Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches.

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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.

Sean Morrissey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Richard Krueger is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and with Wells Fargo Advisors, LLC from 2007 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

Jonathan Brandt is a financial advisor at Stifel with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Scottrade for nine years and spent time at Saleeby & Associates and Cutter and Company. He is the founder of Battling Together, an initiative that raises funds for the Leukemia and Lymphoma Society through races and golf events, and he serves on the LLS Visionary Leadership Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and forward-looking capital market assumptions.

Josue Stores is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes positions at TD Ameritrade and Combs Law Group. Outside of finance, he works as a delivery driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special needs analysis. The firm employs Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.

James Andrew is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following six years at Stifel Nicolaus & Co Inc. 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 grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Zachary Fisher is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Ernst & Young and Stifel Financial prior to his current role. Outside of his advisory work, he is a co-owner of a family farm in Payson, Illinois. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance to support client decision-making.

Charles Milton is a financial advisor with Wells Fargo Advisors in Manchester, MO, holding Series 63 and Series 66 licenses and 29 years of industry experience. His career includes roles at Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2009 to 2016, as well as a long tenure at Edward D. Jones and Co. since 1994. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individual and institutional clients.

Jessica Ketcham is a CFP® and Series 66-registered financial advisor with Edward Jones in Troy, Illinois. She has eight years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, she was self-employed for sixteen years and worked in education at Highland CUSD #5 for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors.

James Westbury is a financial advisor with Stifel in St. Louis, MO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

David Bryant is a financial advisor with LPL Financial in St. Louis, Missouri, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Mary Harris is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at multiple Wells Fargo-related entities since 2015, including Wells Fargo Investment Institute and Wells Fargo Advisors Clearing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Craig Avery is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and having 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors and First Clearing. Outside of his advisory role, he teaches survivalist and bushcraft classes through a separate business he owns. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Douglas Noll is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 1986, including time at Stifel Independent Advisors, LLC, and previously worked at Century Securities Associates, Inc. Outside of his advisory role, he serves as treasurer for a local road maintenance association in Wildwood, Missouri. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that use forward-looking market assumptions and probabilistic modeling to support client decision-making.