Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Independent Advisors, LLC for 22 years and STIFEL for 2 years before joining OSAIC in 2026. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and various management options.

Vincent Taormina is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of finance, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions.

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.

Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. 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 supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Wishman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Edward Jones since 2024, he worked at Edward Jones Investments from 2016 to 2024. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently based in Maryland Heights, MO. 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, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Blanke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise, The Artisan Boutique Hotel, and Hussongs Cantina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Cara Podor is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, MO. 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Matthew Mullen is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Douglas Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Freisinger is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with various Cetera entities since 2016 and was previously with First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. 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 with approximately $1.01 trillion in assets under management.

Michelle Gray is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 credential and 18 years with the firm. She has eight years of industry experience. Outside of advising, she works as a sales associate at a retail clothing store. 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 advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Evan Abel is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked previously at AB Wealth and Duckette Creek. His background also includes three years of experience outside finance at Smoothie King. OSAIC serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a broad range of investment programs.

Ryan Windish is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Mercy Hospital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment guidance combines multi-asset model portfolios, periodic advisory recommendations, and access to discretionary separately managed accounts through an affiliated investment manager.

Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers, managing over $256 billion in assets.

Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 financial planning services, utilizing proprietary research and tools to develop tailored recommendations, with clients able to implement these recommendations through various brokerage or advisory programs.