Erica Unterreiner is a financial advisor at Edward Jones with 19 years of industry experience and a Series 66 designation. She has worked at Edward Jones since 2004 and has been involved with Weight Watchers North America since 2006. Outside of her advisory role, she is a member of M.F. Kustoms, L.L.C., a manufacturing business specializing in harnesses and other components. 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 options, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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.

Melissa Stengel is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory work, she volunteers as a trainer for the Ellisville Athletic Association, where she assists in training volunteers on concession duties. 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, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Joshua Parney is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed at St. Louis University and had experience outside the financial industry at Delta Sonic Car Wash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services, 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.

Kiera Monaco is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, she worked at Deloitte & Touche, LLP and Ernst & Young, with additional experience in academic roles at the University of Missouri-Columbia. Outside of her advisory work, she is involved with The Hauser Group, INC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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 programs, supported by a network of over 22,800 advisors.

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.

Charles Gutierrez is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and previously worked at Washington University and KPMG LLP. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Sims is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he is a partner in V&H LLC, a real estate development business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Anne Elliott is a CFP® certificant and holds a Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2012. 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 more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.

Tracy Shepard is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as an election judge for the St. Louis County Board of Elections. 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 national network of financial advisors and branch offices.

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.

Jeremiah Borage is a CFP®-designated financial advisor at Edward Jones in St. Louis, MO, with 15 years of experience at the firm and four years in the industry. He holds the Series 66 license and has been with Edward Jones since 2011. 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 large nationwide network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.