Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to her advisory role, she spent 14 years at Sun Valley Adult Care Center. Outside of her financial career, Shannon coordinates events at a family-owned venue, operates a notary public business, organizes a creative studio focused on publishing and crafts, and offers motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chuck Edelstein is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. Outside of his advisory work, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Ward is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade, Scottrade, and AT&T. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Emily Kingston is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012 and has also held positions at Fossil, Loft, and Bek Restaurant. In addition to her advisory role, she serves as a power of attorney for fiduciary entities in the St. Louis area. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colten Meador is a financial advisor at Wells Fargo Clearing with a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Digital Intelligence Systems, and Legence Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Gregory Bulva is a financial advisor with Wells Fargo Clearing in Granite City, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Scottrade from 2008 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving clients with tailored investment strategies and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christine Arendes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Medical West Respiratory Services. 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 and a nationwide network of more than 23,000 advisors, the firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and affiliated mutual funds.

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. 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 and investment solutions, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

Geoffrey Ratliff is a Senior Financial Advisor and partner in The Ratliff Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2015 and becoming a partner in 2018, he has focused on helping clients develop and implement customized strategies addressing their financial needs including banking, lending, estate planning, and investment management. He applies a goals-based approach that takes into account clients' risk tolerance, liquidity needs, time horizons, investment goals, and cash flow requirements. His expertise covers managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, retirement income, and services for endowments, foundations, and non-profits. He holds Series 7 and 66 FINRA registrations, is licensed to sell insurance in Missouri, and holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Geoffrey earned a Bachelor's Degree from the University of Virginia. Geoffrey is involved in community service, serving on the boards of Aim High St. Louis and the St. Louis Public Schools Foundation since 2018 and 2019 respectively. He is also a member of the Board of Trustees and the Community & Equity Partnership Steering Committee at John Burroughs School. He resides in the University City area of St. Louis with his wife, Jasmine, and daughter, Beverly.

Robert Webster is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2019 and has been working in finance and investments since 2017. Robert focuses on providing financial security and clear strategies for his clients by understanding their aspirations and financial goals, emphasizing open communication throughout the planning process. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, and personal retirement planning. Robert aligns his investment approach with Modern Portfolio Theory, incorporating tactical allocation changes and careful manager selection to seek portfolio performance that outpaces benchmarks without excessive risk exposure. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Robert earned his Bachelor's degree from Missouri State University. He is involved with the St. Patrick's Center, reflecting his engagement in community activities. In his personal time, Robert enjoys adventure sports, fishing, golfing, hunting, and playing pickleball.

Jonathan Norris is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent eight years at Gradient Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its product offerings.

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Alicia Laken is a financial advisor at Edward Jones in St. Louis, Missouri, holding the Series 63 and Series 66 designations with 16 years of industry experience. She 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.