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 with LPL Enterprise, holding a Series 66 designation and four years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales capabilities.

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® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including prior roles at OSAIC and Woodbury Financial Services Inc., and she also operates Boykin Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

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.

Rami Awawda is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade and has experience in various other roles including university employment and business ventures. He is also a co-owner and managing member of a vending machine business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor at LPL Financial in Chesterfield, MO, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Cigna Express Scripts, Nfp, and Elevance Health/Anthem. Outside of advising, he has experience as a caregiver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michelle Horton is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families to plan for financial success now and for future generations, focusing on various client needs such as college education planning, family wealth management strategies, legacy planning, and personal retirement planning. With more than 35 years of experience, Michelle has partnered with families and their businesses to pursue their life goals, emphasizing lifelong relationships and a comprehensive understanding of each individual's circumstances. Her expertise includes investment management and tax minimization, and she holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michelle earned a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She is involved with the Arrowhead Metro District and participates in community activities such as Bighorn Gravel. Her personal interests include adventure sports, biking, camping, hiking, skiing, surfing, and traveling.

Amanda Fitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Morgan Stanley, Wealthfront Brokerage, Robinhood Financial, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Virginia Gruber is a financial advisor with Edward Jones in Maryland Heights, MO, holding the Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is associated with CVR Supply & Trading LLC, which involves royalty interests. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of advisory services and investment solutions supported by a nationwide network of more than 23,700 advisors.

Stephen Schleiffarth is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of experience in the industry. Outside of his advisory role, he is a co-owner of Kozy Properties LLC, a real estate venture focused on renting and occasionally flipping houses in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.