Kate Kottmann is a CFP® and holds a Series 66 designation with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Adam Gera is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and two years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2024 and has prior experience in various roles including at the University of Alabama and in the food service industry. In addition to his advisory role, he is also involved with Renaissance Financial, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Robert Laegeler is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2008. Outside of advising, he is the author of a book for newborns. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, business-owner transition, and special-needs planning.

Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Joan Winkelmann is a financial advisor with Edward Jones in Swansea, IL, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as an adjunct professor teaching MBA courses at McKendree University. 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 and maintains a large network of financial advisors and branches across the country.

Joseph Barnowski is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Grant Hibbard is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ernst & Young from 2019 to 2022. 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 through a nationwide network of financial advisors.

Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to her advisory role, she spent 14 years at Sun Valley Adult Care Center. Outside of her financial career, Shannon coordinates events at a family-owned venue, operates a notary public business, organizes a creative studio focused on publishing and crafts, and offers motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. 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.

Chuck Edelstein is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. Outside of his advisory work, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Caspar Unterreiner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at OSAIC since 1995, as well as Financial Legacy Associates, LLC since 1998. In addition to his advisory work, he operates a sole proprietorship focused on analyzing, recommending, and selling life and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Ward is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade, Scottrade, and AT&T. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Emily Kingston is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012 and has also held positions at Fossil, Loft, and Bek Restaurant. In addition to her advisory role, she serves as a power of attorney for fiduciary entities in the St. Louis area. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colten Meador is a financial advisor at Wells Fargo Clearing with a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Digital Intelligence Systems, and Legence Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.