Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Nancy Werner is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Epsilon (ADS Alliance Data Systems) for 21 years and has experience as a marketing consultant and a role at Lindenwood University. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jessica Kim is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has spent her entire advisory career at Edward Jones, with prior experience in other industries including a brief role at Aerotek. Outside of finance, she has worked as a waitress at a restaurant in Valley Park, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets under management.

Kammeron Hibdon is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel Nicolaus & Co Inc. in 2021. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jacob Giaccotto is a financial advisor at Edward Jones in St. Charles, Missouri, holding a Series 66 designation with nine years of industry experience. He previously worked at Midland States Bank from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he sings in a Renaissance choir based in Sappington, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Curt Kruse is a financial advisor with Wells Fargo Clearing in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as co-trustee for a family trust and is treasurer for a local homeowner’s association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Frierdich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Owl Health, Relias, and Swank Healthcare. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations, with implementation requiring separate arrangements.

Aaron Ezell is a financial advisor with Edward Jones in Olivette, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Meredith Meyer is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management and Scottrade. Outside of finance, she owns a small business producing and selling dips at farmers' markets and festivals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Collin Mayer is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at TD Ameritrade and several years in the consumer services sector. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and a centralized operational structure.

John Lawlor is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Lawlor serves as an alumni board member for Chaminade College Prep in Saint Louis, MO, contributing to the school's alumni community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

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.

Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. 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 range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Rotter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp and Central Trust Bank. Outside of his advisory role, he also serves in a fiduciary capacity for a family trust. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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.

Kevin Daniels is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at various firms such as United Planners' Financial Services of America and SECURITIES AMERICA, Inc. Outside of financial advising, he serves as chairman of the board of a nonprofit organization, Reclaim Christian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Michael Smith is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. 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 strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.