James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Richard Stone is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commerce Bank, Enterprise Bank & Trust, Cetera Investment Services, Ameriprise, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Travis Mayer is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Mayer has also been involved in several business activities such as Blue World Pools Inc and TSWT Acquisition Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,948 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.

Michael Chiodini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Sii Investments, MSI Financial Services, PRUCO Securities, and Prudential Equity Group. He serves as a fiduciary/trustee for the OBRA 93 Trust and has experience as a speaker. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Andrew Herbst is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 options supported by a large national network of advisors and branch offices.

Nicholas Carron is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience and also serves as a member of Birsinger and Associates CPAs LLC, providing tax preparation and accounting services. Carron's career includes over two decades at Voya Financial Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager model approach.

Jonathan Shore is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with OSAIC, where he has worked since 2021, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Shore is also involved in managing a separate investment advisory and insurance business through Shore Group Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated financial services utilizing proprietary asset allocation tools and third-party platforms, offering a wide range of investment products and portfolio management options.

Matthew Haffer is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and MSMF Wealth Management. He is also involved as a client service associate at MSMF Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Wombles is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and served at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors. Based in St. Louis, MO, he began with his current firm in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with suitable advisory models, employing a mix of proprietary and third-party investment solutions.

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 and investment strategies supported by a large network of advisors and branch offices.

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. 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 supported by a large national network of financial advisors and branch offices.

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its predecessor entities since 1998. Outside of her advisory role, she is involved in a business ownership interest unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at OSAIC since 2023 and previously spent 22 years at Fsc Securities Corporation. Tanurchis is also involved with Butler Associates Financial Planners, Inc., a firm he has been associated with for 27 years. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.