Michael Belloli is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2022, he worked at Stifel for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Alyson Harper is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all with Edward Jones since 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Graham is a financial advisor at Edward Jones in Manchester, MO, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colette Knobeloch is a CFP® professional with 14 years of industry experience, currently associated with Cambridge Investment Research Advisors. Her prior roles include positions at OSAIC, Sagepoint Financial, First Allied Advisory Services, and Wells Fargo Clearing. She also owns a business in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Donald Fitzgerald is a CFP® with 19 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. He holds a Series 66 license and also works as an insurance broker, focusing on individual and group life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative annual planning engagements.

Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

Nhi Doan is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 credential and 9 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a board member of the Asian American Chamber of Commerce in St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Andrew Shuldberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he collaborates with clients to develop customized financial plans that address changes in their personal lives and in the financial markets. Andrew has been with Fidelity Investments since 2011, progressing through several roles including Service Representative, Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client needs. Details regarding Andrew's education, credentials, personal interests, and community involvement were not provided.

Irving Abram is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. 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 households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

William Schryver is a financial advisor at Edward Jones in Saint Louis, MO, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge on the St. Louis County Board of Election Commissioners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Joergen Andreas Gjestvang is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at KPMG AS and Saint Louis University, including the Chaifetz School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm 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.

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for National Planning Corporation from 2007 to 2017. In addition to her advisory role, she serves as president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Michael Wyatt II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 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, including a broad range of households and organizations. The firm offers a wide array of advisory programs and maintains a large national network of financial advisors and branch offices.

Christopher Bochtler is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2015. Outside of his advisory role, he manages a rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jenaro Centeno is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he teaches Brazilian Jiu Jitsu in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. 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.

Christian Potthoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Digital Intelligence Systems LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.