Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and seven years of industry experience. Her career includes roles at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. She serves as treasurer and volunteer for 3:16 Ministries, a nonprofit organization. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, pensions, and charitable organizations. The firm offers multiple platform options, proprietary model strategies, and access to third-party advisers.

James Henderson is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for Lilly of the Valley Corp, a 501(c)(7) social organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Michelle Ko is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. 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 wide range of advisory solutions, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Berg is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and the University of Missouri: Columbia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically delivered through discrete recommendations tailored to client needs.

Andrew Porcelli is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2014, with prior experience at Dauby, O'Connor & Zaleski. Outside of his advisory role, he co-owns a duplex in St. Louis where he manages maintenance and bookkeeping. 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 over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Matthew Snow is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Total Quality Logistics. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Daniel Grace is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in selling group health insurance and Medicare supplements through Grace Insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kimberly Maurer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. 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 provides a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Mei Hui Wu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab in 2022, she worked at TD Ameritrade and has a diverse background including roles in hospitality and education. She has also been involved in operating a seafood business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management supported by a centralized operational structure.

Patrick Poole is a CFP® and holds a Series 66 license with 18 years of industry experience. He 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 manages approximately $1.01 trillion in assets with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duane Youngman is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 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, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Deluca is a financial advisor with Osaic Wealth in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Osaic since 1995 and previously operated Financial Legacy Associates, LLC for 19 years. Outside of his advisory work, he is also a musician, maintaining a sole proprietorship in this area since 1986. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Anastasia Leiendecker is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cara Bergman is a financial advisor at Edward Jones with a Series 66 designation and 14 years of experience at the firm. She is based in Saint Charles, MO. 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 network of more than 23,700 advisors, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Nuelle is a financial advisor at Stifel with 38 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 1998. Outside of his advisory role, Nuelle is involved in an oil exploration venture and serves as co-trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Thomas Price is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2018, he was involved with CPR Cell Phone Repair for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including both discretionary and non-discretionary solutions, supported by a large national network of financial advisors and branch offices.

Andrew Beck is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Klever is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including The Mutual Fund Store and TD Ameritrade in various advisory roles. He has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Thomas Waters is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Applied Materials Inc. for three years and has experience at Sensiba LLP and Waters Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.