Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Joan Winkelmann is a financial advisor with Edward Jones in Swansea, IL, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as an adjunct professor teaching MBA courses at McKendree University. 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 maintains a large network of financial advisors and branches across the country.

John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jessica Voss is a financial advisor at Stifel with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tanner Drake is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and Pioneer Wealth Management. Before entering the financial sector, he worked in landscape contracting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a large nationwide network of independent advisors.

Grant Hibbard is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ernst & Young from 2019 to 2022. 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 through a nationwide network of financial advisors.

Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to her advisory role, she spent 14 years at Sun Valley Adult Care Center. Outside of her financial career, Shannon coordinates events at a family-owned venue, operates a notary public business, organizes a creative studio focused on publishing and crafts, and offers motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chuck Edelstein is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. Outside of his advisory work, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Ward is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade, Scottrade, and AT&T. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Lon Broske is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with OSAIC and has held positions at Pines Wealth Management and Royal Alliance Associates. In addition to his advisory work, he owns a sole proprietorship through which he sells term life and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Emily Kingston is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012 and has also held positions at Fossil, Loft, and Bek Restaurant. In addition to her advisory role, she serves as a power of attorney for fiduciary entities in the St. Louis area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colten Meador is a financial advisor at Wells Fargo Clearing with a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Digital Intelligence Systems, and Legence Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Novelly II is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel and its affiliates since 2005. Outside of advising, he is involved in multiple family-owned businesses in real estate development, oil trading, and construction, and serves as a director or officer in several investment and charitable entities. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and investment analysis, with clients retaining discretion over plan implementation.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.