David Thornberry is a financial advisor with Wells Fargo Advisors in Arnold, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive range of investment services.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. 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 approach 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 offerings.

Tammy Gregory is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2007. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Daniel Dornseif is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. He has been with Edward D. Jones & Co., L.P. since 2017. 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 and managing approximately $1.01 trillion in assets.

Erin Calixte is a financial advisor with LPL Financial based in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2020, she worked at Borah Teamwear and Westby Area Elementary School. Outside of advising, she operates an Etsy shop called EE Rosaries. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

David Cherrick is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Hartrich is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SagePoint Financial since 2011 and OSAIC since 2023. Additionally, he owns a sole proprietorship marketing life and long-term care insurance and provides life and health insurance services through an LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms through a large network of affiliated advisers.

Joseph Sutter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Wells Fargo in various capacities since 2016. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sean Springer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he manages a family investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jordan Lamantia is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has worked at Securities America Advisors and Millenia Investments, LLC, where he serves as an associate advisor supporting lead advisors. Lamantia has a background that includes roles outside of finance, such as managing his own lawn care business for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

James Schuman is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he serves on the Board of the Endowment Fund of the Rotary Club of St. Louis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Preslee Gass is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has a background in the cosmetics industry, having worked at Too Faced, The Estee Lauder Companies Inc., Coty, and Tarte Cosmetics before transitioning to financial services. Her prior experience also includes a decade of full-time education. 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 investment solutions through a large network of financial advisors and branch offices nationwide.

Cody Rabe is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab, TD Ameritrade, Bank of America, and other firms. His background also includes a role at Sotolar Masonary Restoration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.

Zachary Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following positions at TD Ameritrade, Gateway Land Services, and Bank of America. Outside of his advisory role, he owns a residential rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Jerad Ford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously at TD Ameritrade from 2018 to 2021, with additional experience in various roles prior to his financial services career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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 offerings.

Megan St.John is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. She holds the Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

Susan Mcbee is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

John Barnard is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and TD Ameritrade, as well as work with the National Park Service and Southern Illinois University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementing those recommendations.

Beth Trueman is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 13 years at Scottrade, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Katie Kuehler is a CFP®-certified financial advisor with Edward Jones in Clayton, MO, where she has five years of industry experience. Prior to joining Edward Jones in 2021, she worked for eight years at Maritz Global Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products supported by a nationwide network of more than 23,700 advisors.