David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds minority ownership interests in several broadcasting companies and serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Cameron Mcelhaney is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Arsenal Business Growth and Dick's Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Donald Rowe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 24 years at Edward Jones and 3 years of industry experience. 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 supported by a large nationwide network of advisors and branch offices.

Ellen Avramovich is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. She has been with Edward Jones since 1999. 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 investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 license and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm offers planning in areas such as retirement, education, risk, wealth transfer, and niche topics like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop client recommendations.

Kathleen Dear is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 17 years of industry experience and has been with Edward Jones since 2000. 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.

Kathryn Adams is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a part owner of a Subway restaurant and a limited partner in a golf and country club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and related financial services, supported by a large nationwide network of advisors and branch offices.

Dyllan Weicht is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His background includes roles in education and biohazard remediation prior to joining LPL. He is also affiliated with Missouri Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.

Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”

Peter Smith is a Certified Financial Planner® with 21 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and previously worked at U.S. Bancorp Investments, Inc. for 11 years. Smith owns Artemis Wealth Solutions, an LLC established to offer 401(k) plans and services in partnership with a commercial insurance firm, and he is developing Artemis Wealth Advisors as a platform for other brokers. Osaic Wealth serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Mario Guzman is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by choosing platforms that best fit their needs. Mario's expertise lies in assisting clients with managing various financial priorities, such as purchasing a home, saving for education, caring for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, he provides one-on-one guidance to define clients' goals and develop portfolio strategies tailored to those objectives. He offers ongoing advice and helps adapt portfolios as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Additionally, Mario is associated with the United States Air Force Reserves.

Leigh Kulik is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Charles Schwab in 2022, Kulik worked at TD Ameritrade from 2018 to 2022 and Scottrade from 2007 to 2018. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Garrett Leahy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at IBM and Ford Motor Company. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and operates under a fiduciary standard.

Dylan Oran is a financial advisor at Charles Schwab in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior work includes eight years at Edward Jones and six years at KPMG LLP. Outside of his advisory role, he is involved as a member in two real estate ventures, Tailor Made Properties LLC and Gravy Real Estate LLC. Charles Schwab serves 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 blended approach of non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment program.

Kari Lovera is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing option, focusing on comprehensive written recommendations without discretionary trading authority.

Christopher Durr is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and worked previously at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services delivered primarily through its network of investment adviser representatives.

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

James Alfermann is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2005 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.