Anna Koziatek is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and practiced law at the Law Offices of Pari Sheth. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Matthew Hohman is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in St. Louis, MO, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rick Bain is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He assists clients in leveraging Fidelity's resources to develop, implement, and maintain their financial plans. He has extensive experience working with high net worth clients, drawing on a career that includes roles such as Financial Representative III at Fidelity Investments from 1995 to 2008, Investment Representative at Martket Street Securities from 1994 to 1995, Financial Representative at Commerce Bank from 1990 to 1994, and Stock Broker at Hibbard Brown in 1990. Outside of his professional work, Rick Bain enjoys biking, fishing, running, and swimming.

Michael Vasta is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member for the Logos School and the St. Louis County Children's Service Fund, contributing to business development, fundraising, and finance committee activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including the use of Secular Return Estimates and Monte Carlo simulations, to help clients model financial outcomes.

Ryan Fletcher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large nationwide network of advisors and branch offices.

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Elizabeth Brown is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs more than 14,000 financial advisors, and offers both brokerage and advisory solutions.

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Matthew Cafferata is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has nine years of industry experience. He has worked concurrently at Medcom Funding Solutions and Wells Fargo Clearing Services LLC since 2017 and previously at Healthcare Connect United from 2015 to 2017. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Amy Madura is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Senior Relationship Managers to deliver comprehensive wealth management services. In her current role since 2023, she focuses on providing a seamless experience for clients within the Private Wealth Management team. Amy has been with Fidelity Investments since 2016, progressing through roles including Relationship Manager from 2016 to 2021 and Wealth Management Service Specialist II from 2021 to 2023. Her experience spans various aspects of wealth management and client relationship services within the firm.

Thomas Yount is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad 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 offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Sales is a Series 66-credentialed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2013. He has 12 years of experience in the industry. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

James Gentry is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory roles, he holds a partial ownership interest in the food and beverage segment of an event center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of investment strategies and access to third-party asset management programs.

Cynthia Pistorius is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 22 years of industry experience. She has been with Edward Jones since 1995. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Angela Nair is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, she worked at CUNA Mutual Group and has professional experience connected to the University of Wisconsin - Madison and Oakwood Village. 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.

Deborah Briest is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Deborah is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Marta Wiggers is a CFP® professional with 21 years of experience in the financial industry. She has worked at Edward Jones since 2005. Based in St. Louis, MO, she holds Series 63 and Series 66 licenses. 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 across the United States.

Laura Kevrick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 43 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matheus Do Egito Pereira Dos Sant is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has previously worked at Tesla, Inc., Utah Valley University, and The Church of Jesus Christ of Latter-day Saints. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of funds and ETFs.