Man Dee Alevizos is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2017, Alevizos worked five years at Indiana Farm Bureau Insurance. She holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses. He has five years of industry experience and has worked at Edward Jones since 2023. Prior to that, he held roles at Wells Fargo Investment Institute, Inc. and Slagle Financial, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Ruester is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior employment includes seven years at TD Ameritrade, Inc. and one year at Levy Restaurants. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jenny Seim is a Series 65-licensed financial advisor at Edelman Financial Engines with 21 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016, with a brief tenure at Tmfs Advisors, Llc in 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary management and non-discretionary advice focused on diversified model portfolios and long-term investment strategies.

Matthew Bernstein 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, he worked at Apex Systems LLC and Enterprise Bank and Trust. Outside of his advisory role, Bernstein officiates high school basketball games in Missouri through organizations such as MSHSAA and JCC St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and demographics.

Clinton Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Harry Smelcer Jr. is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. Smelcer is also president of HGS Wealth Management, where he is involved in life insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs various investment tools and platforms to construct portfolios and offers both brokerage and advisory services.

William Devine is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Devine serves as an assistant coach for the St. Francis Borgia High School trap shooting team and owns a small hay production and egg-selling business, as well as other private ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charities. The firm offers a variety of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

Dominic Corvington is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, bringing 10 years of industry experience at the firm since 2016. Outside of his advisory role, he is involved in several business ventures, including a used shoe reselling operation, a modeling agency, and a co-ownership position in a beverage company that facilitates communication with a farmer's market. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Margaret Bittner is a CFP® with 18 years of experience at Edward Jones, where she has worked since 2002. She holds the Series 66 designation and is based in Town & Country, MO. Outside of her advisory role, she organizes the annual Govie Classic Golf Tournament, a not-for-profit event involving her family. 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 investment strategies and advisory services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Cole Knutson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is an owner/investor in a massage therapy business called Cloud Nine Wellness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Jeffery Meyer is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2014, following a prior tenure with Ameriprise Financial Services, Inc. dating back to 1982. He has 43 years of industry experience. Outside of his advisory role, Meyer is a partial owner and treasurer of Meyer Tablerock, LLC, a non-investment-related business. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrew Haven is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 15 years of industry experience and has been with Edward Jones since 2009. 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. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

David Welland is a CFP® with 39 years of experience in the financial services industry, currently affiliated with Primerica Advisors. His career includes roles at Weichert Referral Associates and PFS Investments Inc. He is also the owner of CMH Management/Holdings, LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services.

Jessica Mader is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kevin Morkassel is a financial advisor with LPL Enterprise who holds a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Investment Centers of America, and Edward Jones. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm employs model-driven investment strategies and provides access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.

Travis Luebbehusen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Wells Fargo Clearing in 2022. He serves as treasurer for the charity Mission 318, where he advises on budgeting and fundraising strategies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Caleb Stear is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His current roles at J.P. Morgan Securities, LLC and JP Morgan Chase bank began in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.