Jacquelyn Etling is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.

Nicholas Lamia Jr. is a CFP® professional with 27 years of experience in the financial services industry. He has been with Edward Jones since 1999. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthia Luepke is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she volunteers with the Marine Corps Law Enforcement Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Yasser Kauaria is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and possessing six years of industry experience. His previous roles include positions at TD Ameritrade, Metropolitan Property and Casualty, and Harris Stowe State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors. The firm uses research and analytics to evaluate investment options and provides a range of financial products through affiliated institutions.

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Paul Martin is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. He also has a longstanding association with Bank of America N.A. since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew Pomerantz is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he was engaged through a technology partners contract with Nestle Purina from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Adam Dintelman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he completed an internship at Northwestern Mutual. He also has work experience in the food service industry and participated in collegiate baseball at the University of Missouri-Columbia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Patrick Savage is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. 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 plans, corporations, and charitable organizations.

Angela Minor is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, alongside a long tenure at Citigroup Global Markets dating back to 1992. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Sean Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee leader for the Cystic Fibrosis Foundation’s Gateway Chapter, where he is involved in planning charity events and coordinating sponsors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Stevie Buckley is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining RBC Capital Markets in 2024, Buckley worked at Central Investment Advisors and Central Bank of Boone County. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Debra Nelson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Cambridge since 2024 and previously spent 26 years with The O.N. Equity Sales Company and has been affiliated with Paul L. Rotermund, Jr. CFP for over 29 years. Outside of her advisory role, she is an independent insurance agent with The America Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides discretionary and non-discretionary strategies across multiple platforms, featuring proprietary models and access to unaffiliated strategists, along with institutional-level compliance and business support.

Gregory Miller is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools.

David Sheets is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was with Northwestern Mutual from 2015 to 2017. Outside of his advisory role, he owns and produces the YOURDAYWITHDAVID podcast, which covers topics related to mental and physical health, music, and travel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

William Boyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Sharon serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in crafting personalized wealth management strategies that align with each client's unique financial situation and life priorities. His approach emphasizes understanding what matters most to clients, enabling him to collaborate effectively in creating plans tailored to their goals and aspirations. Andrew's expertise encompasses a range of areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and retirement income. He provides both short and long term institutional-style strategies to address complex financial situations, utilizing the resources and insights available through Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Northwestern University and an MBA from Washington University in Saint Louis, and he has earned the Personal Investment Advisor (PIA) designation. Andrew is involved with several professional organizations such as Arch Grants and Washington University Hatchery. His community engagement includes charitable work with the American Jewish Committee, the Jewish Community Relations Council, and Kids In The Middle. Outside of work, Andrew enjoys a variety of activities including baseball, cooking, football, golfing, ice hockey, music, spending time with his family, tennis, traveling, and watching movies.

Beth Oakes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a non-practicing licensed attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.