Donald Frank is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Kennedy Capital Management, Fs2 Capital Partners, and Zacks Investment Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Brigman is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop and adjust their financial plans in response to changes in their goals and lives. James has professional experience as a Financial Consultant at Fidelity from 2021 to 2025, as well as serving as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2021.

Ryan Nardin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Missouri National Guard since 2013. 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 solutions supported by a large national network of financial advisors and branch offices.

Adam Pupillo is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. 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 planning menu with tailored recommendations supported by Wells Fargo research, tools, and simulation models.

Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. 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, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Julianne Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of her advisory roles, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Roy Robinson Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Edward Jones since 2017, following earlier roles at Scottrade Inc. and FreeTime, LLC. Outside of advising, he is involved in art and Web3 digital programming and mines cryptocurrency using personal computer equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kara Hill Kuehner is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Forsyth Advisors and the University of Missouri - Columbia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Mc Manus is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Stephanie Hart is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she is involved in managing a short-term rental property business. 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 network of financial advisors and branch offices nationwide.

Oluwatoyin Orebiyi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in consulting for small business owners and operates a travel agency, in addition to co-authoring a book and managing a home services business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Ariana Karst is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Outside of her advisory role, she serves as Secretary Treasurer for DeWi Land Inc., a family land company. 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 programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Edmonds is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing three years of industry experience. Prior to joining Edward Jones, he spent ten years at Central Bank of St. Louis. He serves as treasurer for the Wood Meadow Subdivision HOA, participating in board oversight of reports and expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Benjamin Schmidt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years at the firm and 10 years of industry experience. Outside of his advisory role, he receives small royalties from a non-investment-related business involving a product website. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products.

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Mitchell Greenblatt is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stifel since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Greenblatt is involved in several community organizations, serving on the boards of The Magic House St. Louis Children's Museum, Folds of Honor St. Louis Chapter, The BackStoppers Development Board, and The St. Louis Sports Hall of Fame. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.