Charles Potts is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with nine years of industry experience. He has worked with Edward Jones since 2017 and previously spent five years at Scottrade. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Miles Feller Blakemore is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2018 and was previously employed at TD Ameritrade and Global Music Broadcasting Inc. Outside of his advisory work, he serves as a soccer official. 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 advisory services and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

William Sellenriek is a financial advisor at Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at UBS Financial and Minnesota Life Insurance Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and research, with a focus on advisory services rather than direct security recommendations.

Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he has ownership interests in several broadcasting companies and serves as co-trustee for a family trust. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cameron Mcelhaney is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Arsenal Business Growth and Dick's Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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 under management, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Donald Rowe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 24 years at Edward Jones and 3 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Ellen Avramovich is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. She has been with Edward Jones since 1999. 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 investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Dear is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 17 years of industry experience and has been with Edward Jones since 2000. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kathryn Adams is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a part owner of a Subway restaurant and a limited partner in a golf and country club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and related financial services, supported by a large nationwide network of advisors and branch offices.

Dyllan Weicht is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His background includes roles in education and biohazard remediation prior to joining LPL. He is also affiliated with Missouri Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.

Andrea Trapet is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at MECS for ten years. She was previously the owner of a retail business, Port Saint Louis LLC, which is now inactive and in the process of being closed. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Smith is a financial advisor with Osaic Wealth, holding a CFP® designation and securities licenses Series 63 and 66. He has 21 years of industry experience, having previously worked at U.S. Bancorp Investments and Edward Jones. He owns Artemis Wealth Solutions, an LLC that provides 401(k) services in partnership with Artemis Risk Solutions, a commercial insurance firm. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering comprehensive financial planning and a range of advisory and brokerage services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and advisor-managed investment strategies.

Cassandra Farner is a CFP® professional at Edward Jones with 11 years of industry experience, all spent at Edward Jones since 2015. She also coaches at Cor Jesu Academy in Saint Louis, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Mario Guzman is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by choosing platforms that best fit their needs. Mario's expertise lies in assisting clients with managing various financial priorities, such as purchasing a home, saving for education, caring for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, he provides one-on-one guidance to define clients' goals and develop portfolio strategies tailored to those objectives. He offers ongoing advice and helps adapt portfolios as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Additionally, Mario is associated with the United States Air Force Reserves.

Leigh Kulik is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Charles Schwab in 2022, Kulik worked at TD Ameritrade from 2018 to 2022 and Scottrade from 2007 to 2018. Charles Schwab & Co., Inc. serves a large client base, 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Garrett Leahy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at IBM and Ford Motor Company. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and operates under a fiduciary standard.

Dylan Oran is a financial advisor at Charles Schwab in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior work includes eight years at Edward Jones and six years at KPMG LLP. Outside of his advisory role, he is involved as a member in two real estate ventures, Tailor Made Properties LLC and Gravy Real Estate LLC. Charles Schwab 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 blended approach of non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment program.