Adam Meyer is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 licenses. 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.

Daniel West is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional experience centers on partnering with clients to develop financial plans tailored to their individual goals, preferences, and investment experience. Daniel's approach involves exploring each client's unique situation, conducting data and analysis related to investment and retirement planning, and assisting in identifying clear action steps. He holds an AR Insurance License, supporting his advisory capabilities. Outside of his professional work, Daniel engages in family activities and personal interests such as fitness, hiking, motorcycles, and parenthood.

Georgeo Frazer II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Advisors. Prior to his advisory roles, he was employed at Paycom Payroll LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stacy Kliethermes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she owns a photography business specializing in family, senior, and newborn portraits and occasionally works as a second photographer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Charles Smart is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2006. 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 managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated investment and trust services.

Vincent Penna is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he works as a staff bookkeeper for an accounting services firm. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large advisor network and additional services such as a trust company and securities-based lending.

Stephen Scott is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has been with Cetera since 2008 and maintains ownership roles in multiple tax and accounting firms, including Scott, Scott and Co CPA. Outside of his professional work, he serves on the board of the Manchester Athletic Association and holds several treasurer positions in local sports and homeowners associations. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management services and investment strategies, supported by a large network of advisors and over $256 billion in assets under management.

Sarah Heininger is a financial advisor with Raymond James Financial in Saint Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she has a decade-long involvement with G & D Pizzeria. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains a notable affiliation with a municipal advisor.

Frank Leone is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2011 to 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kelly Cummins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Cummins held positions at Epiq, Soma Intimates, and St. Louis University, including the School of Law. 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 strategies supported by over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

James Estes is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of his advisory work, he serves as Vice President of VP Saint Louis, a fraternal community organization where he assists in meeting planning and organization. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Zeldin is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been involved with the Jewish Federation of St. Louis since 2000. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

Jeffery Carson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners, Raymond James Financial Services, Ameriprise Financial Services, and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through client meetings and written summaries.

Daniel Kapeller is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Thrivent, he held various roles including positions in catering and food service at Delaware North Sportservice. Outside of financial advising, he has worked in event catering at Busch Stadium. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Alan Herzog is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he manages a family business, Kelsey Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Ellen Schmidt is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008 in their St. Louis, MO office. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Tyler Cox is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Merrill for nine years and St. Louis Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with solutions such as discretionary portfolio management, financial planning, and brokerage services.

Toby Svoboda is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 15 years before joining Wells Fargo Clearing in 2019. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jamie Lages is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Jamie worked at Target and the Meramec Valley School District R-3. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.