Tiffany Ascheman is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 network of financial advisors and branch offices across the United States.

Paul Sam Carothers is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Cerner Corporation. Carothers’ career also includes four years at the University of Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Michael Hessler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Capacity, Cultivation Capital, Stadia Ventures, Indiana University, and Rapsodo. Outside of his advisory work, he owns Worldwide Vending LLC, a vending machine business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Welch is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, and The Prudential Insurance Company of America. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Bret Zingrich is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade. Outside of finance, he managed a neighborhood bowling center for eight years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is noted for its large scale and integrated structure, providing centralized supervisory, custody, and order-routing services.

Emele Orris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2005. 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 approximately 23,701 financial advisors.

William Drogo is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He previously worked at Kingdom Financial Group LLC and Fullerton Financial Planning, and has been with Edward Jones since 2008 in two separate tenures. 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 strategies supported by a large nationwide network of advisors and branch offices.

Man Dee Alevizos is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2017, Alevizos worked five years at Indiana Farm Bureau Insurance. She holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. 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 with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses, with five years of industry experience. He has worked at Edward Jones since 2023 and previously was with Wells Fargo Investment Institute, Inc. from 2021 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Justin Ruester is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior employment includes seven years at TD Ameritrade, Inc. and one year at Levy Restaurants. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jenny Seim is a Series 65-licensed financial advisor with 21 years of industry experience, currently with Edelman Financial Engines. Her career includes over a decade at The Mutual Fund Store and multiple roles within Financial Engines Advisors from 2015 to present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management, and oversees diversified model portfolios with a long-term focus.

Matthew Bernstein is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Apex Systems LLC and Enterprise Bank and Trust. Outside of his advisory role, Bernstein officiates high school basketball games in Missouri through organizations such as MSHSAA and JCC St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and demographics.

Clinton Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. 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 high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Harry Smelcer Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Securities America Advisors, Inc. and HGS Financial Services, Inc. He is also president of HGS Wealth Management, an S-Corporation involved in life insurance sales. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management supported by model-based asset allocation and risk assessment tools.

William Devine is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Devine serves as an assistant coach for the St. Francis Borgia High School trap shooting team and owns a small hay production and egg-selling business, as well as other private ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charities. The firm offers a variety of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.