Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments and E*Trade Securities, among other roles. Outside of his advisory work, he is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving license. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Keith St. John is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Edward Jones during his career. Outside of his advisory role, he owns Saint Legg Capital, LLC, and is involved in ridesharing services as an Uber driver and a Turo rental car owner. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Harrison Ivie is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 designations and five years of industry experience. His prior work includes roles at Anderson Hoagland & Company, St. Louis Trust & Family Office, Cerner Corporation, and a position at the London School of Economics and Political Science. 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 through a non-discretionary advisory program.

Jennifer Thornton Mccullough is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes four years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.

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.

Zachary Bess is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016. In addition to his financial career, he has been involved with Quik Trip since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Jason Noakes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2002, with brief prior experience at Citigroup Global Markets. His career has been primarily focused within the Morgan Stanley network. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Joseph Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Saint Louis, MO. He assists in leading the MB Group, a multi-generational family team with offices in Clayton, MO and Ft. Lauderdale, FL, focusing on providing comprehensive wealth management and personalized financial planning services. The MB Group emphasizes building trusting relationships and delivering transparent, client-centered advice to help families align their finances with their long-term goals, utilizing Merrill’s full wealth management resources along with Bank of America’s banking solutions. Mr. Mufson’s areas of expertise include retirement planning, divorce transition planning, executive and equity compensation, family wealth management strategies, liquidity management, portfolio management, tax minimization, and retirement income. He holds multiple professional designations such as Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Goucher College and a master’s degree from the College for Financial Planning. In addition to his professional role, Mr. Mufson is involved in the community through organizations such as the JCC Maccabi Games. Outside of work, he has personal interests that include basketball, reading, tennis, and spending time with his family.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Joshua Dixon is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Cassandra Painter is a financial advisor with LPL Financial in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2010. Outside of her advisory role, she is involved as a project manager and financial analyst with Streamline Orthotics LLC and provides bookkeeping services through Balanced Books Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has been with Cambridge since 2013. Outside of his advisory role, he is a co-founder of The WealthCare Group and serves on the board of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platforms and features proprietary model strategies under the Founders Gate Capital brand.

Tracy Brinkmeier is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and recommendations of third-party advisers, with an emphasis on client discretion in implementation.

Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.