Teresa Colletti is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and Renaissance Financial Corp, and prior to her financial services career, she spent nearly two decades with St Gerard Obstetrics and Gynecology LLC. Outside of her advisory role, Colletti is involved in community activities including serving as a board member for the nonprofit West County Outdoors and as a long-time volunteer and STEM committee member with Scouting America. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies including model portfolios, third-party managers, and bespoke solutions.

Sarah Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2016, she worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is a partner in FACT Group II LP, a company that owns investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network as well as municipal and public-finance work.

Kristin Thompson is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023, and has also been a financial advisor at Renaissance Financial since 2011. Thompson has experience with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of her advisory role, she serves on several nonprofit and advisory boards, including Forest Park Forever and College Bound. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and strategies.

Hannah Foster is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles in healthcare and rehabilitation, including physical therapy positions and serving as a physical therapist expert witness. In addition to her advisory work, she is a financial advisor at Renaissance Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party investment strategies.

Samuel Gallup is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp., Minnesota Life Insurance Co., and Securian Financial Services, Inc. He is a board member of Social Venture Partners Regional Business Council and serves on the advisory board of Saul Mirowitz Jewish Community School, where he will also assume the role of treasurer. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers within multiple program structures.

Jennylene Brazal is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with three years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo International Clearing Support Services since 2023, as well as prior positions at VXI Global Holdings Solutions and Engoo Teachers. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Monica Nguyen Miller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with high-net-worth individuals and multigenerational families to plan for the future by addressing their entire financial picture. Monica adopts a holistic approach to wealth management, starting with individualized financial plans tailored to align with clients' goals, needs, and personal objectives, particularly focusing on those experiencing life transitions such as divorce, widowhood, career changes, or inheritance. Monica holds a Bachelor's Degree in International Business and International Studies from Saint Louis University, where she graduated cum laude. She possesses professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional work, Monica is actively involved in community service, contributing her time and resources to organizations such as St. Jude, Susan G. Komen Breast Cancer Foundation, and the United Way of Greater St. Louis Inc. She resides in St. Louis City with her husband and their dog.

Stephen Schott is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Schott is also involved as a financial advisor and insurance agent with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Nathaniel Rolland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, Rolland is involved in church music and manages several independent media and videography ventures. 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, incorporating research and analytics to guide investment decisions.

Jason Stone is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Commerce Bank and Northwestern Mutual across various roles from 2022 to 2024. 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, model portfolios, and institutional platforms, utilizing a broad range of investment strategies supported by research and technology tools.

Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Greg Kluesner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 15 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 that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Jacob Kayser is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with Cetera in St. Louis, MO. He has worked at Renaissance Financial Corp since 2021 and held positions at Securian Financial Services Inc. prior to joining Cetera. Outside of his advisory role, he works as a contractor driver for DoorDash. Cetera is an SEC-registered investment adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. She has worked at various Wells Fargo entities since 2016. Outside of her advisory role, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christina Wisneski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Clark is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven strategies with diversified investment options through its extensive platform.

Christopher Pearo is a CFP® with 24 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2021. His prior experience includes roles at TIAA, Merrill, Citigroup Global Markets, and Wells Fargo Clearing. Outside of his advisory work, he has a family farmland rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.