William Onder III is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he worked at LEC LTG and Ward & Burton. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard.

Timothy Hogan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Saint Louis, MO. He has held roles at Raymond James and its affiliates since 2013 and operated his own financial practice for 30 years prior. Hogan is also the owner of Hogan Group Financial, LLC, a pass-through entity related to his financial services business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Samantha Trankler is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She is currently with Equitable Advisors and previously worked at Stifel Independent Advisors and KPMG LLP. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Wayne Hamlin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 license and four years of industry experience. His prior work includes roles at Aerotek, Robert Half, and Penny Mac Loan Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Rasheedah Krus is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, with options to combine planning with managed-account programs while maintaining separation between the two services.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 27 years of industry experience. He previously worked at Charles Schwab from 2003 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, 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.

Lauren Lindhorst is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2018 and has prior experience with Kozeny & McCubbin LC. Outside of her advisory role, Lindhorst leads the Children's Ministry at Kirkwood United Methodist Church, planning lessons and coordinating volunteers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Thornberry is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Erin Calixte is a financial advisor with LPL Financial based in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2020, she worked at Borah Teamwear and Westby Area Elementary School. Outside of advising, she operates an Etsy shop called EE Rosaries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Joseph Sutter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 13 years of industry experience. His career includes roles at Wells Fargo Advisors, PNC Wealth Management, and Edward Jones. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jerad Ford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously at TD Ameritrade from 2018 to 2021, with additional experience in various roles prior to his financial services career. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Barnard is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and TD Ameritrade, as well as work with the National Park Service and Southern Illinois University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementing those recommendations.

Beth Trueman is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 13 years at Scottrade, Inc. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Shaffer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Regions Bank and First State Financial Management. Outside of his advisory work, he has a 25% ownership interest in Shaffer Family Hill Farm in Ursa, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan services.

Melissa Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She 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, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Klingler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. He founded the Missouri Hedge Fund Association, a networking group, in 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.

James Summers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Stifel, Nicolaus & Company Inc., and KPMG Inc. Outside of finance, he is the owner and teacher at Lesson League Inc., a music instruction and performance business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Philip Munsterman Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

David Phan is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he contributes photographs as a Shutterstock contributor and is involved in entrepreneurial ventures with his spouse, including managing a health and cosmetic care business and operating a media website featuring book reviews. 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 combines research from Wells Fargo Investment Institute and third-party sources to provide diversified investment solutions through both brokerage and advisory platforms.