Leslie Hart is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, bringing four years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Cushman & Wakefield and The Cheesecake Factory. 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 large network of financial advisors and branch offices nationwide.

Nicholas Coyne is a Series 66-licensed financial advisor with Morgan Stanley in Chesterfield, MO, where he has worked since 2016. He has 10 years of industry experience, all with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Ilencia Lightbody is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Vector Marketing and Atlas Fastpitch, as well as employment in the food and beverage sector. 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 large network of financial advisors and branch offices nationwide.

Arynne Slocum is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Charles Schwab, she worked at Graybar for four years and has professional experience in both financial services and other industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale and integrated structure, providing bundled advisory, brokerage, custody, and cash-sweep services.

Jon Wallin is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2010, working primarily out of the St. Louis, MO office. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Nay is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to Edward Jones, she worked at Citigroup for four years and Merrill for eight years. Outside of her advisory role, she is a part-time coach with Beachbody, focusing on at-home fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is known for its extensive retail advisor and branch network, its affiliated mutual funds, and offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Brent Mannebach is a CFP® professional with 19 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment management options.

James Hietter is a financial advisor at Edward Jones in Des Peres, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Bodine is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Xtivia and Himagine Solutions. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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 23,700 financial advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Jennifer Bortnick is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 10 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Annapurna Kuchi is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and eight years of industry experience. She has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. 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 and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Douglas Blas is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013 in St. Louis, MO. 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 advisory programs and strategies through a nationwide network of financial advisors and branch offices.

John Coyle is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2015. He has nine years of industry experience and previously worked at the Eastern Missouri Police Academy from 2014 to 2018. 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 through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Calandra Booker is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Professional Employment Group and Client Services Inc. 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 investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dustian Blomker is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Daniel Stavrides is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Cetera, and Regions Bank. Outside of advising, Stavrides is involved in small business ventures including ownership of Melting Pot Card, Collective, LLC and Stavy's Resal Shop, as well as working as an Uber Eats driver. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Charles Wheelock is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at US Capital Development, Boston Consulting Group, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and proxy voting.

Jeffrey Giles is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at TD Ameritrade, NYLIFE Securities, and New York Life Insurance. Outside of his advisory duties, he occasionally assists with administrative tasks at a family healthcare business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by multi-asset portfolios and rigorous due diligence on alternative investments.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.

Ryan Cook is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services/TD Ameritrade and Scottrade. 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 large nationwide network of advisors and branch offices.