Runzi Zhu is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC prior to his current role. Zhu’s background also includes positions outside the financial sector, such as at Mercy Health and in corporate transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Kristine Buelter is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 11 years prior to her current role. Outside of her advisory work, she performs appraisals on weekends and evenings with the Professional Appraisal Management Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

William Keene is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and Knights of Columbus. Outside of his advisory role, he is involved as a coach at Perry Park Center. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.

Jeffrey Johannes is a financial advisor at Stifel with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Julie Gampp is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Bulgarelli is a CFP® with 35 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is involved in business ownership with Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team working alongside financial advisors.

Sandra Sitzes is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of her advisory role, she owns and operates a home-based bakery called Momma Cookies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chelsea Henderson is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Baltazar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America Private Bank, Citigroup, Merrill, and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and analytical tools to develop tailored financial plans while generally acting in an advisory capacity for clients.

Molly Kleiber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Her prior roles include work with the Saint Louis Cardinals, Accelerate Education, Chicken N' Pickle, Saint Louis University, LULULEMON, and the Wentzville R-IV School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Steven Lesko is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and also worked at Axa Advisors, LLC during that period. Menacher volunteers with Pathways to Independence, contributing approximately one hour per month. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Kevin David is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves as a co-trustee for his parents' investment-related matters. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research support.

Brandon Reuther is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages several rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Charles Parrish is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Parrish operates Parrish Running Development LLC, providing online coaching to high school athletes and adults. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in discretionary portfolio management, fund advisory, and delivers model portfolios for intermediary platforms.

Bradley Meyer is a financial advisor with Edward Jones in St. Charles, Missouri, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Meyer is involved in managing various family trusts and real estate ventures, including recreational hunting grounds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and is noted for its extensive nationwide network of financial advisors and branch offices.

Daniel Meltz is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses. He has eight years of industry experience, including six years at TD Ameritrade and four years with Charles Schwab. 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Richard Murphy Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 52 years of industry experience. He previously worked at Merrill for 31 years and Bank of America for 9 years before joining Stifel in 2019. Outside of his advisory role, he owns Green Wing Farms, a farming and hunting operation, and serves as a trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.