Jo Anne Westcott is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes roles at Gershman Mortgage, Stages St. Louis, RE/MAX Vision - Delhougne Realty Group, and Clarity Creative Solutions, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

James Harter is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management services for families and institutions. Since joining Merrill Lynch in 2003, he has focused on delivering a goals-based financial approach tailored to the unique aspirations and needs of his clients. Harter works closely with high-net-worth individuals, business executives, and entrepreneurs to develop integrated strategies that address investment management, retirement income planning, estate planning, tax minimization, and wealth transfer. He emphasizes a disciplined investment process that leverages Merrill Lynch’s global research and resources, alongside personalized lending solutions through Bank of America, N.A. Harter holds a Bachelor of Science in Business Administration with an emphasis in Management Information Systems and International Business, as well as a Master of Business Administration, both from Saint Louis University. He has earned the Chartered Retirement Planning Counselor™ designation, reflecting his commitment to retirement planning and wealth preservation strategies. His approach involves collaborating with clients' accounting and legal professionals to customize financial strategies that align with each client’s goals, risk tolerance, and family circumstances. Outside of his professional role, Harter enjoys spending time with his family and engaging in various sports including baseball, basketball, fishing, golfing, racquetball, skiing, soccer, tennis, and traveling. He resides in Ballwin, Missouri, with his wife and three children.

Nicole Kramer is a financial advisor with Charles Schwab and Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at TD Ameritrade, Scottrade, and Kohl’s. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Kerry Kulich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and Co., Inc. and TD Ameritrade/Schwab. Outside of his advisory work, he serves as a brand ambassador for MKTG Inc., sampling alcoholic beverages at retail locations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Joseph Sigman is a financial advisor at Osaic with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory role, he is a managing partner at Gateway Capital Advisors LLC, where he is involved in the sale of fixed annuities and insurance products, and he also manages a farming and maintenance business through Prairie Lakes, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple third-party manager programs.

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.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

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.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Thebeau is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Ameritrade, Scottrade, Wells Fargo Clearing, and Citadel Servicing Corporation. Outside of his advisory work, he drives for Uber on weekends to become more familiar with the local area. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated structure that includes custody, brokerage, and cash-sweep services.

Brandon Portell is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to serving individuals and families in making thoughtful decisions about their wealth, future, and the life they want to build. He aims to bring clarity to financial complexity by collaborating with clients to understand their unique situations and goals, and crafting clear financial strategies. Brandon serves as a trusted partner, helping clients navigate important financial decisions with confidence and purpose. He brings expertise in areas including college education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal experience with financial uncertainty fuels his commitment to helping clients overcome challenges and achieve their goals. Brandon earned his High School Diploma from Troy Buchanan High School. Outside of his professional work, he is newly married and a father of three children. He and his family are actively involved in the Troy community. He enjoys football, golfing, and spending time with his family.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.