David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Trevor Czerniejewski is a financial advisor with LPL Enterprise in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Brookstone Capital Management, Cadaret Grant & Co., Inc., Stifel, Nicolaus & Company, and Edward Jones, among others. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.

Daniel Farner is a CFP® with 33 years of industry experience, affiliated with Edward Jones since 1989. He is based in O'Fallon, MO, and holds a Series 63 designation. Farner has spent his entire career at Edward Jones. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Fontanez is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO, and has five years of industry experience. She has worked exclusively with Edward Jones since 2008. Outside of her advisory role, she is the owner of a food business, David and Sarah Fontanez LLC Dba Yards Flatbread, where she manages expenses, staff, and occasionally fills in for weekend shifts. She also serves as treasurer for the Upper Perk BPW in Red Hill, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and affiliated investment products.

Garrett Bernreuter is a CFA® charterholder with Series 66 and Series 63 licenses, currently an advisor at Edward Jones with five years of industry experience. His prior roles include positions at Commerce Bank, CitiGroup Global Markets Inc, Stifel Nicolaus & Co Inc, and New York Life Insurance Co. Outside of finance, he is the owner of Pamela Joan Boutique LLC, a clothing retail business in O'Fallon, 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 and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Emily Melchiori is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a commercial office building and a vacation home on Monkey Island, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices.

Mark Caselton is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supported by affiliated research and model managers.

Jory Taylor is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. He serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas Pollmann is a financial advisor at Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses with seven years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory duties, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including those that invest in cryptocurrency via exchange-traded funds.

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a 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 offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as an umpire for baseball tournaments and league games with Triple-Play Tournaments in St. 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 and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Evan Russell is a financial advisor at Edward Jones with 18 years at the firm and 15 years of industry experience. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Anna Mc Ilwaine is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with Edward Jones. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luebke is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.