Azin Kaiser is a Senior Financial Advisor at Merrill Lynch Wealth Management, working with clients to develop personalized financial strategies tailored to their long-term goals. She focuses on creating wealth plans that align with clients' individual objectives and life circumstances. Her expertise includes family wealth management strategies, international wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. Azin's approach emphasizes building enduring relationships by providing guidance aimed at achieving financial security over a lifetime. Azin holds a Bachelor's Degree from Webster University and a High School Diploma from Affton High. She is a Personal Investment Advisor (PIA) and is proficient in Persian, English, French, and German. Outside of her professional role, she participates in community volunteering in line with Merrill's tradition and has personal interests in boating, boxing, genealogy, music, painting, and skiing.

Kevin Kasper is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018, totaling eight years in the industry. His prior experience includes three years with the St. Louis County Police Department and ongoing service in the Missouri National Guard as a Sergeant. He supervises and trains soldiers in military police duties as part of his National Guard role. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michael Campbell is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008, including a tenure at JPMorgan Chase Bank, N.A. since 2016. Previously, he was with Moloney Securities Co., Inc. and Moseco/Saint Louis Capital Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary framework.

Kathleen Riley is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she is a partner in a property ownership business. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jodi Wohldmann is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 17 years at State Farm Insurance. Outside of advising, she is a co-owner of a FedEx delivery route business and has a joint interest in rental properties, though she is not actively involved in their management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive retail advisor and branch network as well as its additional capabilities, including trust services and securities-based lending.

Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.

Timothy Jurado is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held positions at Lou Fusz Athletic, Fontbonne University, Lewis and Clark Community College, Central Methodist University, and the Lindbergh School District. Outside of his advisory role, he is a partner and owner of Veni Vici Properties LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, combining diverse portfolio management styles with firm research and affiliated sub-advisers.

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

Kennique Schuetz is a Series 66-credentialed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 17 years of industry experience. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Joss D'souza is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Tarsus Toastmasters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Garret Keegan Johns is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of his advisory role, he is involved in mortgage loan sales and marketing, and operates a sole proprietorship providing securities, investment advisory, and insurance products. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers various account management options and third-party investment solutions.

Carolyn Terschluse is a CFP® and CFA®-designated financial advisor with eight years of industry experience, currently practicing at Edward Jones in St. Louis, MO. Her career includes multiple terms with Edward Jones since 2017 and periods at the University of Missouri. 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 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 network of financial advisors and branch offices nationwide.

Jennifer Huellewig is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2000. Outside of finance, she teaches piano and voice lessons part-time at St. Peters Piano and Voice Lab. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Mc Kiel is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan O Connor is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022, following prior roles at TD Ameritrade, Trane Supply, Domino's Pizza, and Ingersoll-Rand/Trane. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model includes non-discretionary guidance alongside access to discretionary separately managed accounts, using multi-asset portfolios and due diligence on alternative investments.

Dustin Ries is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked for U.S. Bank / U.S. Bancorp Investments, Inc. for seven years before joining Edward Jones. Outside of his advisory role, he serves on the ski patrol at Vail Resorts, providing emergency care and assistance on the slopes. 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 offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

David Yarbrough is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a Clayton-based team focused on helping clients achieve their real-life goals through a disciplined planning-based wealth management approach. His team integrates access to private banking services and leverages research and resources from BofA Securities, recognized as a Top Global Research Firm by Institutional Investor. With decades of experience managing both sides of the balance sheet, David’s team provides comprehensive wealth management solutions combining institution-backed insights with personalized service. David holds a Bachelor's Degree from the University of Missouri System and professional designations including Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). He serves clients in areas such as corporate executive services, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management, and tax minimization. Fluent in English and Spanish, David supports his clients through a client-centered financial planning process. Residing in Saint Louis with his family and beagle dogs, David enjoys spending time with family, traveling, mixing house music, and riding his electric unicycle in his free time. He is also involved in community organizations including Doorways, Lutheran Senior Services, Operation Food Search, and United Way of Greater St. Louis. Banking services are provided through Bank of America, N.A.

Laura Kashmerick is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm for twelve years. 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 nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Aaron Stewart is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. He previously worked at THE O.N. Equity Sales Company and Ohio National Financial Services for 17 years. Outside of his advisory role, Stewart is involved in business consulting as a coach and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Jonathan Carter is a Series 66 licensed financial advisor at Merrill with five years of industry experience. He has worked at firms including J.P. Morgan Securities and Renaissance Financial Corporation. Outside of his advisory role, he owns and operates an online clothing store, Streamlined Digital Solutions LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.