Anne Elliott is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Tracy Shepard is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as an election judge for the St. Louis County Board of Elections. 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 national network of financial advisors and branch offices.

Jeremiah Borage is a CFP®-designated financial advisor at Edward Jones in St. Louis, MO, with 15 years of experience at the firm and four years in the industry. He holds the Series 66 license and has been with Edward Jones since 2011. 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 under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Timothy Souhrada is a financial advisor with Ameriprise in Eureka, MO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns Trusted Microelectronics LLC and assists with financial auditing and money counting for Genesis Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Fitzgerald is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Best Home Town Bank, Midwestern Securities Trading Company, and STIFEL. 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 financial planning, portfolio management programs, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Jason Dennis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and emphasizes a fiduciary standard in its services, supported by a large network of advisors and branch offices nationwide.

Debra Nelson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously spent 26 years with The O.N. Equity Sales Company. Nelson is also an independent insurance agent with The America Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Beth Peacock Muller is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. She serves on the Missions Team at Webster Gardens Lutheran Church and volunteers locally with community and outreach activities. 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 mix of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Austin Hess is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Pfeffer is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement tailored investment solutions.

Peter Boggs is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His career prior to joining Stifel includes roles at Raymond James & Associates, Ditat, and Spire. Before entering the financial sector, he worked at Chick-fil-A and Enterprise Holdings. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Eleanore Thomas is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Advance Auto Parts, Family Dollar, and Modern Woodmen of America. She was also co-owner of a cleaning contracting business where she handled social media and marketing posts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is president of M&K Financial Services, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides oversight through discretionary separately managed accounts.

Julie Rea is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as secretary for the Vinings Business Association, managing the website and tracking dues payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

Joanne Esfahani is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at New England Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jerry Kester Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds the Series 63 designation and operates out of Olivette, MO. 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 provides a range of advisory solutions, including wrap fee strategies and separately managed accounts, under a fiduciary standard.

Sarah Lammering is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Edward Jones Trust Company since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 financial advisors.

Neel Patel is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Citigroup and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Robert Stockdale is a CFP® with 33 years of industry experience and has been with Stifel since 1997. Based in O'Fallon, MO, he also hosts a weekly radio show with Entercom Communications. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.