Sondra James is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 31 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and its affiliated firms since 2009. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with various financial products and referral channels to serve clients with diverse financial needs.

Stephanie Feeney is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Thrivent in 2021, she worked for InMoment/MaritzCX for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a broad range of planning topics, with options to combine planning with managed-account programs under a consolidated billing system.

Stacy Swiney is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 14 years of industry experience and has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

Jon Mandrell is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Christian is a CFP® professional with six years of industry experience currently with Edward Jones in St. Louis, MO. His prior experience includes roles at Hightower Advisors, LPL Financial, American Fidelity Assurance, and NISA Investment Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supporting a nationwide network of thousands of financial advisors and branch offices.

Daniel Carver III is a Series 66-licensed financial advisor with Ameriprise in Cape Girardeau, MO, bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he holds a real estate license and engages in a business unrelated to investment activities. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for clients holding Ameriprise-managed accounts.

Brian Scarberry is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Eugene Duffy is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 24 years of industry experience. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, 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.

Brock Theisen is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. He has also been involved with organizations such as Urbandale Golf and Country Club and The Freeport Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated mutual funds.

Laura Timimmermann is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015, including her current role since 2016 in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Aegerter is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has worked at Edward Jones since 2017 and previously at Scottrade Inc from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

Jennifer Solovic is a financial advisor at Edward Jones with 22 years of industry experience. She previously spent 15 years at Wells Fargo Clearing before joining Edward Jones in 2026. Outside of her advisory work, she is the author of a book titled *Broken Willow*, which addresses mental health awareness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

Robert Gregory is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,000 financial advisors.

Michael Holder is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Commerce Bank and Commerce Brokerage Services, Inc. outside of his current role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Edwin Keiser is a Series 66-licensed advisor with J.P. Morgan Securities and has four years of industry experience. He has held positions at JPMorgan Chase Bank, Bank of America, and several retail companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lakeem Scott is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services and positions with Accounting Principals, Associate Staffing, and Teledirect Services. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Sean Manners is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently affiliated with Edward Jones in St. Louis, MO, where he has worked since 2018, with a brief interlude at US Bank, Cetera Advisors LLC, First Allied Securities, and Valletta Property Group. Prior to his financial advisory roles, he spent four years at Ernst & Young. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Howard is a financial advisor at Thrivent Investment Management in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and has worked with Thrivent since 2018. Outside of his advisory role, he serves as Chairman of the Board for Faith Through Fire, an organization supporting women facing breast cancer and their families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across a range of financial topics.