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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and UBS Financial Services. He also worked at Randstad for one year. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2009, with a brief tenure at Merrill from 2007 to 2009. 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.

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 with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commerce Bank since 2001 and transitioned to LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America and Archford Capital Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers a program supported by both quantitative and qualitative research, incorporating an ESG eligibility framework in some 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.

Christopher Cantu is a financial advisor at Merrill with 19 years of experience at the firm and 10 years in the industry. He holds a Series 66 designation. Outside of his advisory role, he serves as a committee member on the board of directors for the charitable organization Cultural Leadership and operates a sole proprietorship selling Hallmark ornaments online. Merrill, along 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 model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Rhodes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at US Tech Solutions, American Income Life, and Northwestern Mutual, as well as experience in education at the University of Missouri and Fox High School. 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 approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Clayton Deimund is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ozbun Deimund Beckham Group. He focuses on building lifelong advisory relationships with clients by understanding their individual goals and working collaboratively to design and execute comprehensive wealth strategies tailored to their lifestyle and legacy. Clayton utilizes both his personal expertise and the resources available through Merrill Lynch to help clients achieve their financial objectives. He specializes in a range of client focus areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Clayton holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Clayton earned degrees in Finance and Risk Management & Insurance from Baylor University. Outside of his professional work, he enjoys biking, boating, hunting, pickleball, running, skiing, spending time with his family, swimming, tennis, and traveling.

Cameron Preston is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2010. He holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Charles Galli is a CFP®-certified financial advisor with Stifel, based in Frontenac, MO, and has 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Galli serves on the Board of Directors for the Saint Louis University Billiken Club, where he helps organize fundraising events for the university's athletic department. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.