Brian Watkins is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of finance, Watkins is a recording artist and songwriter, publishing music on streaming platforms such as Spotify and Apple Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling tools.

Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Hayes is a financial advisor with LPL Financial, holding the Series 66 designation and eight years of industry experience. He has previously worked at Edward Jones for eight years and currently maintains roles with Central Bank and LPL Financial. Hayes also serves as a branch manager at Central Trust Bank in Des Peres, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports its advisors with research tools and various institutional platforms.

James Rotter is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with several firms, including INVEST Financial Corp and Central Trust Bank, where he continues to serve in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Tarter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Steven Low is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has six years of industry experience, including roles at Wells Fargo NA and PlainsCapital Bank before joining Edward Jones in 2025. He is based in St. Louis, MO. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

David Reichert III is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He has been with Edward Jones for 20 years and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as Board Chair and Consultant/Advisor for the Endangered Wolf Center and works as a part-time arbitrator for FINRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Andrea Bryant is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she sells fragranced wax and warmers through Scentsy on a consulting basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large retail advisor and branch network, along with affiliated investment and lending services.

Deana Prewitt is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

Joseph Ridder is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2014. 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 advisory programs and investment solutions through a nationwide network of approximately 23,701 advisors.

Todd Turpin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2023 with additional prior roles at Fifth Third Securities, Fifth Third Bank, Success Mortgage Partners, and other financial institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Deborah Katich is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, Missouri. She has 11 years of industry experience and has been with Edward Jones since 2016. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michael Smith is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Timothy Minton is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 63 credentials. He has 26 years of industry experience, including 14 years at The O.N. Equity Sales Company before joining Edward Jones in 2018. 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 and investment solutions supported by a large nationwide network of advisors and branches.

Jason Gray is a Certified Financial Planner (CFP®) with 17 years of industry experience and has been with Edward Jones since 2007. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Stephen Mueller is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and Ohio National Financial Services. Outside of his advisory role, he and his wife jointly own and manage a rental property listed on Airbnb and VRBO, where he occasionally performs maintenance work. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management with access to various investment strategies and third-party managers.

Edward Phelan Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His previous work includes roles at Integrated Payroll Services, the University of Dayton, and the Archdiocese of St. Louis. He serves on the Alumni Board of Chaminade College Preparatory School, assisting with fundraising and involvement events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Theodore Sanders is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Henry is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. He serves as Treasurer on the Board of Directors for Concord Church in St. Louis. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized, algorithm-supported recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Thomas Valenza is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he has operated Mannino's Market since 2006. 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.