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 at Equitable Advisors with 19 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, Heck serves on the board of directors for The St. Patrick Center and holds a leadership position in the Sacred Heart Valley Park Mens Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Ronald Yeaton is a financial advisor with LPL Financial in Des Peres, Missouri, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Oneamerica Securities, American United Life, and New England Securities. Yeaton is involved with multiple business entities related to investment services and insurance. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Gregory Angelino is a CFP®-designated financial advisor with Edward Jones in Saint Louis, MO, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kean University from 2015 to 2018. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and over 15,000 branches.

James Harter is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management services for families and institutions. Since joining Merrill Lynch in 2003, he has focused on delivering a goals-based financial approach tailored to the unique aspirations and needs of his clients. Harter works closely with high-net-worth individuals, business executives, and entrepreneurs to develop integrated strategies that address investment management, retirement income planning, estate planning, tax minimization, and wealth transfer. He emphasizes a disciplined investment process that leverages Merrill Lynch’s global research and resources, alongside personalized lending solutions through Bank of America, N.A. Harter holds a Bachelor of Science in Business Administration with an emphasis in Management Information Systems and International Business, as well as a Master of Business Administration, both from Saint Louis University. He has earned the Chartered Retirement Planning Counselor™ designation, reflecting his commitment to retirement planning and wealth preservation strategies. His approach involves collaborating with clients' accounting and legal professionals to customize financial strategies that align with each client’s goals, risk tolerance, and family circumstances. Outside of his professional role, Harter enjoys spending time with his family and engaging in various sports including baseball, basketball, fishing, golfing, racquetball, skiing, soccer, tennis, and traveling. He resides in Ballwin, Missouri, with his wife and three children.

Nicole Kramer is a financial advisor with Charles Schwab and Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at TD Ameritrade, Scottrade, and Kohl’s. Charles Schwab 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 multi-asset model portfolios supported by in-house research and due diligence.

Joshua Anderson is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones in St. Louis, MO, for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. 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 alongside affiliated mutual funds and other financial services.

Kerry Kulich is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and Co., Inc. and TD Ameritrade/Schwab. Outside of his advisory role, he is a brand ambassador for an event company, sampling alcoholic beverages at retail locations. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Allen is a financial advisor with Robert W. Baird & Co. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. for 16 years before joining Baird in 2019. Outside of his advisory role, he is a part owner of a retail gift shop and serves as treasurer for Ordre Mondial Chapitre du Saint Louis. He is part of The DDK Group at Robert W. Baird, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies and overlay services.

Joshua Cassell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Express Employment Professionals and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors.

Joshua Worthington is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent eight years at Foley & Mansfield, PLLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory strategies under a fiduciary standard.

Brandon Joslin is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance services.

Joseph Sigman is a financial advisor with Osaic Wealth, Inc. based in St. Louis, MO, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Oneamerica Securities, and American United Life. Outside of his advisory work, he is the managing partner of Gateway Capital Advisors LLC, which engages in the sale of fixed annuities and various insurance products, and he manages Prairie Lakes, LLC, a farming and maintenance business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk assessment, and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Ryan Hamilton is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Securities America Advisors, Mass Mutual Investors Services, Massmutual Life Insurance Co., and Metlife Securities, Inc. Outside of his advisory role, he is a Registered Representative involved in Long Term Care solutions through Inertia. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Marcello Pesce is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, Citibank, and Northwestern Mutual. Prior to his financial career, he spent ten years at I1 Fornaio D'italia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.