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.

Matthew Lindley is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, following a prior role at Scottrade from 2014 to 2016. Outside of his advisory work, Lindley is a volunteer yoga instructor and pursues freelance projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mesker Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in several property management and community maintenance activities, including serving as administrator for the Portage Road Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model manager options.

Emma Benesek is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at the University of Arkansas – Fayetteville from 2020 to 2023 and was employed at Freddy's Frozen Custard & Steakburgers from 2017 to 2021. 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 advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Lauren Barron is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nathanael Neal is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked at Panera Bread Co for seven years. 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 strategies, separately managed accounts, and affiliated mutual funds.

Charlie Sottoriva is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He has worked with Mass Mutual and Metlife Securities in various capacities since 2014. In addition to his advisory role, he provides consulting services related to voluntary employee benefits through a third-party firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars with a structured, collaborative approach to financial goal analysis.

Anita Dearing is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1991. 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 programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

Heather Aehle is a financial advisor at Edward Jones in Creve Coeur, MO, holding a Series 66 designation with 10 years of industry experience. She 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 range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

George Agai 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, he worked at Goldman Sachs and has held roles outside finance, including as Head Coach of a junior varsity soccer team and as visiting faculty at Principia College, where he teaches a course on discovering business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Christopher Pfeifer is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Larson Financial Group. 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 solutions supported by a large national network of financial advisors and branch offices.

Gregory Karcher is a CFA® charterholder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm is recognized for its extensive advisor network and branch presence, as well as its integrated capabilities including trust services and securities-based lending.

Angela Sudduth is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 17 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gretchen Trevaskis is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role since 2018 and previously worked at Protiviti from 2014 to 2018. Gretchen holds a Series 66 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Forbes is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with nine years at the firm and a total of four years in the industry. Prior to joining Edward Jones, she worked for Flight Safety International. 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 programs and investment strategies supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Elizabeth Bethel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as additional affiliated services such as a trust company and securities-based lending.

Michael Kleekamp is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Edward Jones, and Bank of Franklin County. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mary Hawley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at the University of Missouri’s Trulaske College of Business from 2017 to 2020 and has also held roles with the South Korean Provincial Office of Education and at the Jeollamnamdo English Camp. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Hartman is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2021. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.