Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Petkas serves on the board of the Wildwood YMCA and volunteers with the Lions Club in Eureka, MO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by extensive research and a variety of portfolio management styles.

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes multiple roles within Wells Fargo entities since 2009. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation options across brokerage and advisory programs.

Michael Krako is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general member and owner of HCK MJK LLC, a real estate investment business based in Wildwood, Missouri. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

John Hogan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, Wells Fargo Clearing Services, and Merrill, all since 2022. Outside of his advisory role, Hogan volunteers as a high school baseball coach for American Legion Baseball. 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, pension plans, corporations, and charitable organizations.

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Cameron Mc Ginley is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, Mc Ginley coaches hockey and serves as treasurer for a nonprofit organization supporting bereaved young people. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Soucy is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2015. Outside of his advisory role, he works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Noddings is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has worked at firms including Securian Financial Services and Renaissance Financial Corp, where he is actively involved in offering securities, insurance, and advisory services. Outside of his financial advising career, he serves as a Secretary for Herring Design & Development and as a Director for DieCon, supporting contract review and event consulting on a voluntary basis. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Andrew Jensen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Michael Gray is a financial advisor with Merrill based in Clayton, MO, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. Gray serves as a trustee for personal living trusts. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Cleary is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Prudential Insurance Company of America and OneAmerica Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 registrations and bringing 28 years of industry experience. He has worked across various Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 and third-party databases.

Michael Stagoski is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations. He has eight years of industry experience, including one year at Cejka Search - Cross Country Healthcare before joining Edward Jones in 2017. Outside of his advisory role, he operates an online apparel business called Harbor Bend Designs. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six 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 process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 and external databases.

Christina Shockley is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Christina serves as a board member for Gatewood Wealth Solutions, a for-profit entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting through a large network of investment adviser representatives.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies. He is also active as a non-variable insurance agent in Creve Coeur, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.