Timothy Gilligan is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with First Clearing, LLC since 2013. 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 supported by proprietary research and tools, with offerings tailored to clients who meet certain net-worth thresholds.

Chris Cacciarelli is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he serves as an assistant football coach at De Smet Jesuit High School in St. Louis, MO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Yang Zhong is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. Outside of his advisory role, he works as an intellectual property analyst and consultant, conducting research on patent eligibility and assisting with patent filings for outside inventors and entrepreneurs. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and it offers broader derivatives and commodities capabilities through specialized registrations and affiliations.

Kyle Webster is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Edward Jones in Collinsville, IL, where he has worked since 2022. Prior to that, he spent time at Raymond James Financial Services Advisors, Bank of America N.A., and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Le Tasha Sain is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Merrill in 2022. Outside of her advisory role, she serves as Treasurer for the St. Louis chapter of Delta Sigma Theta Sorority, Inc. and as Vice President of the National Association of Black Accountants in St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of individual and institutional investors.

Russell Eilers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive, fee-based wealth planning services to affluent families and individuals, particularly those who own and operate large privately held businesses, medical practices, and farms in the St. Louis area. With expertise in areas such as education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies, Russell focuses on developing personalized financial strategies tailored to his clients’ long-term goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Russell earned his bachelor's degree from the Southern Illinois University System and a master's degree from Western Governors University. In addition to his advisory work, Russell is involved with the Susan G. Komen organization. His personal interests include adventure sports, boating, chess, fishing, golfing, music, and reading.

John Klaus is a Series 66-licensed financial advisor with Stifel Nicolaus & Co. Inc. in St. Louis, Missouri, where he has worked since 2005. He has 22 years of industry experience. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gerard Lakin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab, TD Ameritrade, C2FO, and Sungevity. Outside of his advisory role, he co-owns and helps manage a mobile home park in Perryville, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Harold Wathan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1982 and also has prior experience with TextParty Inc and Entertainment Partners. Outside of his advisory role, he has been involved in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a curated third-party asset manager approach and uses a tiered wrap fee structure for its services.

Matthew Gallo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones for 16 years before joining Wells Fargo Clearing in 2020. 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 process 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 menu.

Daniel Kiley is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2016. Outside of his advisory role, he works as a driver for a ride-sharing service. 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.

Stephen Rataj is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Stifel Financial Corporation for five years before joining Wells Fargo in 2018. Outside of his advisory role, he manages a rental property in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory.

Deborah Hermerding is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, employing model-based and discretionary investment strategies designed for a range of clients including individuals, high-net-worth investors, and institutions.

Ryan Kohl is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Bank, Centene, and Northwestern Mutual, as well as a tenure at the University of Missouri - Columbia. 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 approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. 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 investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Noah Mosqueda is a financial advisor with Cetera in St. Louis, Missouri, holding a Series 66 designation and six years of industry experience. He has worked with Renaissance Financial and Securian Financial Services Inc. Prior to his advisory career, he served as a platoon leader in the Army National Guard. Mosqueda is also a member of the advisory board for Friends of Kids with Cancer, contributing to community outreach and event organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with various portfolio management and retirement services, supporting both discretionary and non-discretionary account management.

Cody Allsman is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions Inc and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations through discrete engagements.

Tyler Simmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory work, he is involved with Images Agency, a talent agency, where he performs talent acquisition. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various model portfolios and customized strategies.

Jonathan Laurent is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has nine years of industry experience and has been with Wells Fargo Clearing Services LLC 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kennedy Mayweather is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Kennedy works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve those objectives. Kennedy provides ongoing advice and adapts portfolio strategies as clients' situations evolve. Kennedy's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kennedy holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. Kennedy earned a High School Diploma from Collinsville High School. Outside of professional duties, Kennedy has interests in football, pickleball, running, and tennis.