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 an advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience in educational roles at Missouri Baptist University, Holt High School, and Wentzville Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

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 Certified Financial Planner® with 21 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and previously worked at U.S. Bancorp Investments, Inc. for 11 years. Smith owns Artemis Wealth Solutions, an LLC established to offer 401(k) plans and services in partnership with a commercial insurance firm, and he is developing Artemis Wealth Advisors as a platform for other brokers. Osaic Wealth serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Mario Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and to develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen expenses, and facilitates access to specialists in banking, credit, home financing, and small business solutions. With a focus on personalized service, Mario collaborates with clients to define their goals and implement portfolio strategies tailored to their needs. He offers ongoing advice and adjusts financial plans as clients' situations evolve. His expertise addresses the complexities of managing competing financial demands such as home buying, college savings, elder care, and healthcare preparation. Mario holds a Bachelor's Degree from the University of Missouri System and has earned the Personal Investment Advisor (PIA) designation. He is also affiliated 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.

Kari Lovera is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing option, focusing on comprehensive written recommendations without discretionary trading authority.

Christopher Durr is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2010. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

James Alfermann is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Edwards is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked with Edward Jones since 2025 and previously held positions at Citigroup and Wells Fargo Advisors. 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 programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.

Evangelos Kourkafas is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

James Michaels IV is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2004. He has 19 years of industry experience. Outside of his advisory role, he occasionally helps out with his parents' retail business, Pet Supplies Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with an emphasis on fiduciary standards, supported by a large network of financial advisors and branch offices nationwide.

Michael Albritton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Hood is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is a part owner of Vacations By Melinda LLC, a travel agency, where he assists with bookkeeping, tax preparation, and website design. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.