Michael Fross is a CFA® charterholder with 26 years of industry experience, currently advising at Edward Jones since 1999. He serves on the board of Apostolic Learning Academy, where he is involved in strategic planning to support the school's goals. 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 nationwide network of financial advisors and branch offices.

James Buckalew is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is involved in wealth management through ownership in Buckalew Wealth Management, LLC and holds a minority stake in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Alexander Cooper is a Series 66-licensed financial advisor with Edward Jones, based in St. Louis, MO, and has three years of industry experience. His prior work history includes roles at Target and Southern Illinois University Edwardsville. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Allison Knapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Amanda Nihira is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is associated with Kneehigh Prints, a screenprinting and design business operated by her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary solutions under a fiduciary standard.

Lisa Prosperi is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Nordstrom for seven years. 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, operating under a fiduciary standard.

Michael Zile is a financial advisor with Edward Jones in Saint Charles, Missouri, holding the ChFC® and Series 63 designations. He has 29 years of industry experience, all with Edward Jones since 1993. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, including both discretionary and non-discretionary solutions, with a nationwide network of more than 23,700 advisors.

Christopher Ruck is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Nicholas Pallardy is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2011. He has 12 years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Keith is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he maintains a family interest in a farm estate through Keith's Rolling Hills LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Margie Ocello is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Smoking Hot Cigars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through advisors and specialized groups.

Emily Brown is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at the University of Missouri, Enterprise Holdings, and Volkert, Inc. Company. Based in St. Louis, MO, she has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kristi Olmsted is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 1999 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as Vice President of the Inertia the School of Dance Parent Booster in Lake St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions, corporations, and charities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nathan Hoffman is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kurt Zoeller is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple affiliated firms, including First Allied Advisory Services and First Financial Planners. In addition to his advisory role, Zoeller serves as a successor trustee for two family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bradley Schmidt is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2016. Outside of his advisory role, Schmidt serves on the Young Friends Board and Development Board of St. Louis Children’s Hospital. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and asset allocation methodologies.

Gretchen Garcia is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, and Renaissance Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad nationwide network of financial advisors and branch offices.

James Hofman is a CFP® professional affiliated with Wells Fargo Clearing, with 13 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated private banks. He owns Totus Tuus, LLC, an investment-related business in Chesterfield, MO. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach using diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Genevieve Molina is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2015. She has 10 years of industry experience and has also worked at the University of Phoenix since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Proost is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.