Annie Gebhart is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has held roles at Cetera Financial Specialists and Msmf Wealth Management. Outside of finance, she has been involved in the hospitality industry and also has experience working in education at several institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Teri Metter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and manages approximately $671 billion in assets.

Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. 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 broad range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. 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 large network of financial advisors and branch offices nationwide.

Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Joyce is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, Joyce serves as a Golf Committee Member for the World Pediatric Project and is a member of the Board of Trustees at Oak Hill Academy. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Samantha Chartrand is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2011. 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 programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jaime Signorino is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, Jaime worked for Banana Republic for twelve years. Outside of advising, Jaime manages rental properties in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Matthew Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade before joining Edward Jones in 2022. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leslie Jones is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2015. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Copeland is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial and Clifton Larson Allen. Outside of finance, he has worked with organizations such as the Affton Athletic Association and Holy Cross Academy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. 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 and investment strategies, supported by a large national network of financial advisors and branch offices.

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.

Kurt Hunter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Gilbertson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cole Proffer is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors alongside corporate and charitable clients through a wrap-fee asset management program that uses model-driven strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including those that invest in cryptocurrency ETFs.

Colleen Dunaway is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020, previously employed at Diversified Financial Advisors, LLC and Enterprise Holdings. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model asset allocations based on proprietary capital market assumptions developed by its Investment Strategy Group.

Justin Welchko is a financial advisor with Edward Jones in Saint Charles, MO, holding the Series 66 designation and possessing 16 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is listed as the owner of New Reliance LLC, a PC support business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.