Jill Weissgerber is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior roles include a decade at Fox Galvin LLC and three years at Gold Beach Lumber. 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 nationwide network of financial advisors and branch offices.

Michael Williams III is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at American Family Insurance and Boeing. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Koski is a financial advisor at LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Kellan Slattery is a Planning Consultant at Fidelity, where he engages in meaningful conversations with clients to understand their financial priorities. In this role, he assesses clients' financial situations and assists in creating, monitoring, and maintaining plans and strategies aligned with their financial goals and objectives. Prior to joining Fidelity, Kellan gained experience as a Client Service Manager at Moneta from 2021 to 2022. He also worked as a Digital Financial Advisor at Wells Fargo Advisors between 2018 and 2021 and began his career as a Financial Advisor Trainee with Wells Fargo Advisors K-Force from 2017 to 2018. Outside of his professional work, Kellan has interests in golf and tennis.

Michael Tusing is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he serves on the Finance and Compensation Committees of the Weingart Center Association, a health and welfare nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, employing structured discovery processes and firm-approved tools to develop tailored plans. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services, including relationships with various investment companies and private funds.

Laura Lauterwasser is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and with 30 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

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 Wealth, Inc. with a Series 66 designation. He has been active in the financial services industry since 2018, with previous experience at AB Wealth and Duckette Creek, as well as earlier work outside the industry at Smoothie King. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients and provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various tools and third-party services to construct and manage portfolios across asset classes, supporting both discretionary and non-discretionary account management.

Ryan Windish is a financial advisor with Charles Schwab & Co., Inc. based in Saint Charles, Missouri. He holds Series 63 and Series 66 licenses and has five years of industry experience, including prior roles at TD Ameritrade and Mercy Hospital. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management solutions supported by centralized custody and a robust operational platform.

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.

David Allen is a financial advisor with Robert W. Baird & Co. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. for 16 years before joining Baird in 2019. Outside of his advisory role, he is a part owner of a retail gift shop and serves as treasurer for Ordre Mondial Chapitre du Saint Louis. He is part of The DDK Group at Robert W. Baird, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies and overlay services.

Brandon Joslin is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance services.

Joseph Sigman is a financial advisor at OSAIC with 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory work, he manages Prairie Lakes, LLC, a farming and maintenance business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Ryan Hamilton is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Securities America Advisors, Mass Mutual Investors Services, Massmutual Life Insurance Co., and Metlife Securities, Inc. Outside of his advisory role, he is a Registered Representative involved in Long Term Care solutions through Inertia. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.