Daniel Denner is a Vice President and Resident Director at Merrill Lynch Wealth Management in Chesterfield, Missouri. Since joining Merrill in 2017, he has focused on providing wealth management services to physicians, business executives, small business owners, and their families. He partners with a team of experienced professionals to deliver personalized strategies aimed at helping clients meet their financial goals and objectives through integrated wealth planning and portfolio management. Dan’s expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income, special needs planning, and portfolio management services. He emphasizes anticipatory service, clear communication, and a detailed understanding of clients’ financial situations to develop flexible, tailored strategies. Dan holds a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Outside of his professional role, Dan resides in Ellisville, Missouri, with his wife Kristi and their four sons. He dedicates time to volunteering with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis. His personal interests include music, golf, biking, woodworking, and camping in their RV.

Howard Loiterstein is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2006 and has concurrently been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Nicole Pieri is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Jason Smith is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He joined Edward Jones in 2017 after two years at Commerce Brokerage Services, Inc. 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 nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Wilson is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. In addition to his advisory role, he has a background in mortgage services through Premier Capital Mortgage, where he has been active since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Schriner is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Merrill in 2021. Merrill, along 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, and institutional investors.

Tracy Willis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in St. Louis, MO, Willis is involved with the Givens Elementary School PTO as co-treasurer, assisting with financial reporting and account tracking. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Margaret Ponder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brian Ogent is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and Verizon Wireless. 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 combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Austin Andrews 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 2026, he worked at Citi for five years. His background also includes positions in sports and recreation organizations and community colleges. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of financial advisors.

Adriana Krenos is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Hughes is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment options including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Vickie Bollinger is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017, following a year at Arvest Wealth Management and a brief period as a homemaker. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by affiliated research and model managers.

Michele Messmer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Gregory Strautmann is a CFP® professional with 17 years of industry experience, currently with Edward Jones since 2008. He is based in St. Louis, MO, and holds a Series 66 license. 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 operates a nationwide network of over 23,700 financial advisors.

Derek Steele is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 17 years of industry experience and has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Brinkmeyer is a financial advisor at Wells Fargo Clearing in St. Louis, MO with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Blackwell Security Services and Us Tech Solutions as well as academic experience at Lindenwood University. 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 employs extensive research and analytic resources and manages approximately $671 billion in assets.

Kelly Andrews is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, Andrews worked at Southeastern Grocers and Schnucks. He holds a Series 66 license and is based in Clayton, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis using forward-looking capital market assumptions and probabilistic modeling.

Christopher Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caterina Steitz is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 1999. Steitz serves as a board member of the STLCC Foundation, a nonprofit organization that raises funds for student scholarships and programs at St. Louis Community College. 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.