Ann Granquist is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 66 registrations and 25 years of industry experience, all with Merrill Lynch since 2001. Outside of her advisory role, she is employed by J Crew, where she works in shipment processing and sales floor stocking. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Geoffrey Miller is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Tigress Financial Partners, LLC, and various companies in the retail and food sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Hardy is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at TD Ameritrade and internships abroad related to sports events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated operational platform.

Kathryn Berra is a CFA® charterholder and holds a Series 66 license, with 7 years of experience in the financial industry. She has been with Edward Jones since 2015 and also has a long tenure at Costco Wholesale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Carl Hicks is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he provides voice-over support for commercials and YouTube videos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Ryan Krakosky is a financial advisor at Edward Jones in St. Louis, MO, with 9 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Professional Employment Group and attended the University of Missouri. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brenda Herrion is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with roles at MOVA/K12, Scott County R-IV School District, and Sikeston R-6 School District. She is also involved in sales of investment-related and home-related products through affiliated companies of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by third-party asset managers and supports portfolio administration through BNY Mellon Advisors and Pershing.

David Woehlke is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. 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, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management across a large network of financial advisors and branch offices.

Traci Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley in various capacities from 2001 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she has a 50% ownership interest in B&Y Outdoors LLC, a business related to her spouse’s farming operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a large platform.

Michael Fleming is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the CFP® and ChFC® designations and has 24 years of industry experience. Fleming has been with Mass Mutual Investors Services since 2006 and MassMutual Life Insurance Company since 2005. He is the owner of Fleming Financial Services, LLC, an entity involved in his advisory activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, focusing on collaborative, goal-driven financial planning.

Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, employing various portfolio strategies supported by research and technology tools.

Thomas Hadican Jr. is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 credential and 26 years of industry experience. He previously worked at Metlife Securities Co. for 16 years before joining Mass Mutual. Outside of his advisory role, he serves as a sports official in his community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Christopher Coulter is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of advising, Coulter owns and manages a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Kenneth Safran is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Jody Bozovich is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She has been with Edward Jones since 2015 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 under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Harry Tart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Waddell & Reed, Inc. for 24 years and has operated his own businesses including The Compass Wealth Group, LLC and Tart Group LLC. Outside of finance, he has engaged in photography and has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Amber Linhardt is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jeffrey Misuraca is a Series 66-licensed financial advisor with Edward Jones in Ballwin, Missouri, where he has worked since 2008. He has 17 years of industry experience. 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, operating under a fiduciary standard.