David Aronson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 30 years of industry experience. He has been with Wells Fargo since 2016 and has owned Coats and Things since 1974. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment decisions.

Megan Reineke is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and works out of Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm 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.

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked with Mass Mutual Investors Services and Massmutual Life Insurance Co for six years, and Principal Financial Services for two years. Lewandoski is co-president of Hockey Players in Business, a nonprofit focused on membership growth and event planning, and also engages in hockey coaching and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a broad network serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs, combining technology-driven advisor support with a diverse platform that includes insurance and banking partnerships.

Matthew Birkemeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience at Waterway, Asics Corporation, Nike, and Liberty High School. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm integrates research, modeling, and tax-efficient strategies in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Gregory Gilsinn is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery conversations and firm-approved planning tools to develop financial plans.

Carter Leeka III is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones for the entirety of his career, starting in 2016. 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 under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Vanessa Okwuraiwe is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves as a board member of the Shakespeare Festival St. Louis and is a published author of a children's book. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Thomas Falke is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2019. He has six years of industry experience and previously held roles at Judge Group, SaveALot, Beacon Hill, Panum Group, and Alkem Laboratories. Falke is also listed as the principal of The Falcon Ops Project, a dormant project management consulting LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Cynthia Parson is a financial advisor at Edward Jones with 18 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2010. Outside of her advisory role, she is associated with Parson Pub LLC, a restaurant and bar in French Village, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Logan Chartrand is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, Chartrand owns and operates WhizBang Media, LLC, a media production company focusing on podcast and audio content, and coaches high school football for the Francis Howell Central Spartans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

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 66 and Series 63 designations. Percich previously worked at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

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 been with 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven portfolio construction and a broad range of financial products.

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.