Brian Courisky is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, transitioning to Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his career includes over a decade at Wells Fargo-affiliated firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and divorce planning.

Aaron Longenecker is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019. Outside of his advisory role, he is involved as a partner in a business focused on development and website design and serves as CEO of a financial planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a wide network of advisors and affiliated firms.

Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St. Louis, where he participates in investment discussions and works to grow the endowment fund. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Lee Jackson is a ChFC®-credentialed financial advisor with eight years of industry experience, currently practicing at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2017 and previously worked at Aerotek for two years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Teresa Noles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2013 and was previously with Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm serving a broad client base with comprehensive financial services.

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over 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 under management and offers a range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brendan Dowd is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, and Charles Schwab & Co., Inc. Outside of finance, he has been affiliated with DoorDash since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and leverages Wells Fargo research and tools to develop tailored recommendations for clients with a net-worth threshold.

Scott Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2010 to 2016. Outside of his advisory work, Smith officiates high school basketball games and rugby matches through local refereeing organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Morgan Harms is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo Advisors and the Missouri Department of Revenue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Weber is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Wentzel is a financial advisor with Edward Jones in Ballwin, Missouri, holding Series 63 and Series 66 licenses and possessing 19 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 pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Azin Kaiser is a Senior Financial Advisor at Merrill Lynch Wealth Management, working with clients to develop personalized financial strategies tailored to their long-term goals. She focuses on creating wealth plans that align with clients' individual objectives and life circumstances. Her expertise includes family wealth management strategies, international wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. Azin's approach emphasizes building enduring relationships by providing guidance aimed at achieving financial security over a lifetime. Azin holds a Bachelor's Degree from Webster University and a High School Diploma from Affton High. She is a Personal Investment Advisor (PIA) and is proficient in Persian, English, French, and German. Outside of her professional role, she participates in community volunteering in line with Merrill's tradition and has personal interests in boating, boxing, genealogy, music, painting, and skiing.

Kevin Kasper is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served three years with the St. Louis County Police Department and has been a sergeant in the Missouri National Guard since 2005, where he supervises and trains soldiers in military police functions. 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 national network of financial advisors and branch offices.

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Jodi Wohldmann is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 17 years at State Farm Insurance. Outside of advising, she is a co-owner of a FedEx delivery route business and has a joint interest in rental properties, though she is not actively involved in their management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive retail advisor and branch network as well as its additional capabilities, including trust services and securities-based lending.

Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.

Timothy Jurado is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held positions at Lou Fusz Athletic, Fontbonne University, Lewis and Clark Community College, Central Methodist University, and the Lindbergh School District. Outside of his advisory role, he is a partner and owner of Veni Vici Properties LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, combining diverse portfolio management styles with firm research and affiliated sub-advisers.

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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.

Kennique Schuetz is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 17 years of industry experience. 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.