Nicholas Simokaitis is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He has been part of Fidelity Investments since 2001, progressing through various positions including Regional Planning Consultant from 2011 to 2021, Vice President Financial Advisor from 2009 to 2011, and Financial Consultant from 2001 to 2009. In his current role, Nicholas supports clients in planning for their financial futures. His career at Fidelity Investments spans over two decades, during which he has developed extensive experience in financial advising and regional planning. Information about his education, credentials, personal interests, or community involvement has not been provided.

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Scott Elger is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Robert W. Baird for 11 years. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Klein is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Saxony Capital Management and Madison Avenue Securities. Klein serves as a board member of EO St. Louis and is involved with the Christ Prince of Peace Knights of Columbus Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing both proprietary strategies and third-party managers across various platform arrangements.

James Akers is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. Akers is based in Ellisville, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Ackerman is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research, Saxony Securities, and Equitable Distributors. Outside of his advisory role, he coaches soccer and basketball in the Chesterfield, Missouri area. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Farmers Financial Solutions, and State Farm. He is also involved in running Joggerst Financial Group, an insurance agency. 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 supported by research and model portfolios from LPL Research and third-party subadvisors.

Wendy Kickham is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2001 and joined Merrill Lynch in 2005. Wendy focuses on clients' goals and concerns by applying the goals-based wealth management process alongside global resources and current web technology to help clients pursue meaningful financial lifestyles. Wendy specializes in simplifying the financial lives of high-net-worth clients by identifying and prioritizing goals such as estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. She develops customized strategies tailored to clients' personal circumstances and preferences. Additionally, she works closely with a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic home financing guidance. As a Senior Portfolio Advisor, Wendy manages discretionary custom investment strategies and selects from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Wendy holds the Chartered Retirement Planning Counselor™ designation and received her MBA from Webster University. She earned a Bachelor of Science in Business and Administration with an emphasis in Finance and Accounting from the University of Missouri – St. Louis. Outside of her professional work, Wendy enjoys hiking, running, and spending time with her family.

Gregory Delargy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 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. Outside of his advisory role, he serves on the financial council committee of St. Joseph Parish in Manchester, MO, assisting with budgeting and financial operations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Justin Trimble is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Hy-Vee, Plumb Supply, and Golds Gym. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kishen Mahendra is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as Traffic Chairman for Veiled Prophet, Ltd., a private civic organization in St. Louis that plans local parades. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, providing brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Gentiana Owen is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 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, operating under a fiduciary standard.

Stephanie Grimm is a financial advisor with Edward Jones in St. Charles, MO, holding a Series 66 designation and 15 years of industry experience. She 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. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Justin Hattenhauer is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and Prudential. He serves as the Treasurer for the International Food and Wine Society, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products through affiliated entities.

Jeffrey David Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and is also affiliated with National Planning Corporation since 2016. Outside of his advisory roles, he is involved as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by proprietary and third-party research.

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Courtney Wright is a CFP® with 10 years of industry experience, currently advising at Ameriprise since 2023. Prior to this, she worked at Benjamin F. Edwards & Co. and Edward Jones. She serves as Vice Chair of the Maryville Community Improvement Board and is the President of the Central Corridor Chapter. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Omar Baig is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliated entities since 2013. In addition to his advisory role, he is involved as a senior partner at Strategic Financial Group and provides tax preparation and accounting services through SFG Consulting, LLC dba Padgett Business Systems. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes 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 money managers.

James Parrott III is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all with Edward Jones since 2016. Outside his advisory role, he is a partner in Los Gemelos Eventos, a catering business where he helps serve at weekend events. 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. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.