Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Kevin Mc Manus is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hali Flintrop is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, Hali worked at Wells Fargo Advisors and Above All Personnel. 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 services. 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.

Morgan Coggin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, a merchant cash and stock agreement business. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds the Series 63 and Series 65 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering 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 with over 14,000 financial advisors and provides both brokerage and advisory solutions.

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 and investment strategies through a nationwide network of advisors and branch offices.

Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior experience includes a year at Stifel before joining Wells Fargo Clearing in 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 employs more than 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Luigi Scire is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2019. Prior to his financial career, he operated Touch of Gold Auto Detailing for two years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group.

Eric Bruce is a financial advisor with Wells Fargo Advisors in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Aston Carter and has experience outside the financial sector, including a role at Johnny Mac's Sporting Goods. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and planning tools, with a focus on tailored client recommendations and optional implementation through its brokerage or advisory programs.

Matthew Boyer is a Series 66-licensed financial advisor at Stifel with seven years of experience, including roles at Stifel Nicolaus and Johnny Macs Sporting Goods. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.

Linda Manley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She participates on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of investment strategies and affiliated services with approximately $1.01 trillion in assets under management.

Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. 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 combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as adjunct faculty at Webster University, teaching a course on emerging technologies. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lia Read is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and allocation methods developed by its Investment Strategy Group, providing planning and guidance based on forward-looking capital market assumptions.

William Lucas is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Fidelity Brokerage Services LLC from 2013 to 2017. Lucas is also involved with Codasco Venture Partners, an initiative focused on investing in local business opportunities in St. Louis, MO. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves 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.

Steven Hoffman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2014. 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 grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with 20 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

Wendy Penrod is a financial advisor with Raymond James & Associates in Ofallon, IL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. At Raymond James, she has been with the firm since 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.