Stephanie Schultheis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. 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 more than 23,700 financial advisors and 15,000 branch offices.

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Linda Carter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, 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, operating under a fiduciary standard.

Michelle Chapman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients by providing full-service wealth management, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Cameron Mc Ginley is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, Mc Ginley coaches hockey and serves as treasurer for a nonprofit organization supporting bereaved young people. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Melissa Mchenry is a financial advisor with Edward Jones in St. Louis, MO, holding Series 65 and Series 63 licenses and with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in a retail business named Blind Ambition based in St. Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jason Miller is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his financial career, he works as an on-camera weekend host and voice-over artist for Sinclair Broadcast Group in St. Louis. 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 through a large network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Todd Soucy is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2015. Outside of his advisory role, he works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Noddings is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has worked at firms including Securian Financial Services and Renaissance Financial Corp, where he is actively involved in offering securities, insurance, and advisory services. Outside of his financial advising career, he serves as a Secretary for Herring Design & Development and as a Director for DieCon, supporting contract review and event consulting on a voluntary basis. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

John Thies is a CFP® and Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing nine years of industry experience. Before joining Edward Jones in 2017, he operated John Thies LLC and has been self-employed since 2012. Outside of financial advising, he works as a baseball instructor and occasionally coaches games. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Ankney is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Andrew Jensen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Michael Gray is a financial advisor with Merrill based in Clayton, MO, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. Gray serves as a trustee for personal living trusts. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Michael Freebersyser is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Edward Jones since 2016. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Barbeau is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at MetLife for six years. Outside of his advisory role, he serves as CEO of two tabletop gaming and publishing companies, Fleur de Lis Games, LLC and Hollow Harbor, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Brian Cleary is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Prudential Insurance Company of America and OneAmerica Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 registrations and bringing 28 years of industry experience. He has worked across various Wells Fargo entities since 2009. 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 third-party databases.