Jordan Floerke is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and 1st National Bank of Waterloo since 2022. Prior to his advisory career, he was employed at JV's Bar and Grill while attending Missouri State University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and machine-learning systems for operational support.

Chad Rucker is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Beth Wiggins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of experience at the firm. She is also the owner of a 160-acre farm in Northeast Missouri, which she shares for crop income and leases hunting rights. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies, managing over $1 trillion in assets and supported by a nationwide network of more than 23,000 financial advisors.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments, and Primerica Financial Services, as well as prior involvement in the restaurant and hospitality sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports portfolio execution and custody through BNY Mellon Advisors and Pershing.

Julie Devine is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Browne is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Securities Series 66, 63, and 65 licenses. His career includes 18 years at Edward Jones Trust Company and prior roles at TIAA-CREF and Osaic FA, Inc. 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 under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Michael Kickham is a CFP® with 43 years of industry experience, currently associated with Osaic Wealth Inc. He has held prior roles at LPL Financial, The Retirement Group, FSC Securities Corporation, Porter & Kickham, Inc., and Securities America Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and offers a range of investment programs including Unified Managed Accounts and third-party money manager options.

Mark Clardy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, JCW Recruiting, and the Reinsurance Group of America. Outside of advising, he owns MGEW Investments LLC, a real estate rental business managed by a third party. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and additional financial services beyond traditional advisory offerings.

Jennifer Barbey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she owns and manages several business ventures including Barbey Wealth Management and Strategic Wealth Management, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Dana Chatman is a CFP® certificant with 17 years of industry experience, currently practicing at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2006. Outside of her advisory work, she creates custom t-shirt designs for friends and family through a small personal venture called Designs by DC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kammeron Hibdon is a financial advisor at Stifel with 19 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Nicholas Wulsch is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. His prior work includes roles in education and retail, as well as experience at Lindenwood University and several other local organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customized strategies.

Curt Kruse is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Morgan Stanley. Outside of advising, he serves as treasurer for a homeowner’s association and co-trustee for a family trust. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Brian Klos is a CFA® charterholder with 20 years of experience in the financial industry, currently serving as an advisor at Stifel. He previously worked at Conway Investment Research, LLC, Stifel Nicolaus & Co Inc, and Equitable Advisors. Outside of his advisory work, Klos is a high school basketball referee for the Missouri State High School Athletic Association. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Nicholas Szweda is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, TD Ameritrade, Amazon, and the St. Louis Cardinals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using proprietary research and quantitative methods. The firm is registered with the CFTC as a commodity pool operator and formally advises multiple registered investment companies.

Brandi Aspden is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2025, she spent 13 years at TIAA-CREF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and solutions supported by a large nationwide network of advisors and branch offices.

Margaret Paspalas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Paul Bonifant is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, Morgan Stanley, and Missouri Valley Partners. He also serves as a trustee of a family living trust. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradley Orr is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He is currently with Edward Jones in West Palm Beach, FL, joining the firm in 2025 after roles at Truist Investment Services and other firms. His background includes experience in both investment services and health-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Madeline Lotspeich is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her work history includes roles at Robert W. Baird Private Wealth Management and involvement with the Paducah Futbal Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.