Kelly Fritz is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she has worked as an Uber driver and delivery service provider in San Francisco. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

David Goettelmann is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model that leverages LPL and multiple third-party asset managers to deliver tailored advisory services.

Mitchell Newhouse is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Schwab in 2025. Charles Schwab & Co., Inc. 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 a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Jason Lutz is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and Regions Bank since 2016. Outside of advising, he serves as a trustee on a family revocable trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment models.

Craig Heisserer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2024 and previously held roles at Intuit, Inc. and several accounting firms. His other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Westphal is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. He holds a Series 66 designation and previously worked at Cerner Corporation for three years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Phillip Sterling is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations. He has 18 years of industry experience and has been with Edward Jones since 2006. 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 under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keith Adams is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked with Cetera and its affiliates since 2013 and previously with MetLife Resources since 2006. Outside of advisory services, Adams is involved in tax preparation and accounting through SFG Consulting, LLC, and serves as an insurance agent offering fixed insurance and Medicare products. He also works as a NEA retirement specialist, providing financial education to members. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, corporate, and charitable clients with a range of portfolio management and retirement plan services. The firm operates a multi-manager platform offering various program options, including model portfolios, third-party managers, and bespoke strategies.

Georgia Luuce Durfee is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Robert Waugh is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, based in St. Louis, MO, with 40 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2002. Outside of his advisory work, he serves as treasurer for the ACLU of Missouri. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Micheal Christiansen is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 22 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Christiansen serves as a board member and co-leads the Long Range Planning Committee at Franklin County Country Club in Washington, 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 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.

Amy Weaver is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Ryan Pistorius is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as a soccer referee for various organizations, including St. Joseph Catholic Church, United States Soccer Federation, and MSHSAA. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jared Dougherty is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- 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.

Douglas Anstedt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Stogner is a financial advisor at Edward Jones with 10 years of industry experience. He has held roles at SCOTTRADE, Inc. and TD Ameritrade prior to joining Edward Jones in 2020. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Timothy Lartonoix is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has an interest in a note receivable arrangement through Arch Apparel LLC in St. Louis. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Matthew Bassman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 10 years of industry experience. He previously worked at Valic Financial Advisors, TD Ameritrade, and CitiMortgage. Outside of his advisory role, he volunteers as a concessions worker for the C&H Athletic Association, a nonprofit baseball field complex in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving 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.