Julie Lankford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent five years with U.S. Bancorp Investments, Inc. 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Nathan Foust is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has been with Merrill since 2019 and previously worked at Bank of America and AT&T. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is also engaged as a food delivery driver for DoorDash and Uber Eats. 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 utilizes research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Taylor Looney is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Taylor worked with Securian Financial Services and Minnesota Life Insurance Company. Outside of advising, Taylor is also involved with Renaissance Financial, where they provide securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through multiple program structures and custodial arrangements.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of financial advisors.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ferris, Baker Watts, LLC from 2001 to 2004. Outside of his advisory role, Smith owns and operates a sports cards and memorabilia business based in Charlotte, NC. 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 and analytics from the Wells Fargo Investment Institute.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with First Clearing from 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory and brokerage solutions, leveraging substantial assets under management and integrating investment research with a focus on diversification and modern portfolio theory.

Melinda Freshour is a Series 66-licensed advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 12 years of industry experience, including 10 years with Wells Fargo Clearing. 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.

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Aaron Thomas is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Aaron provides guidance on various financial topics, including general investing, retirement planning, and risk management for unexpected events. He also facilitates access to specialists within Bank of America for additional services such as banking, credit, home financing, and small business solutions. This allows him to offer comprehensive support tailored to the evolving needs of his clients. Aaron holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aaron completed his high school education at Washington University in Saint Louis.

Todd Blount is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has held roles at Wells Fargo Clearing since 2008, with a brief tenure at A. G. Edwards & Sons, Inc. from 2006 to 2008. Outside of his advisory work, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a wide range of financial planning services, utilizing proprietary research and tools to develop customized recommendations, with optional implementation through brokerage or advisory programs.

Lindsey Kerber is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, Coop Insurance Agency, and previously at Minnesota Life Insurance Company and Securian Financial Services, among others. Kerber serves on the board of St. Joseph's Academy in St. Louis, MO. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Michelle Jaquess is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent 18 years at Securian Financial Services. She is also commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment strategies.

Matt Duisen is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Clayton, Missouri. He has three years of industry experience, including roles at JPMorgan Chase Bank and ten years at Commerce Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, and they offer expanded capabilities in derivatives and commodities.

Ryan Murphy is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked at firms including Renaissance Financial Corp and Securian Financial Services. In addition to his advisory role, Murphy is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. 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.

Brandon Haid is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Bellhops. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary strategies.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2016. Prior to her current tenure, she was involved with Fast Fitness Boot Camp for one year. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Margaret Fortner is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Edward Jones and as a success and executive coach at Emerge Enterprise, LLC. Outside of her advisory work, she serves as secretary for a limited liability company franchise called Heart Five Holdings. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.