Kevin Morkassel is a financial advisor at LPL Enterprise with 14 years of industry experience and holds the Series 66 designation. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Travis Luebbehusen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Wells Fargo Clearing in 2022. He serves as treasurer for the charity Mission 318, where he advises on budgeting and fundraising strategies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Caleb Stear is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His current roles at J.P. Morgan Securities, LLC and JP Morgan Chase bank began in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Hollo is a financial advisor at Stifel with Series 63 and Series 65 licenses and 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 14 years. Outside of his advisory duties, he serves on the boards of the Missouri Botanical Garden, Deer Creek Club, Log Cabin Club, and The Muny in St. Louis. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

Ashley Grothoff is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Matthew Teague is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Waddell & Reed, and Ameriprise. Outside of finance, he works occasionally as a background extra in movie productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Louise Albano Hurley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she has held various roles including consulting for the nonprofit We Stories, where she edits written materials and participates in advocacy projects on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Evan Welker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at several companies, including Compana Pet Brands and Hyvee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Laura Easton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices across the United States.

David Gibson is a financial advisor with Edward Jones in Weldon Spring, MO, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. 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 advisors.

Harold Rutherford is a Series 66-credentialed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Avis Chandler is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to support client decision-making.

Kathleen Youngerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a structured financial planning process and manages approximately $2.74 trillion in client assets.

James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

John Steiner is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, Steiner is a 16.66% owner of Panorama Wealth Partners, LLC, where he provides financial advice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop personalized recommendations delivered through both meetings and written reports.

Nicholas Wright is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as a deacon and trustee at Southern Missionary Baptist Church in Madison, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Deborah Porter is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Focus Partners Wealth LLC, TD Ameritrade, and Scottrade. 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 strategies, separately managed accounts, and affiliated mutual funds.

Timothy Lambert is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is an agent with The Pickett Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Haun is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Wells Fargo Advisors, LLC for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samuel Gengenbacher is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized advisory services.