Bridget Wilson is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2008. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of about 23,701 financial advisors and 15,121 branch offices.

Michael Percich is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeremiah Dellas is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes roles at Merrill, UBS Financial Services, Waddell & Reed, and various other financial and insurance firms. He has been active in nonprofit and educational organizations, including Kids Rock Cancer, Lindenwood University, and the Endangered Wolf Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial services.

Timothy Boettcher is a financial advisor at Edward Jones in Lake Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Martin is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 17 years of industry experience. Martin has been with Edward Jones since 1999. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Albert Theis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, and participant education, with an advisory approach tailored to plan objectives and risk tolerances.

Anthony Gorman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has also held roles at Waddell & Reed Inc and various insurance carriers. Gorman is the CEO of Crimson King Enterprises LLC and works as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools and supports a broad advisor network including municipal and public finance clients.

Virginia Young is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has seven years of industry experience. She previously worked at Compass Health Network for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Margaret Moore is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mason Brunsmann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Citigroup and TD Ameritrade. Outside of his advisory work, he was involved with Xist Fitness from 2018 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Steven Goodyear is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones and its predecessor, Edward D. Jones & Co., L.P., since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Weindel is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Dominick Ferranto III is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2000 and has prior experience at Princor Financial Services Corporation and Principal Life Insurance Company dating back to 1998, as well as Phoenix Home Life since 1997. Outside of financial services, he owns and operates a personal farmland used for hunting and camping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a broad range of advisory programs and investment solutions through a large national network of financial advisors.

Jenna Gornicz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2010 to 2016 before continuing her career at 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Charles Frank is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Cribbs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously owned Cribbs Financial Services. Based in Saint Louis, MO, he has been affiliated with Raymond James since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using advanced analytical tools and supports advisory programs with specialized municipal and public-finance capabilities.

John Benoist III is a CFP®-credentialed financial advisor at Charles Schwab with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Inc. from 2019 to 2022 and has experience in various roles outside the financial industry. He is also the owner of Bazaar Benoist Trading Cards & Games LLC, a retail business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Robert Spinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2006. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.