Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Buckley is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Fenton, MO. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Wolff is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vantage Credit Union and First Heartland Capital Inc. 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 through a nationwide network of advisors, offering a range of advisory programs and investment options under a fiduciary standard.

Joseph Sedberry is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Advisors since 2024 and Primerica Financial Services since 2023, alongside a long tenure at QuikTrip Corp. Sedberry is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Thomas Gillette is a financial advisor at Edward Jones in Granite City, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Troy Larsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has experience with Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

August Brandt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Real Equity Management and has been involved with the Old Warson Country Club as a bartender since 2022. 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 nationwide network of more than 23,000 financial advisors.

John Hofman is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Hofman serves on the finance committee and as a board member for homeowners associations in the Lake Sherwood area and manages a side business selling personal sporting event tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of advisors.

Matthew Bromley is a financial advisor at Edward Jones with 22 years at the firm and 15 years of industry experience. He holds a Series 66 designation and is based in Ballwin, MO. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Westbrook Meeks is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and K Force before joining Edward Jones. Based in St. Louis, MO, he has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joshua Reichman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to individual client goals. He focuses on areas including divorce transition planning, institutional and corporate benefit services, and investment consulting for endowments, foundations, and non-profits, among others. He holds a Bachelor's Degree from the University of Wisconsin System and maintains several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Joshua engages with the community through volunteering efforts aligned with Merrill's tradition of community participation. His personal interests include golfing, skiing, and traveling.

Janet Ianniello is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 1999. Outside of her advisory role, she volunteers at St. Luke’s Hospital in Chesterfield, MO, assisting visitors and working in the hospital gift shop. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Crystal Kraus is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Debron Enterprises and the Better Business Bureau. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Denise Reed is a financial advisor at Cetera with 31 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Cetera and its affiliated entities since 2007. Outside of her advisory role, she is involved as an enrolled agent providing tax preparation and accounting services and is an organizer for the Gravois Township Democrats. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Ryan Freeman is a Series 66-licensed financial advisor with Edward Jones in Brentwood, MO, where he has worked since 2024. He has one year of industry experience and previously held positions at Best Buy, Rosch Company, and Zickel Flooring. Outside of his advisory role, he is a drummer for a local cover band called The Sidewinders. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Horner is a Series 66-licensed financial advisor with Thrivent Investment Management, based in St. Louis, MO. He has three years of industry experience, all with Thrivent and its affiliates. Outside of his advisory role, he serves as a board member for the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers a combination of planning and managed-account services through a consolidated billing program called “WealthPlan,” maintaining planning and management as separate services.

Benjamin Miller is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, and Retirement Planning Group Representative. Prior to joining Fidelity, he worked as a Financial Services Associate at Prudential Financial from 2004 to 2005. Throughout his career, Benjamin has focused on assisting clients in achieving their financial goals, emphasizing a client-centered approach in his work. His experience spans wealth management, financial consulting, and retirement planning. He is committed to supporting clients' objectives for themselves, their families, and their charitable activities. Outside of his professional responsibilities, Benjamin enjoys activities such as going to the beach, playing board games, participating in family activities, following football, and traveling.

Paul Rhea is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Edward Jones and has previously worked at Krilogy Financial, Black Knight Financial Services, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Matthew Arnold is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has been with Edward Jones since 2000. Arnold serves as a board member on the Southern Illinois University Carbondale Department of Finance External Advisory Board, providing feedback on the curriculum. 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 solutions, supported by a large nationwide network of advisors and branch offices.

Jay Hanagan is Vice President and Wealth Planner at Fidelity Investments, where he focuses on creating personalized financial plans tailored to the unique needs and goals of individual investors. He prioritizes building strong relationships with clients and their families to foster trust and reliability. Jay's career spans multiple roles within the financial services industry since 1999, including positions such as Financial Consultant and Wealth Planner at Fidelity Investments, Senior Vice President and Sales Manager at Commerce Brokerage, as well as Regional and Branch Manager at Scottrade Financial Services. His background also includes experience as a Stock Plan Services Representative and Registered Representative. Before entering financial services, Jay served in the US Air Force. Outside of his professional life, he has interests in biking, cars, food, military service, parenthood, and traveling.