Zachary Gerleman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Randstad, MH Equipment, Hilton AAA Parking, LPL Enterprise, and The Prudential Insurance Company of America. 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 substantial assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. 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 analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.

Brett De Nap is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at McKendree University and operated Brett DeNap, LLC for nine years. He has also been involved with local hockey organizations, including the Chesterfield Hockey Association and the St. Louis Prospects Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Megan Wilson is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has six years of industry experience, including a prior role at Vatterott Educational Centers, Inc. Megan also operated Wilson Compliance Consulting, LLC briefly in 2019. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Graham is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory role, he donates plasma at a local St. Louis center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and diversification strategies across a broad range of financial products.

Thomas Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2002, primarily based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large national presence with a broad network of financial advisors and branch offices.

Robert Wolff is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Darrick Engel is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. He also worked at Shop n Save for eleven years before entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities such as registration as a commodity pool operator and the use of algorithmic and AI-driven research methods.

Clark Morrison is a financial advisor at Raymond James & Associates in St. Louis, MO, holding CFP® and Series 63 designations with 42 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a co-trustee for his father. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Katie Herndon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists non-profit organizations by providing grant writing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

John Lawrence is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2017 and previously worked at ADP Inc. and ADP Broker Dealer, Inc. from 2011 to 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Frank is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Scottrade, Inc. He has been with Edward Jones since 2019. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Justin Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously was with Cunningham, Vogel & Rost, P.C., as well as the City of St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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 nationwide network of more than 23,000 financial advisors.

Robert Molina is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Severin Investments, LLC and a long tenure at Penn Station Eastcoast Subs before entering the financial sector. Outside of finance, he has worked as a bartender for the Saint Louis Symphony. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jacob Henry Santos is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His work history includes roles outside finance at various businesses such as Burlington Golf Club and The Grange Public House and Brewery. 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 substantial assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

Lauren Lang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2019 and also holds a position at Dierbergs Markets, where she has been employed since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Karen Hogue is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

Robert (Ernie) Meyers is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2009. He serves as a trustee for his spouse’s trust. Wells Fargo Advisors is a national securities firm providing 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 sources.

John Doneff is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2001. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.