Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Michael Stagoski is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations. He has eight years of industry experience, including one year at Cejka Search - Cross Country Healthcare before joining Edward Jones in 2017. Outside of his advisory role, he operates an online apparel business called Harbor Bend Designs. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Christina Shockley is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Christina serves as a board member for Gatewood Wealth Solutions, a for-profit entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting through a large network of investment adviser representatives.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies. He is also active as a non-variable insurance agent in Creve Coeur, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

John Clemons is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial in St. Louis, MO. His prior experience includes roles at M & M Wealth Management and Meridian Wealth Management. Outside of financial services, he is the owner of A & B Enterprise of East KY, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and various investment strategies.

Kevin Simpher is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in several ventures including Portico Wealth Management LLC and Ever Day Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, risk management, and specialized planning for business owners and other niches.

Garry Grannemann is a CFP®-designated financial advisor with Edward Jones in St. Charles, MO, and has 27 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a real estate business focused on flipping houses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alana Sanchez is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Harris is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Bank, Infinex Investments Inc., and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Douglas Gast is a financial advisor at UBS Financial Services with 55 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Brian Donnelly is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He holds a Series 66 license and is based in St. Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Timothy Salzman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he co-manages a VRBO rental business with his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clay Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stifel. His prior roles include positions at Asset Consulting Group and Century Securities Associates, as well as work with Apex Oil Company and Affiliates. Outside of his advisory duties, he is involved with SAGM, LLC, a family office where he works as an investment accountant assisting with investment tracking and tax return preparation. 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 support asset allocation and planning analyses, typically providing fee-based, episodic financial plans without automatic implementation or ongoing monitoring.

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Stephen Mathias Jr. is a CFP® with 38 years of industry experience, currently affiliated with Osaic. He has worked at Royal Alliance Associates, Inc. since 1989 and owns S. Mathias & Co. Inc., a firm specializing in tax preparation and business consulting since 1986. Outside of his primary advisory roles, he owns Mathias Risk Mgt., Inc., which provides insurance sales and consulting, as well as identity theft and prepaid legal services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of analytical tools and platforms to manage portfolios across multiple asset classes.

John Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as a trustee of a trust for a niece. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions.