Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Laura Kevrick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 43 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 research from Wells Fargo Investment Institute and third-party sources.

Matheus Do Egito Pereira Dos Sant is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has previously worked at Tesla, Inc., Utah Valley University, and The Church of Jesus Christ of Latter-day Saints. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of funds and ETFs.

Brian Courisky is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his background is focused on brokerage and financial planning services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk management, and specialized planning for business owners and clients with unique needs.

Teresa Noles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2013 and was previously with Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm serving a broad client base with comprehensive financial services.

Brendan Dowd is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, Charles Schwab & Co., and a concurrent position with DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Scott Smith is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Smith serves as a basketball referee for the Missouri State High School Activities Association and a rugby referee with the Mid-America Rugby Referee Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and sports and entertainment planning.

Morgan Harms is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo Advisors and the Missouri Department of Revenue. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Weber is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at various Morgan Stanley entities since 2001. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured financial planning supported by firm-approved tools and emphasizes advisory services without individual security recommendations in standalone plans.

Azin Kaiser is a Senior Financial Advisor at Merrill Lynch Wealth Management, working with clients to develop personalized financial strategies tailored to their long-term goals. She focuses on creating wealth plans that align with clients' individual objectives and life circumstances. Her expertise includes family wealth management strategies, international wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. Azin's approach emphasizes building enduring relationships by providing guidance aimed at achieving financial security over a lifetime. Azin holds a Bachelor's Degree from Webster University and a High School Diploma from Affton High. She is a Personal Investment Advisor (PIA) and is proficient in Persian, English, French, and German. Outside of her professional role, she participates in community volunteering in line with Merrill's tradition and has personal interests in boating, boxing, genealogy, music, painting, and skiing.

Michael Campbell is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008, including a tenure at JPMorgan Chase Bank, N.A. since 2016. Previously, he was with Moloney Securities Co., Inc. and Moseco/Saint Louis Capital Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary framework.

Neil Goodwin is a financial advisor with Edward Jones in Troy, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he is involved in managing real estate investments through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets and supported by a large national network of financial advisors and branch offices.

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. 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 to provide asset allocation and planning analyses.

Natalie Kneller is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Joss D'souza is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Tarsus Toastmasters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Aharon Siegel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Regions Bank and Rocket Mortgage. Outside of finance, he works as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of services including investment policy preparation, performance reporting, and participant education.

David Yarbrough is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading a Clayton-based team focused on helping clients achieve their real-life goals through a disciplined planning-based wealth management approach. His team integrates access to private banking services and leverages research and resources from BofA Securities, recognized as a Top Global Research Firm by Institutional Investor. With decades of experience managing both sides of the balance sheet, David’s team provides comprehensive wealth management solutions combining institution-backed insights with personalized service. David holds a Bachelor's Degree from the University of Missouri System and professional designations including Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). He serves clients in areas such as corporate executive services, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management, and tax minimization. Fluent in English and Spanish, David supports his clients through a client-centered financial planning process. Residing in Saint Louis with his family and beagle dogs, David enjoys spending time with family, traveling, mixing house music, and riding his electric unicycle in his free time. He is also involved in community organizations including Doorways, Lutheran Senior Services, Operation Food Search, and United Way of Greater St. Louis. Banking services are provided through Bank of America, N.A.

Justin Skaggs is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank Midwest and KForce before joining Wells Fargo Clearing Services. 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 based on modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Jonathan Carter is a Series 66 licensed financial advisor at Merrill with five years of industry experience. He has worked at firms including J.P. Morgan Securities and Renaissance Financial Corporation. Outside of his advisory role, he owns and operates an online clothing store, Streamlined Digital Solutions LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Forgerson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Smith Barney, Edward Jones, and Scottrade Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.