Yasser Kauaria is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and having six years of industry experience. His prior roles include positions at TD Ameritrade and Metropolitan Property and Casualty, as well as work at Harris Stowe State University. 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 combines research and analytics from internal and third-party sources to support diversified investment strategies across brokerage and advisory solutions.

Charles Gutierrez is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. His prior work includes roles at Washington University and KPMG LLP. Based in St. Louis, MO, he has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Paul Martin is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009, following his tenure with Bank of America N.A. since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers and offers tax-aware options for investors with higher tax sensitivity.

Matthew Pomerantz is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he was engaged through a technology partners contract with Nestle Purina from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

John Baker is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc., having previously operated his own practice and worked at Royal Alliance Associates, Inc. for an extended period. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and program options.

Adam Dintelman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he completed an internship at Northwestern Mutual. He also has work experience in the food service industry and participated in collegiate baseball at the University of Missouri-Columbia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 other sources.

Patrick Savage is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Minor is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup Global Markets from 1992 to 2009 before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate modeling techniques such as Monte Carlo simulations, while clients retain responsibility for implementing and updating their plans.

Anne Elliott is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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 at Cetera with six years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Renaissance Financial Corp, Minnesota Life Insurance Company, 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 securing sponsorships. Cetera Investment Advisers LLC is a national multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios from affiliated or third-party managers, with assets under management exceeding $256 billion.

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® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Best Home Town Bank, Midwestern Securities Trading Company, and STIFEL. 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 financial planning, portfolio management programs, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

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 at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation. His prior work includes roles 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, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

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.