Nicholas Fleming is a financial advisor with Charles Schwab, holding a Series 66 credential and beginning his advisory career in 2024. His background includes multiple community roles with local Catholic churches and a full-time education career from 2014 to 2020. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment options through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports a wide client base with centralized custody, advisory, and brokerage services.

James Mcatee is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved with an investment club called The Prodigal Sons. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to provide both brokerage and advisory solutions.

Thomas Biermann is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through multiple specialized divisions.

Andrew Dickinson is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Breianna Klein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at WTW and has a background that includes community involvement, such as providing softball coaching lessons to children in Kirksville, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,700 financial advisors.

Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cheryl Straatmann is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates C & K Straatmann Farms LLC. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support client portfolios.

Jeffrey Guidry is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a boys basketball coach at Triad High School in Troy, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Andrew Herr is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity and Everbank Wealth Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements and various programs including wrap and money-manager services.

Aaron Foster is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Outside of his advisory work, he is a partial owner of a family farm managed through an LLC for multigenerational purposes. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and alternative investment capabilities.

Gerald Padawer is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved with the Conwood Group, a personal investment business. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Williams is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

David Adam is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Frontenac, MO, with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he holds a minority ownership interest in a family land investment partnership in Labadie, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

David Schulte is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations that support client decision-making without guaranteeing outcomes.

Mitchell Newhouse is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Kottia Abernathy is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she manages The Creative Suite LLC, providing marketing design and communication services, and is involved with SimplyClean Cleaning Company, LLC. 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 programs and investment strategies, operating under a fiduciary standard.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jennifer Landers is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2014. Prior to that, she was with U.S. Bancorp Investments, Inc. for eight years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Deven Holzer is a CFP® certificant and Series 66 licensee with 17 years of experience in financial advising, all of which has been with Edward Jones. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard when providing advisory services.