Mark Vance is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years at Indiana Automotive Fasteners Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Curtiss Otten is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing for over a decade. Outside of finance, he has been employed at Trader Joe's for 18 years. 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, utilizing Wells Fargo research and planning tools.

Jingyi Sui is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014 and also works part-time as a financial analyst for WTS Paradigm, an IT company serving building products manufacturers and related businesses. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors nationwide.

James Milford is a CFP® with 18 years of industry experience currently affiliated with Cetera Wealth Services, LLC. He has held positions at several firms, including LPL Financial, Creative Planning, and Charles Schwab. Milford also operates Milford Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Ciara Latorre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms including Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, and Scottrade. 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 advisors, offering both brokerage and advisory solutions.

Valerie Baker is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Amy James is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of investment strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Harry Witte is a financial advisor at Cetera with 24 years of industry experience. He holds the PFS™ designation and Series 63 license. Witte has held roles at multiple firms, including Renaissance Financial Corp and Securian Financial Services Inc. He serves on the investment committee of the Roman Catholic Foundation of Eastern Missouri and is a permanent deacon with the Archdiocese of St. Louis, where he participates in various community ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting thousands of advisors and hundreds of thousands of clients nationwide.

Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. 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, 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.

Melissa Krus is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over 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. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Kristin Krapja is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations. She has 12 years of industry experience and has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Hickey is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations with 27 years of industry experience. He has been with Edward Jones since 2002. 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 tax-efficient solutions under a fiduciary standard.

Veronica Swearingen is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has also served in several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager in 2023, and Financial Representative in 2022. In her role as a financial consultant, Veronica partners with clients to develop personalized financial plans tailored to their unique goals and needs. Her process is focused on providing clients with comprehensive information to support confident financial decision-making. Outside of her professional work, Veronica enjoys hiking, spending time with pets, reading, skiing, traveling, and practicing yoga.

Kevin Hereford is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Home Field Advantage Wealth Management LLC and serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations delivered through discrete planning engagements.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Brandon Bieser is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. 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 large network of advisors and branch offices.

Avery Braun is a Financial Consultant who collaborates with clients to develop customized financial plans tailored to their family's specific financial situations, goals, and needs. In this role, Avery provides clients with tools and resources and aims to build trusting and reliable relationships. From 2020 to 2022, Avery worked as an Advanced Trading Specialist at TD Ameritrade, gaining experience in trading and financial markets. In personal time, Avery engages in activities such as baseball, family activities, fishing, fitness, hiking, and traveling.

Jeffery Stillwell is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Parkway School District, and international experience with Elantas Malaysia and Northstar Associates Sdn. Outside of advisory activities, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and offers a range of discretionary separately managed account options, supported by third-party custodians and overlay managers.

Jared Freese is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual in various roles from 2011 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Danielle Vieth is a financial advisor at Edward Jones in Ellisville, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.