Andrew Sabin is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding a Series 66 designation and 23 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Andrew Guenther is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. 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, supported by a large nationwide network of financial advisors and branch offices.

Gregory Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley in various capacities from 2002 to 2016. Outside of his advisory work, he is a 50% owner of B & Y Outdoors LLC, a farming business growing corn and soybeans. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Walck is a financial advisor at Morgan Stanley with 31 years of industry experience. Prior to joining Morgan Stanley in 2025, Walck worked at Wells Fargo Advisors for 13 years. Walck holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various planning tools and investment services.

Christina Tucker is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Scottrade, Inc. Tucker serves as a board member for Friends of Hillsboro Wrestling in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Elizabeth O'Hanlon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets under management. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Penelope Pennington is a financial advisor at Edward Jones in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Pennington serves on the Board of Trustees at Washington University in St. Louis and is a member of the Board of Directors at Catalyst in New York. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Bailey is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Bret Carter is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Edward Jones from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial products than typical institutional advisers.

Adam Adrignola is a Series 66-licensed financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Case Elder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, following seven years at TD Ameritrade. 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 discretionary managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Emily Kolb is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. In addition to her advisory role, she has been affiliated with Saint Louis University since 2009. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Cernicek is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 23 years before joining Raymond James in 2022. He serves on the advisory board of SSM Cardinal Glennon Hospital, where he participates in raising awareness for the organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering customized financial planning and consulting with a variety of portfolio management styles.

Sherise Smith is a Series 66 licensed financial advisor with Edward Jones in Saint Charles, MO, and has six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Secure 24 ADT from 2015 to 2019. 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, operating under a fiduciary standard.

Barry Power is a CFP® with 24 years of industry experience, currently advising at Stifel since 2022. He previously worked at Bank of America and Merrill Lynch. Outside of finance, he owns and teaches karate classes at the Missouri Karate Association. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary modeling by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jennifer Otte is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Vivian Van Bogaert is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked for eight years at the Office of the Jefferson County Attorney. She is based in St. Louis, MO. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated services.

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.

Stephen Werkmeister is a CFP® and Series 66-registered advisor with Edward Jones, based in St. Louis, MO, with 15 years of industry experience. His career includes prior roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.