Joseph Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Saint Louis, MO. He assists in leading the MB Group, a multi-generational family team with offices in Clayton, MO and Ft. Lauderdale, FL, focusing on providing comprehensive wealth management and personalized financial planning services. The MB Group emphasizes building trusting relationships and delivering transparent, client-centered advice to help families align their finances with their long-term goals, utilizing Merrill’s full wealth management resources along with Bank of America’s banking solutions. Mr. Mufson’s areas of expertise include retirement planning, divorce transition planning, executive and equity compensation, family wealth management strategies, liquidity management, portfolio management, tax minimization, and retirement income. He holds multiple professional designations such as Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Goucher College and a master’s degree from the College for Financial Planning. In addition to his professional role, Mr. Mufson is involved in the community through organizations such as the JCC Maccabi Games. Outside of work, he has personal interests that include basketball, reading, tennis, and spending time with his family.

Wilford Wulfenstein is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Wilford holds the Chartered Retirement Planning Counselor (CRPC) designation. He completed his high school education at Lafayette Senior High School and has attended Utah Valley University, Bluegrass Community Technical College, and Brigham Young University - Idaho without earning a degree. He is proficient in English and Spanish. He emphasizes understanding what is important to clients and their families to create tailored financial strategies. Wilford provides ongoing advice and guidance as clients' needs evolve.

Joshua Dixon 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 Advisors and its affiliated entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, sports and entertainment, and special needs. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing whether to implement advice through various brokerage or advisory programs.

Alexander Miller is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on advanced financial planning strategies and provides guidance to clients to help improve their financial well-being. Alexander has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising, reflecting a deep engagement with markets, economics, and policy. He emphasizes making complex financial concepts simple and treats clients with the same respect and care he would expect for himself. Alexander finds fulfillment in utilizing his knowledge to positively impact the lives of his clients and their families.

Ashley Elchert is a CFA® charterholder with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2019 and previously spent time with Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

James Bast is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Justin Brown is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc and Century Securities Associates, Inc. Brown is also an associate and branch manager at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anne Snyders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her career includes multiple roles at Edward Jones since 2018 and prior experience in educational institutions such as Southern Illinois University Edwardsville and Lewis and Clark Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Tracy Brinkmeier is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and recommendations of third-party advisers, with an emphasis on client discretion in implementation.

Zachary Mansell is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously spent two years at PIMCO Investments LLC and Pacific Management Investment Co LLC. Mansell also owns a real estate rental management business in New York City. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. 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, supported by a nationwide network of more than 23,000 financial advisors.

Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.

Melissa Carter is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations and possessing 18 years of industry experience. She 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, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Cynthia Franklin is a Series 66-licensed financial advisor with Edward Jones in Saint Charles, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is an independent stylist for Color Street, selling nail polish strips. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Aaron Fayzulayev is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Ally Invest Securities LLC and Aegis Capital Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Tricia Vossenkemper is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. 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.

Timothy Myers is a financial advisor at Edward Jones in St. Louis, MO, with 7 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 1998. 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 and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Conor Kelliher is a financial advisor at Edward Jones in St. Louis, MO with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines and Signature Consultants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Haseeb Ahmad is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008, totaling 18 years of industry experience. He has been involved as an Independent Business Owner with Quixtar Inc., a web-based business network, though his membership is currently dormant with plans for termination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a large nationwide advisor and branch network.