Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Stevie Buckley is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining RBC Capital Markets in 2024, Buckley worked at Central Investment Advisors and Central Bank of Boone County. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Jason Dennis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for JetCorp Technical Services Inc. dba Flying Colours Corp from 2004 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Debra Nelson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Cambridge since 2024 and previously spent 26 years with The O.N. Equity Sales Company and has been affiliated with Paul L. Rotermund, Jr. CFP for over 29 years. Outside of her advisory role, she is an independent insurance agent with The America Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides discretionary and non-discretionary strategies across multiple platforms, featuring proprietary models and access to unaffiliated strategists, along with institutional-level compliance and business support.

Beth Peacock Muller is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. She serves on the Missions Team at Webster Gardens Lutheran Church and volunteers locally with community and outreach activities. Charles Schwab & Co., Inc. serves primarily 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 mix of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Andrew Sharon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with both short and long-term institutional-style strategies tailored to complex and unique financial situations. Utilizing the resources and investment insights of Merrill Lynch Wealth Management, he supports his clients in pursuing their financial goals through personalized wealth management approaches. His expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as retirement income and liquidity management. Andrew combines a strategic perspective with simplification of complex financial concepts to facilitate informed decision-making for his clients. Andrew holds a Bachelor's Degree from Northwestern University and a Master of Business Administration from Washington University in Saint Louis. He holds the Personal Investment Advisor (PIA) designation and is involved with professional organizations such as Arch Grants and the Washington University Hatchery. His community involvement includes work with the American Jewish Committee, the Jewish Community Relations Council, and Kids In The Middle. Outside of his professional pursuits, Andrew has personal interests including baseball, cooking, football, golfing, ice hockey, music, spending time with his family, tennis, traveling, and watching movies.

Christopher Howard is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the CFP® and CFA® designations along with the Series 66 license. Prior to joining Equitable Advisors in 2026, he worked for Stifel Independent Advisors, LLC from 2010 to 2026. Howard is also a partner at Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing a range of advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Mark Pfeffer is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party asset managers.

Anthony Bogay is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on topics ranging from general investing and retirement planning to managing unexpected expenses. Anthony's areas of expertise include liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions to address comprehensive financial needs. He holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Pennfoster. Outside of his professional work, Anthony has interests in basketball, football, golfing, music, and spending time with his family.

Peter Boggs is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His career prior to joining Stifel includes roles at Raymond James & Associates, Ditat, and Spire. Before entering the financial sector, he worked at Chick-fil-A and Enterprise Holdings. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Eleanore Thomas 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, she held various roles including co-owner of a cleaning contracting business, Double Take Cleaning, where she was involved in social media and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Mark Pollmann is a financial advisor with Primerica Advisors in Des Peres, MO, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he serves as president of M&K Financial Services, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Mary Potrzeboski is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at the Saint Louis Zoo and the Wolf Conservation Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 and operates a large network of financial advisors and branch offices across the United States.

Julie Rea is a financial advisor at Edward Jones in Chesterfield, MO, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of her advisory role, she serves as secretary for the Vinings Business Association, managing their website and tracking dues payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

Joanne Esfahani is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to 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, including insurance-related vehicles and bank deposit sweep programs.

Jerry Kester Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds the Series 63 designation and operates out of Olivette, MO. 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 provides a range of advisory solutions, including wrap fee strategies and separately managed accounts, under a fiduciary standard.

Sarah Lammering is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Edward Jones Trust Company since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad 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 supports its services with a nationwide network of over 23,000 financial advisors.

Brian McGeehon is a financial advisor with LPL Financial in St. Louis, MO, holding the CFA® designation and Series 63 license. He has 16 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by a range of model portfolios and research.

Neel Patel is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Citigroup and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Alexander Johnson is a financial advisor with Edward Jones in Mehlville, MO, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., in addition to multiple periods at Edward Jones. Outside of his advisory work, he has ownership interests in a telecommunications company and an online retail store focused on sports cards and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated capabilities such as a trust company, and a fiduciary standard in advisory services.