Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses, with five years of industry experience. He has worked at Edward Jones since 2023 and previously was with Wells Fargo Investment Institute, Inc. from 2021 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Ryan Stookey is a financial advisor with Ameriprise Financial Services in Webster Groves, MO, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Ameriprise totaling five years and a 15-year period at Aflac. He is involved in independent insurance brokering related to disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and tax-aware withdrawal strategies.

Rebecca Rogers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a sales consultant for scented candles and warmers with Scentsy USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through over 14,000 financial advisors.

Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. 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 to support asset allocation and planning analyses.

Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Toby Meador is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a parents' trust. 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 financial planning and investment services tailored to clients meeting specific net-worth criteria.

Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.

Matthew Bernstein is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Apex Systems LLC and Enterprise Bank and Trust. Outside of his advisory role, Bernstein officiates high school basketball games in Missouri through organizations such as MSHSAA and JCC St. Louis. 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 advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and demographics.

Clinton Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Richard Polchinski is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Brogan Financial Inc., and Wells Fargo Advisors. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Wankel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interests in farm real estate and agricultural investment operations in Illinois. 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 broad range of brokerage and advisory solutions.

William Devine is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Devine serves as an assistant coach for the St. Francis Borgia High School trap shooting team and owns a small hay production and egg-selling business, as well as other private ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charities. The firm offers a variety of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

James Cummings is a financial advisor at Stifel with nine years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing Services LLC. Prior to his financial career, he was employed at The Broadway Hotel - The Roof and attended the University of Missouri. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Thies is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at A. G. Edwards & Sons, Inc. in 2008. Outside of his advisory role, he works as an independent soccer referee in the St. Louis area. 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 uses research and analytics to inform its investment approach and offers both brokerage and advisory solutions.

Dominic Corvington is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, bringing 10 years of industry experience at the firm since 2016. Outside of his advisory role, he is involved in several business ventures, including a used shoe reselling operation, a modeling agency, and a co-ownership position in a beverage company that facilitates communication with a farmer's market. 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 network of financial advisors and branch offices nationwide.

Robert Frosch is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing Services since 2017 and previously held positions at Robert Half International, RAFCO, LLC, and Barnes & Noble Booksellers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning specialties, including business-owner transition and special-needs analysis.

Jamie Mcpike is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Jamie worked at The Boeing Company and has also been involved with Stark Enterprises, Inc. (Dairy Queen). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls to address conflicts of interest.

Kyle Kersting is a CFP® with 15 years of industry experience, all spent at Edward Jones since 2011. He holds the Series 66 designation and is based in Webster Groves, MO. 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 under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Cole Knutson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is an owner/investor in a massage therapy business called Cloud Nine Wellness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.