Aharon Siegel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Regions Bank and Rocket Mortgage. Outside of finance, he works as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of services including investment policy preparation, performance reporting, and participant education.

Dustin Ries is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked for U.S. Bank / U.S. Bancorp Investments, Inc. for seven years before joining Edward Jones. Outside of his advisory role, he serves on the ski patrol at Vail Resorts, providing emergency care and assistance on the slopes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Laura Kashmerick is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Justin Skaggs is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank Midwest and KForce before joining Wells Fargo Clearing Services. 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 based on modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Karla Ukman is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.

William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Alicia Barry is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and roughly $671 billion in assets under management.

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Lindsey Kenner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 years of industry experience. Lindsey has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Jacob Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he held positions at KForce, Missouri Baptist University, and Walgreens. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Joseph Peterka is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with Renaissance Financial Corp. and Minnesota Life Insurance Co. among other firms. Peterka serves as a trustee on the finance committee at Crossroads Presbyterian Fellowship and is involved as a trustee of a nonprofit cemetery association. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hayley Lu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Kennedy Capital Management and held roles at Saint Louis University, including in its ITS department. 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 strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary services under a fiduciary standard.

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sharon Roggentine is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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 tax-efficient services.

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Kristina Abarquez is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Matthew Wofford is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 63 and Series 65 licenses and is based in St. Louis, 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ronel Sulit is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Wells Fargo, Sulit worked with firms including Empower Advisory Group, Principal Financial Group, and Citibank. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.