Blake Emerson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with J.P. Morgan since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit providing paid work experiences and training for young people in the St. Louis area. J.P. Morgan Securities LLC delivers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering a comprehensive range of investment services.

Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, he has held roles at Digital Intelligence Systems LLC and other firms. He studied at Saint Louis University from 2016 to 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Findeiss is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Renaissance Financial since 2013 and previously with Minnesota Life and Securian Financial Services. He serves as a board member and partial owner of Oak Meadow Country Club in Rolla, Missouri. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and advisory services through a multi-manager platform that supports a broad array of program structures and custodial relationships.

Nick French is a financial advisor with Cetera based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a server at Busch Stadium and Chaifetz Arena and is involved with SLU Sport Service, LLC as a suite attendant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Jordan Foster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan works with clients to create customized financial strategies that align with their short- and long-term goals. By combining disciplined investment management with clear communication, Jordan helps clients navigate the markets, reduce uncertainty, and make confident financial decisions over time. Jordan emphasizes the importance of listening closely to clients to understand what they value most. Drawing on Merrill's global investing resources and the credit, lending, and banking capabilities of Bank of America, Jordan provides a comprehensive approach to managing clients' financial needs. Jordan holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jordan earned a High School Diploma from Hazelwood Central High and attended Columbia College, though no degree was conferred. Outside of work, Jordan enjoys basketball, cooking, fishing, football, gardening, and spending time with family.

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Jack Gewinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work history includes positions outside the financial sector. 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 offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Kellie Anderson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Savannah Hagy is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 66 and Series 63 licenses and has four years of industry experience. Her prior work includes positions at Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing Services. Before entering the financial industry, she worked in the food service sector. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jenaro Centeno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors. Outside of his advisory role, Centeno teaches Brazilian Jiu Jitsu at North Broadway Jiu Jitsu. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Meaghan Schulte is a financial advisor at Stifel with 10 years of industry experience. She has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

James Caruso is a CFP® and ChFC® with 26 years of industry experience, all with Edward Jones in Saint Louis, MO. He has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Meyers is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, he was employed at LED Supply Co. for one year. 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.

Jeffrey Johns is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Everise, Mass Mutual, and TD Ameritrade. He is also involved with DiSys alongside his advisory work. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Madelyn Cullen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked in healthcare-related roles including Advanced Endodontics and Pediatric Dentistry of Sunset Hills. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Christopher Lauriello is a financial advisor with Charles Schwab in Maplewood, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Lowe's before joining Schwab in 2020. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

David Mesker Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in several property management and community maintenance activities, including serving as administrator for the Portage Road Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model manager options.