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 license and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm offers planning in areas such as retirement, education, risk, wealth transfer, and niche topics like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop client recommendations.

Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”

James Alfermann is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and managed-account programs, with a focus on planning services separate from portfolio management.

Katherine Mc Carthy is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018 and previously worked at Meri Meri Inc, Lewis Barbecue, and King of Pops. 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 United States.

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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 advisors and branch offices nationwide.

Ryan Abate is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Wells Fargo, Charles Schwab, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Trisha Humphries is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and proprietary investment products supported by a nationwide network of financial advisors and branch offices.

April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. 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 with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Smith is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2017, Smith worked at Webster University. Outside of advising, Smith is the founder of Synclarity Associates, a consulting and freelance writing business, and has authored articles on leadership and personal development through Creative Publishing. 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, supported by a large nationwide network of advisors and branch offices.

Ronald Faintich is a financial advisor with Edward Jones in Florissant, MO, holding Series 66 and Series 63 licenses and with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a nationwide network of financial advisors and branch offices.

Angelic Bryant is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and with 12 years of industry experience. She has been with Edward Jones for 27 years. Outside of her advisory role, she owns a retail business focused on clothes, accessories, and hair products, and she is also an author of children's books. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Adam Friedman is a financial advisor at Edward Jones with 20 years of experience at the firm and holds the Series 66 designation. He is based in Maryland Heights, 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory services and investment strategies through a nationwide network of financial advisors and branch offices.

Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Gemini Wealth Group, LLC, and Waddell & Reed, Inc. Ward has been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technology platforms.

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. 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 and operates under a fiduciary standard.