Bryan Cernicek is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 63 designations 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, participating in efforts to raise awareness for the institution. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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®-designated financial advisor with Edward Jones, based in St. Louis, MO. He has 14 years of industry experience, including prior roles at Scottrade, Inc. and TD Ameritrade before joining Edward Jones in 2018. 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 strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Tracey Creighton is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Bannister is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 63 designations with 28 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory role, she is a part owner and secretary of a contracting company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mabry is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He 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, including high-net-worth and nonprofit entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jo Anne Westcott is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes roles at Gershman Mortgage, Stages St. Louis, RE/MAX Vision - Delhougne Realty Group, and Clarity Creative Solutions, LLC. 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 network of financial advisors and branch offices nationwide.

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.

Steven Heck is a financial advisor with Equitable Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Heck serves on the Board of Directors for The St. Patrick Center and holds a leadership position as Secretary in the Sacred Heart Valley Park Men’s Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, working with multiple program sponsors and offering both advisory and brokerage/insurance channels.

Ronald Yeaton is a financial advisor with LPL Financial based in Des Peres, MO. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life for a decade each. Yeaton is also involved in several investment-related business activities through entities such as Yeaton Financial Group and Cornerstone Wealth Portfolios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technologies to support diversified investment strategies.

Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Brea Tabernik is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She serves on the Municipal Securities Rulemaking Board’s Advisory Council Committee, providing feedback on guidance related to 529 savings plans and ABLE programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including both discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Nancy Eisenmayer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following prior roles at TD Ameritrade, Missouri State University, and DataServ. Based in St. Louis, MO, she serves clients through Edward Jones, a full-service wealth management firm that advises over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.