Lauren Lehr is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Edward Jones since 2017, with prior experience at Larson Financial Securities, Larson Financial Group, and Scottrade. Lauren is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.

Melissa Beiter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She worked at Ansira from 2016 to 2017, then at TD Ameritrade from 2017 to 2021 before joining Edward Jones in 2021. 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 network of financial advisors and branch offices nationwide.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

Zane Fulp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Mascoutah Board of Education District 19 in Illinois. 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.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked previously at State Farm VP Management Corp., Brian Smith Insurance Agency, Stifel Nicolaus & Co Inc, and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its affiliated capabilities beyond advisory services.

Jason Imig is a financial advisor at Edward Jones with 16 years of industry experience. He has held roles at Edward Jones since 2016 and previously worked at Ameriprise Financial Services from 2014 to 2016. Imig holds the Series 66 designation and is based in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Ian Garrett is a financial advisor at Edward Jones in Saint Louis, MO, with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Menard Inc. from 2013 to 2018. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Anne Ivancho is a financial advisor with Edward Jones in O'Fallon, Missouri. She holds a Series 66 designation and has 16 years of industry experience. Ivancho has been with Edward Jones since 2004. 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 through a large network of financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Chute is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping families manage new wealth, minimize taxes, and plan for retirement income. His professional experience includes work in mortgages and banking prior to his current role. Nicholas holds a Bachelor of Science degree in Business Administration from Southern New Hampshire University and is designated as a Personal Investment Advisor (PIA). He is committed to assisting clients in reaching their most important financial goals. Born and raised in St. Louis to a military and police family, Nicholas continues his legacy of service through promoting financial wellness in his community. He is involved with organizations such as Backstoppers and the Veterans Community Project. Outside of work, he enjoys camping, cooking, fishing, genealogy, hiking, reading, and running.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Marcus Sierawski is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Buckhurst, LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers, managing over $256 billion in assets.

Bradley Thebeau is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Citadel Servicing Corporation, TD Ameritrade, Scottrade, and Wells Fargo Advisors. Outside of his advisory work, he drives for Uber on weekends to become familiar with the local area. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brandon Portell is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them make thoughtful decisions about their wealth and future. Brandon approaches each client relationship as a collaboration, taking time to understand clients' situations and goals in order to develop clear financial strategies. He aims to help clients understand the reasoning behind financial plans to foster confidence in decision-making amid uncertainty. Before becoming a Financial Advisor, Brandon served as a Financial Center Manager. His experience in daily conversations with clients and lessons from his own financial journey motivated him to pursue a role with more direct and comprehensive client impact. He holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations. Brandon completed his high school education at Troy Buchannan High School. Outside of his professional work, Brandon is newly married and a father of three children. He and his family are involved in the Troy community, and he contributes through offering his perspective and support. He is an avid NFL fan and maintains a lifelong interest in financial topics including markets, economic policy, and personal finance.

Todd Purdy is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Purdy serves as Chair of the Board of Directors for the World Pediatric Project, a not-for-profit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and services, supported by a large network of financial advisors and branch offices.

Edward Meyer is a CFP®, ChFC®, and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2014. Meyer serves on the advisory board for the University of Missouri Columbia's Personal Financial Planning program, is an adjunct professor at The American College of Financial Services, and sits on the Certified Financial Planner Board of Standards' Business Model Council representing Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Abigail Devereux is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked at Thrivent Financial since 2023 and previously held roles at Fleishman Hillard and Core & Main. Outside of her advisory role, she co-founded Bourbon & Blondes, a whiskey podcast and event business, and serves as a non-voting board member for The Repertory Theater of St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Gary Keesling is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves as president of the Semper Fi Society of St. Louis, a nonprofit supporting the Marine Corps through programs such as Toys for Tots and the Gold Star Family Luncheon. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.