Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Frederick Salus is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for nine years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with over 14,000 financial advisors and managing approximately $671 billion in assets.

Todd Blount is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has held roles at Wells Fargo Clearing since 2008, with a brief tenure at A. G. Edwards & Sons, Inc. from 2006 to 2008. Outside of his advisory work, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a wide range of financial planning services, utilizing proprietary research and tools to develop customized recommendations, with optional implementation through brokerage or advisory programs.

Lindsey Kerber is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, Coop Insurance Agency, and previously at Minnesota Life Insurance Company and Securian Financial Services, among others. Kerber serves on the board of St. Joseph's Academy in St. Louis, MO. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Monika Rana is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Bank of America and Merrill since 2004. Merrill, alongside 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 and profit-sharing plans, corporations, and charitable organizations.

Lyle Cady is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Saint Louis University and Kidsmart. 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 large network of financial advisors and branch offices nationwide.

Michelle Jaquess is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent 18 years at Securian Financial Services. She is also commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment strategies.

Alex Pagan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Bank of America, and AT&T. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with a range of strategy options, including ESG considerations, supported by centralized due diligence and affiliates offering portfolio services.

Jennifer Gamma is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Merrill since 2006, following positions at Wells Fargo Clearing and Prudential Equity Group. Outside of her advisory role, she works as a consultant and independent contractor for Juice Plus, a direct selling company focused on whole nutrition products. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Carter is a CFP® certificant with six years of industry experience currently at Edward Jones. He previously worked at Mariner Wealth Advisors and American Century Investment Services, Inc. Outside of his financial advisory roles, no additional activities are noted. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

Ryan Murphy is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked at firms including Renaissance Financial Corp and Securian Financial Services. In addition to his advisory role, Murphy is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samantha Brekalo is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures while employing oversight controls and systematic methodologies.

Miquez Hadley is a CFP® and Series 66–licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2008. He has 17 years of industry experience. Hadley is also a joint owner of Rockn'Mike Collectibles, an LLC based in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory and managed investment strategies under a fiduciary standard.

Brandon Haid is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Bellhops. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary strategies.

Karen Rother is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. The firm serves more than 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 is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Robert Ponciroli is a financial advisor with LPL Financial in Ellisville, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Cuna Mutual Group, Eagle Strategies (NY Life), and Equitable Advisors. He is also involved with Investment Services at First Community, serving as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant retirement advice, and institutional platforms, utilizing a broad range of investment strategies and operational tools.

John Simpson is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2014. 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, institutional clients, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and portfolio management options.

Timothy Melly is a financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. 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 advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2016. Prior to her current tenure, she was involved with Fast Fitness Boot Camp for one year. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.