Jeffrey Kirkpatrick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Timothy Smith is a ChFC®-designated financial advisor with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is based in Chesterfield, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in individual and group life insurance sales and owns a financial LLC for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative financial planning process using firm-approved software and delivers written recommendations without investment discretion.

Nicole Mc Cutcheon is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 14 years of industry experience. She has been with Edward Jones since 2011. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Corey Miller is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 designations 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Douglas Galantowicz is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He previously worked at Scottrade Inc. from 2011 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.

Abigail Huckabee is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Mercy Investment Services, Inc., Saint Louis MetroMarket, and Washington University in St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a combination of proprietary research and third-party data.

Matthew Merrick is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2010. Outside of his advisory role, Merrick works as a mortgage loan originator and sells individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative planning engagements.

Rodney Patt is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc. and Osaic Wealth. Outside of financial advising, he owns and operates multiple non-investment businesses, including equipment rental, excavation, a campground, and administrative services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and uses model-driven investment strategies complemented by discretionary management and third-party custodians.

De Abrion Joyner is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Edward Jones, Joyner worked at Wells Fargo Clearing Services, TD Ameritrade, and held various roles in educational districts and dining services. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Natasha Thaman is a CFP® professional with six years of experience in the financial industry. She currently works at Edward Jones and has previously held roles at Apollon Wealth Management, Charleston Center for Cosmetic & Restorative Dentistry, Commerce Bank & Trust, and Buckingham Asset Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Rebecca Lammert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of experience. Her prior work includes roles at Keystone Staffing and Tech Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Scott Schwager is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds the Series 63 designation and has worked previously at Country Financial, FBL Marketing Services, FBL Financial Group, and Farmers Financial Solutions. Schwager returned to Edward Jones in 2026 after an earlier tenure from 2019 to 2020. Edward Jones serves more than four million individual and institutional clients, offering a full range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

Steven Stork is a Series 66 licensed financial advisor with Edward Jones in Manchester, MO, where he has worked since 2011. He has 14 years of experience in the industry. Stork serves as a board member for the Mid-East Area Agency on Aging, contributing to initiatives for improving and funding the local senior center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 financial advisors.

Spencer Seher is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Douglas Creech is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and IBM. Outside of his advisory role, Creech serves on development and planned giving boards for nonprofit organizations focused on early intervention services for children and families and supports fundraising efforts for a charitable public safety organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Payton is a CFP® with Edward Jones in Maryland Heights, MO, where he has worked since 2018. He has three years of industry experience and previously worked for seven years at Washington University in St. Louis. Outside of his advisory role, he and his spouse own and manage three rental properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

James Sayler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His work history includes roles at Datatex Investment Services, K.W. Chambers & Co., and MSMF Wealth Management. In addition to his advisory work, he operates a tax and accounting business as an enrolled agent, preparing individual tax returns. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party managers.

David Gunn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.