Melanie Avery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Thomas Mc Laughlin II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones, he spent three years working in education with Elwood Community Consolidated School District #203. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Walter Pollard Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and possessing 29 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 with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Meara Lindley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is associated with Smith Family Enterprise LLC, a family partnership. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Andrew Mc Lean is a financial advisor at Charles Schwab in Chesterfield, MO, holding a Series 66 credential with two years of industry experience. Prior to joining Charles Schwab, he held various roles including positions in the Missouri State University Athletic Department and Career Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account platforms.

Jeffery Seeburger is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. His prior work includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance. He has been involved with Lindenwood University since 2009 and holds Series 63 and Series 66 designations. Outside of advising, he is a secretary at PJ's Coffee of Lake St Louis, a local coffee shop. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing both proprietary and third-party model strategies across various custody platforms.

Morgan Brasier is a CFA® charterholder with four years of industry experience. He is currently an advisor at Edward Jones since 2026 and previously worked at Sanford C. Bernstein & Co., Bernstein Private Wealth Management, and UBS. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Gregory Lewis is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. He has been with Edward Jones since 2007. 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, and operates under a fiduciary standard.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

William Mclaurine is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory work, he coaches a youth soccer club, Sporting St Louis, where he manages practices, games, and tryouts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services, operating a multi-manager platform with access to affiliated and third-party investment managers.

Allison Jentsch is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2021 and spent one year at TD Ameritrade. Prior to her financial services career, she was involved with Capstone Real Estate Investments and C Studio, Inc. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment management, combining strategic asset allocation with access to alternative investments and centralized custody and brokerage services.

Mary Galantowicz is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Vanliner Insurance Company from 2013 to 2017 before joining Edward Jones in 2017. 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 both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

James Ott is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones in two periods, from 2015 to 2019 and from 2020 to the present, with a year at Enterprise Holdings in between. Based in St. Louis, MO, Ott currently serves clients through Edward Jones. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Frank Lindwedel is a financial advisor with LPL Financial based in St. Louis, MO. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes positions at PWM and teaching roles at Truman State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, supported by research and diversified investment strategies.

Katherine Verano Camones is a financial advisor at Edward Jones with 9 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her advisory career, she served in the Missouri House of Representatives in 2017. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Janice Reedy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 designation and is based 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Brad Huffman is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 1999. Based in St. Louis, MO, he operates within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services and maintains a large national network of advisors and branch offices.

Patrick Chanod Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.