James Pipkin is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones in Wood River, IL since 2014. 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 more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Sean Murphy is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Natixis Global Asset Management and Alternative Fund Advisors, LLC. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of advisors.

Scott Smith is a Series 66-registered financial advisor with Wells Fargo Advisors in St. Louis, Missouri, bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, employing a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm utilizes Wells Fargo research and planning tools to deliver tailored recommendations, offering clients flexibility in implementation through various brokerage or advisory programs.

Lauren Von Qualen is a financial advisor at Edward Jones with three years of industry experience. She previously worked at Carrollton Financial Advisors and Mike Fahnestock State Farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts. The firm supports over four million clients with approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Christopher Herzog is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Raymond James Financial Services and The Bank of Edwardsville. Outside of his advisory work, Herzog serves as an airport commissioner and treasurer for the St. Louis Regional Airport and has been involved with the Wood River Township nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various model portfolio options.

Derick Engelke is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. His prior work includes roles at Lindenwood University and Mount Carmel Senior Living. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Mark Luth is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad menu of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.

Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

Susan Brough is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, she works as an independent consultant in jewelry sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.

Dominic Bova is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Keith Broadway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Todd Chambers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Gill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Thompson Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2013, following a 24-year tenure at Paramount Financial LLC. Outside of his advisory role, he serves as a ruling elder and trustee/secretary at Memorial Presbyterian Church in St. Louis, where he is involved in spiritual care and financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing more than $256 billion in assets.

Howard Mitchell III is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. He has nine years of industry experience and has been with Wells Fargo Clearing since 2016. 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 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.

Jessica Mizell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 10 years with 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menu.

Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.

Maxwell Unwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at Prairie Farms, Madison Farms, Summit Distributing, Lucky's Market, Tuesday Morning Retail Store, and The Egg & I. 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 uses research and analytics from Wells Fargo Investment Institute and third-party databases to evaluate managers and options, operating with approximately $671 billion in assets under management and over 14,000 financial advisors.

Lauren Randazzo is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. She has worked at Stifel since 2016, including roles at Stifel Investment Services and Private Client Services, as well as positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Moneta Group Investment Advisors. Randazzo is currently based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Jacob Bolstad is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes positions at firms such as Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Bolstad is also involved with Digital Intelligence Systems alongside his advisory role. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.