Jazmine Hartzel is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Her prior roles include positions at Condado Group Inc, Disys, Northwestern Mutual, and other organizations. 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 and analytics.

Robert Bagby is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He owns an RV rental and storage business and acts as a trust protector for his father's living and family trusts. 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 and analytics.

Justin Eads is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, focusing on wealth management solutions. Details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement were not provided.

Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Beyond Wealth Advisors, Raymond James, and American Century Investment Services. She is also involved with The Opus Group, where she serves as a financial advisor focusing on insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.

Julie Breault is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2008, with prior experience at First Bankers' Banc Securities and U.S. Bancorp Investments. Outside of finance, she owns and operates two small businesses focused on crafts and wine, and works part-time as a bartender at a cigar lounge. 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 utilizes research-based, diversification-focused investment approaches while offering a range of brokerage and advisory solutions.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked for QuikTrip for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute along with third-party analytics.

William Maguire is a Series 66 licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 17 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he is a landlord for a short-term rental property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored recommendations.

Anna Lee is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to her financial career, she held roles at Barnes and Noble and Film Scene. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Meghan Black is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

William Martiniere is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, MO, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is involved in political activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Patrick Walker is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial planning professionals dedicated to delivering personalized care to each client. His leadership role focuses on overseeing branch operations and guiding his team to meet the high standards set by Fidelity. Patrick has extensive experience within Fidelity Investments, having served as Vice President, Regional Planning Consultant from 2021 to 2026, Financial Consultant from 2017 to 2021, and Investment Consultant in 2017. Prior to joining Fidelity, he gained experience as a Project Manager Analyst at Commerce Bank from 2015 to 2016, Financial Advisor at UBS from 2013 to 2015, and Licensed Banker at Wells Fargo from 2011 to 2012. Outside of his professional responsibilities, Patrick enjoys attending concerts and traveling.

Daniel West is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional experience centers on partnering with clients to develop financial plans tailored to their individual goals, preferences, and investment experience. Daniel's approach involves exploring each client's unique situation, conducting data and analysis related to investment and retirement planning, and assisting in identifying clear action steps. He holds an AR Insurance License, supporting his advisory capabilities. Outside of his professional work, Daniel engages in family activities and personal interests such as fitness, hiking, motorcycles, and parenthood.

Allison Imbriglia is a CFP® and ChFC® with 11 years of industry experience. She is currently with LPL Enterprise and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Imbriglia is a co-founder of Front Porch Financial, an affiliated business related to her LPL activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and other entities through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Timothy Marsh is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Christopher Alexander is a financial advisor at LPL Enterprise with 25 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of advisory work, he is employed as a table games manager at Argosy Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily offers model-driven investment solutions and access to third-party asset managers, along with affiliated insurance and trust services.

Gerald Wunderlich is a financial advisor with Stifel in Alton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1988 and concurrently serves the City of Alton in a public capacity since 1983. Outside of his advisory role, he is the treasurer of the Laura Lofts Home Owners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Gregory Kimack is a financial advisor at Cetera with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Equitable Advisors and AXA Advisors. He also owns Greg Kimack LLC, an expense management business established for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

James Estes is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of his advisory work, he serves as Vice President of VP Saint Louis, a fraternal community organization where he assists in meeting planning and organization. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Zeldin is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been involved with the Jewish Federation of St. Louis since 2000. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.