Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Mark Goddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 1994 and also maintains a role with B & H Petroleum since 1986. Outside of his advisory work, he serves on the board of the St. Louis Elks Lodge #9 and chairs the Broadcast Committee for the St. Louis community parade. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services informed by a proprietary investment strategy developed by its Investment Strategy Group.

Anthony Vierling Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Vierling serves as one of three trustees for Villas at Sienna Oaks, a residential community in St. Louis, MO. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. 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 and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.

Ayana Stringfellow is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.

Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

David Mertens is a financial advisor with Edward Jones in St. Louis, MO, holding CFP®, Series 63, and Series 65 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Joel Miller is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Tortoise Capital from 2013 to 2024. Miller is also involved with MSMF Wealth Management, a business related to wealth management services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to utilize various investment models and strategies.

John Yelverton is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously working at Wintrust Investments LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Kylee Olson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Flywheel Sports and YourCause. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

Steven Johnson is a financial advisor with LPL Financial based in St. Louis, Missouri. He holds the Series 66 designation and has 12 years of industry experience. Johnson has worked at Vantage Credit Union and LPL Financial since 2015 and is also affiliated with Forest Hills Country Club since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners LLC. 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 operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 registrations and 10 years of industry experience. Her prior roles include positions at Genex Consulting, LPL Financial, and Arch City Executives. Outside of her financial career, she is involved in direct sales with Pampered Chef, serves as a proctor for the SAT, and operates a small baking business called Haus of Cakes. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Adam Roland is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Buckley is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Fenton, MO. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. 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 range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.