Jason Clayton is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 1993, totaling 29 years of industry experience. He is involved with Chamois Grain LLC, a farming business based in Chamois, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Theresa Jansen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior experience at A. G. Edwards & Sons, Inc. and Woodbury Financial Services, Inc. In addition to her advisory role, she serves as a liturgy musician at St. Rose Church in Breese, Illinois. 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 utilizes research and analytics to guide portfolio construction and provides both brokerage and advisory solutions across a broad client base.

Jamie Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Raymond James and its affiliated entities since 2015 and previously held positions at Everbank Wealth Management and Merrill. Outside of his advisory role, Hogan founded and owns TrackMyGiving, a business focused on charitable giving management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. 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 and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Patrick Van Cleave is a CFP® credentialed financial advisor with 13 years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, where he has worked since 2023. Prior to that, he was associated with Renaissance Financial and worked in insurance-related roles at Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he serves as president of the SSM Cardinal Glennon Foundation Development Board, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with a multi-manager platform that includes affiliated and third-party model portfolios.

Stephanie Gerstner is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Stifel Nicolaus since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to make informed decisions.

Chase Fitzgerald is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes positions at TD Ameritrade, DoorDash, Sunpro Solar (ADT), Allstate, State Farm, and Home Depot. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andre Potter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. His prior roles include positions at TD Ameritrade and Amazon.com, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. 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.

Timothy Michel is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. Michel owns and operates two investment-related firms, Great Lakes Asset Management, LLC and Michel Wealth Management, LLC. 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 and integrates advisory solutions with various financial products and referral channels.

Robert Osdieck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones & Co, LP for 10 years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he serves as a FINRA arbitrator involved in dispute resolution. 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 incorporates a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Sarah Harms is a financial advisor with Wells Fargo Advisors in O'Fallon, Illinois. She holds a Series 66 designation and has five years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Regions Bank for eight years. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of financial services and investment solutions.

Eric Schnyder is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2009. He has 16 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory solutions, 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.

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Nicholas Fitzmaurice is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2023 and has been affiliated with Renaissance Financial since 2018. Outside of his advisory role, he also works as an insurance agent, specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Andrew Gilkeson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously served 16 years in the U.S. Army. His work history includes roles at First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services. 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 combines research from its investment institute with third-party analytics to support diversified investment strategies.

Frederick Savel is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at PNC Investments, Wells Fargo Clearing Services, First Bank, Woodbury Financial Services, and U.S. Bancorp Investments. Outside of his advisory work, he also drives for Uber and DoorDash on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad financial services network.

Chandler Bonta is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on empowering clients with the knowledge and tools to manage their financial lives effectively. Chandler holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Missouri System. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Eric Sacks is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing Services and Associate Staffing since 2017. Prior to his financial career, he worked at Gold's Gym and Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with advisory services integrated alongside other financial products.