Anne Elliott is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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 who holds Series 65 and Series 63 designations and has six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Wells Fargo Advisors. Outside of his advisory work, Cooney is involved as a committee leader for the Cystic Fibrosis Foundation’s Gateway Chapter, where he helps plan charity events and secure sponsorships. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients.

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.

Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Stevie Buckley is a financial advisor at RBC Capital Markets with two years of industry experience. Buckley holds a Series 66 designation and previously worked at Central Investment Advisors and Central Bank of Boone County. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers, with options for tax management and responsible investing.

Jason Dennis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and emphasizes a fiduciary standard in its services, supported by a large network of advisors and branch offices nationwide.

Gregory Miller is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various specialized planning areas.

David Sheets is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was with Northwestern Mutual from 2015 to 2017. Outside of his advisory role, he owns and produces the YOURDAYWITHDAVID podcast, which covers topics related to mental and physical health, music, and travel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

William Boyer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo research and planning tools.

Andrew Sharon serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in crafting personalized wealth management strategies that align with each client's unique financial situation and life priorities. His approach emphasizes understanding what matters most to clients, enabling him to collaborate effectively in creating plans tailored to their goals and aspirations. Andrew's expertise encompasses a range of areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and retirement income. He provides both short and long term institutional-style strategies to address complex financial situations, utilizing the resources and insights available through Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Northwestern University and an MBA from Washington University in Saint Louis, and he has earned the Personal Investment Advisor (PIA) designation. Andrew is involved with several professional organizations such as Arch Grants and Washington University Hatchery. His community engagement includes charitable work with the American Jewish Committee, the Jewish Community Relations Council, and Kids In The Middle. Outside of work, Andrew enjoys a variety of activities including baseball, cooking, football, golfing, ice hockey, music, spending time with his family, tennis, traveling, and watching movies.

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Mark Pfeffer is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement tailored investment solutions.

Beth Oakes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Moneta Group Investment Advisors, LLC and Saxony Capital Management, LLC. In addition to her financial advisory work, she is a non-practicing licensed attorney in a non-investment related capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets.

Anthony Bogay is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' goals and priorities by asking questions and listening carefully to their needs. His approach involves developing strategies to pursue clients' short-, mid-, and long-term financial objectives. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Anthony also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering comprehensive financial guidance. Anthony holds a Personal Investment Advisor (PIA) designation and a High School Diploma/GED from Pennfoster. Outside of work, he enjoys basketball, football, golfing, music, and spending time with his family.

Peter Boggs is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His career prior to joining Stifel includes roles at Raymond James & Associates, Ditat, and Spire. Before entering the financial sector, he worked at Chick-fil-A and Enterprise Holdings. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Eleanore Thomas is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Advance Auto Parts, Family Dollar, and Modern Woodmen of America. She was also co-owner of a cleaning contracting business where she handled social media and marketing posts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Julie Rea is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as secretary for the Vinings Business Association, managing the website and tracking dues payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

Joanne Esfahani is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at New England Securities. 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 supported by research from Wells Fargo Investment Institute and third-party data.