John Brightman, Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on the needs of families and corporate clients, providing services in areas such as corporate benefits, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, and individual and corporate investment strategy. He has been a financial advisor since 2001, exclusively with Merrill Lynch. John holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his work, especially in delivering 401k retirement services and overseeing retirement plan business for corporate clients. John earned a Bachelor's Degree from Kenyon College. Further personal or community information was not provided.

Daniel Naert is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Christopher Booker is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His background includes time spent with the XFL Houston Roughnecks and roles in academic institutions such as Ohio State University and the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor client strategies.

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.

Charles Richards is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and fulfills duties as a commander in the U.S. Navy Reserve, where he also teaches a reserve leadership course monthly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

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.

Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tammy Mc Garry is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and five years of industry experience. Her background includes roles at TD Ameritrade and Charles Schwab Bank. She also operated a personal coaching business, Free To Succeed, which remains active though she has not provided paid coaching services since joining TD Ameritrade. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investments.

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.

Jermaine Tart is a financial advisor with Wells Fargo Advisors in Florissant, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, supported by Wells Fargo research and planning tools.

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.

Jason Lewis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. He holds Series 63 and Series 65 designations and is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brenden Rolens is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Rolens completed his high school education at Edwardsville High School. He also attended Northwestern University but did not earn a degree. Further details about his experience, expertise areas, or personal interests have not been provided.

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Robert Levinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, Levinson is a singer with the St. Louis Chamber Chorus. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Garrett Pinkley is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with approximately one year of experience in the industry. His prior work includes positions at Midwest Regional Bank, First State Community Bank, and various educational institutions such as the University of Missouri and Hillsboro High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Andrea Nicholas is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. 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 and offers both brokerage and advisory solutions.

Julie Rodgers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1991 and brings over three decades of experience to her clients. Julie holds the position of Vice President and Wealth Management Advisor, focusing on delivering personalized wealth management strategies. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. Julie earned a Bachelor of Arts degree from Webster University and obtained the Certified Private Wealth Advisor® (CPWA®) designation in December 2018, illustrating her advanced expertise in serving high-net-worth individuals and families. A native of St. Louis, Julie resides in Festus with her husband, son, and their dog. Outside of work, she enjoys fishing, hiking, reading, spending time with her family, and practicing yoga.

Tiffany Lopez is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has worked within various Wells Fargo entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, using proprietary research and planning tools.

Mark Smith is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.