Kyle Webster is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones. His prior experience includes roles at Raymond James Financial, Bank of America N.A., and Merrill. Outside of his advisory work, he is in the process of selling a former residential property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Le Tasha Sain is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Merrill in 2022. Outside of her advisory role, she serves as Treasurer for the St. Louis chapter of Delta Sigma Theta Sorority, Inc. and as Vice President of the National Association of Black Accountants in St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of individual and institutional investors.

Nicholas Fleming is a financial advisor with Charles Schwab, holding a Series 66 credential and beginning his advisory career in 2024. His background includes multiple community roles with local Catholic churches and a full-time education career from 2014 to 2020. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment options through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports a wide client base with centralized custody, advisory, and brokerage services.

Russell Eilers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive, fee-based wealth planning services to affluent families and individuals, particularly those who own and operate large privately held businesses, medical practices, and farms in the St. Louis area. With expertise in areas such as education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies, Russell focuses on developing personalized financial strategies tailored to his clients’ long-term goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Russell earned his bachelor's degree from the Southern Illinois University System and a master's degree from Western Governors University. In addition to his advisory work, Russell is involved with the Susan G. Komen organization. His personal interests include adventure sports, boating, chess, fishing, golfing, music, and reading.

John Klaus is a Series 66-licensed financial advisor with Stifel Nicolaus & Co. Inc. in St. Louis, Missouri, where he has worked since 2005. He has 22 years of industry experience. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gerard Lakin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab, TD Ameritrade, C2FO, and Sungevity. Outside of his advisory role, he co-owns and helps manage a mobile home park in Perryville, Missouri. Wells Fargo Clearing provides retirement plan consulting 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.

Harold Wathan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1982 and also has prior experience with TextParty Inc and Entertainment Partners. Outside of his advisory role, he has been involved in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a curated third-party asset manager approach and uses a tiered wrap fee structure for its services.

Matthew Gallo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones for 16 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Daniel Kiley is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2016. Outside of his advisory role, he works as a driver for a ride-sharing service. 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.

Tommy Scroggins is a financial advisor at Ameriprise with 35 years of industry experience. He has held various roles within Ameriprise and its affiliates since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Stephen Rataj is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Stifel Financial Corporation for five years before joining Wells Fargo in 2018. Outside of his advisory role, he manages a rental property in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory.

Deborah Hermerding is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, employing model-based and discretionary investment strategies designed for a range of clients including individuals, high-net-worth investors, and institutions.

Jeffrey Guidry is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a boys basketball coach at Triad High School in Troy, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Aaron Foster is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Outside of his advisory work, he is a partial owner of a family farm managed through an LLC for multigenerational purposes. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and alternative investment capabilities.

Ryan Kohl is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Bank, Centene, and Northwestern Mutual, as well as a tenure at the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. 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 operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Noah Mosqueda is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, Mosqueda serves as a platoon leader in the Army National Guard and is on the advisory board for Friends of Kids with Cancer, a community outreach organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of managed account platforms with both discretionary and non-discretionary options.

Cody Allsman is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions Inc and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations through discrete engagements.

Tyler Simmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory work, he is involved with Images Agency, a talent agency, where he performs talent acquisition. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various model portfolios and customized strategies.

David Schulte is a financial advisor at Stifel with 39 years of industry experience, including 38 years at the firm. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.