William Carmody is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1989 and has worked his entire career at Merrill. In 2015, he formed the Carmody-Turner Group alongside his partner Brian Turner and assistant Rick Morrison. The group's clients include physicians, college coaches, entrepreneurs, small business owners, executives, and other high net-worth individuals and their families. They focus on comprehensive wealth planning strategies, collaborating with clients’ legal and tax advisors to help achieve customized financial goals. Bill earned his bachelor's degree from Southwest Missouri State University and obtained his CERTIFIED FINANCIAL PLANNER® certification in 2007. He is also recognized as a Personal Investment Advisor (PIA) and is a member of the Certified Financial Planning Institute. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement planning, and portfolio management services. Originally from Kirkwood, Missouri, where he currently resides with his wife Kathleen and their three children, Bill is deeply involved in his community. He volunteers with several nonprofit organizations such as Operation Food Search, Our Lady of Perpetual Help Food Pantry, St. Patrick Center for the Homeless, St. Peter and Paul Food Kitchen, and The Marin Fund. Outside of work, Bill enjoys antiquing, biking, gardening, hiking, soccer, tennis, and spending time with his family.

Brian Bell is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at City National Bank and J.P. Morgan Securities. He serves on the board of Money Smarts School for Children, a nonprofit focused on increasing financial literacy among youth, where he assists with teaching and awareness efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies through multiple advisory programs, utilizing both in-house and third-party managers to implement portfolios tailored to client risk profiles.

Mitchell Schaedler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Regions Bank and The Charity CFO. He is also commissioned as a notary public in St. Louis County. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, employing various portfolio strategies supported by research and technology tools.

Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Paula Poisson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Pamela Buehne is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked for 10 years. She has 14 years of industry experience. 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 from Wells Fargo Investment Institute.

Jill Sachs is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 14 years of industry experience. She previously operated Sachs Financial from 2011 to 2017 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. She also serves as power of attorney for her mother in St. Louis, MO. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, leveraging research from Wells Fargo Investment Institute and third-party databases.

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Smith is a Series 66 licensed financial advisor with Edward Jones in Florissant, MO, where she has worked since 2017. She has eight years of industry experience and previously held positions at Webster University. Outside of her advisory role, Madison is the founder of Synclarity Associates, a consulting and freelance writing business, and an author for Creative Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services beyond investment advisory.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Ronald Faintich is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices across the United States.

Almir Salihovic is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A.G. Edwards & Sons, Inc. Outside of his advisory role, Bordoni co-owns a family LLC. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Trupti Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Based in St. Louis, MO, Patel provides advisory services within a large institutional environment. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a range of brokerage and advisory solutions.

Pamela Capps is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her prior firms include UBS Financial Services and Morgan Stanley. She is employed by both J.P. Morgan Securities and J.P. Morgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG considerations, supported by a centralized manager solutions team.

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.