prosser Financial Group, where he is co-owner and an insurance agent selling fixed insurance products. 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 a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.

Todd Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns an LLC involved in office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Pamela Smith is a financial advisor at Stifel with 20 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of her advisory role, she is involved in periodic horse sales and distributes equine supplements through businesses related to animal health. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Connor Guebert is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Total Quality Logistics for one year. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ashley Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and two years of industry experience. Prior to returning to Edward Jones, Osterhage worked at Publicis Sapient and held various roles at Illinois State University and local organizations. Outside of advising, she has worked in customer service and management positions, including at Waterloo Country Club and Illinois State University Conference Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. Raymond James & Associates is a large 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 and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.

Kevin Cadagin is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. Outside of his advisory role, he is a co-owner of Cadagin & Prosser Financial Group, an insurance agency specializing in fixed insurance products. 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 a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,900 advisors.

Megan Siracusa is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Money Concepts Capital Corp and Fortune Investment Services LLC. In addition to her advisory role, she is involved with Southern Bank as a financial advisor in wealth management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports.