Anne Elliott is a CFP® certificant and holds a Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Tracy Shepard is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as an election judge for the St. Louis County Board of Elections. 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 solutions supported by a large national network of financial advisors and branch offices.

Sean Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee leader for the Cystic Fibrosis Foundation’s Gateway Chapter, where he is involved in planning charity events and coordinating sponsors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Jeremiah Borage is a CFP®-designated financial advisor at Edward Jones in St. Louis, MO, with 15 years of experience at the firm and four years in the industry. He holds the Series 66 license 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 under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

David Fitzgerald is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with LPL Financial, having joined the firm in 2022, and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, Best Home Town Bank, and Midwestern Securities Trading Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research.

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.

Gregory Miller is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools.

David Sheets is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was with Northwestern Mutual from 2015 to 2017. Outside of his advisory role, he owns and produces the YOURDAYWITHDAVID podcast, which covers topics related to mental and physical health, music, and travel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

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.

William Boyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Sharon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized wealth management strategies tailored to their life priorities and financial goals. Andrew focuses on long-term returns and liquidity management, utilizing both short and long-term institutional-style strategies to manage complex financial situations. With expertise in areas such as college education planning, family wealth management, legacy planning, retirement income, and services for endowments and non-profits, Andrew leverages the resources and investment insights of Merrill Lynch Wealth Management to provide clients with high-quality investment strategies. He holds a Personal Investment Advisor (PIA) designation and possesses skills across strategic planning, forecasting, financial advising, and business development. Andrew earned a Bachelor's Degree from Northwestern University and an MBA from Washington University in Saint Louis. He is involved with professional organizations including Arch Grants and Washington University Hatchery. Additionally, Andrew and his team participate in community activities supporting organizations such as the American Jewish Committee, Jewish Community Relations Council, and Kids In The Middle.

Austin Hess is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Beth Oakes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a non-practicing licensed attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

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.