John Thies is a CFP® and Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing nine years of industry experience. Before joining Edward Jones in 2017, he operated John Thies LLC and has been self-employed since 2012. Outside of financial advising, he works as a baseball instructor and occasionally coaches games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Ankney is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Andrew Jensen is a CFP® and holds a Series 66 license, working with Edward Jones in St. Louis, MO. He has 12 years of industry experience, all with Edward Jones since 2014. 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 and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. 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.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Michael Gray is a financial advisor with Merrill based in Clayton, MO, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. Gray serves as a trustee for personal living trusts. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in March 2022 and brings over 10 years of experience in the financial industry, having previously worked as a Financial Advisor for Wells Fargo. Matthew specializes in building and managing long-term retirement plans to provide clients with confidence about their financial future. His client focus areas include employee benefits planning, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, sports and entertainment, and retirement income. Matthew earned his Chartered Financial Consultant (ChFC) designation in 2019, his Chartered Retirement Planning Counselor (CRPC) designation in 2020, and his Certified Plan Fiduciary Advisor (CPFA) designation in 2024. He holds a Bachelor of Science degree in Marketing from Southeast Missouri State University, where he was also a four-year letter winner in football. He is a member of the Knights of Columbus and participates in community activities with Habitats for Humanity. Matthew lives in Wentzville, Missouri with his wife Stefanie and their daughters Madilyn and Ella. In his free time, he enjoys boating, fishing, football, golfing, hunting, music, and tennis, as well as spending time with his family and traveling.

Ty Stauss is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including Rawlings Training Center and CQ Capital LLC. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

James Mosbacher is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Michael Freebersyser is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Edward Jones since 2016. 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 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.

Joshua Barbeau is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at MetLife for six years. Outside of his advisory role, he serves as CEO of two tabletop gaming and publishing companies, Fleur de Lis Games, LLC and Hollow Harbor, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Brian Cleary is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for a combined 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, primarily using model-driven investment strategies and offering access to third-party asset managers.

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michael Stagoski is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations. He has eight years of industry experience, including one year at Cejka Search - Cross Country Healthcare before joining Edward Jones in 2017. Outside of his advisory role, he operates an online apparel business called Harbor Bend Designs. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Her prior experience includes a role at Citigroup Global Markets in 2009. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 external databases.

Christina Shockley is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial in St. Louis, MO, where she has worked since 2019. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment platforms.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Ameriprise, and UBS Financial Services. Blake is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools, supported by a large network of advisors and significant asset oversight.

Keith Brisotti is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as treasurer of the St. Louis Youth Lacrosse Association, coaches girls lacrosse at Lafayette High School, and works as a broadcaster for Prepcasts LLC covering high school and college sports. 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 investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.