August Brandt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Real Equity Management and has been involved with the Old Warson Country Club as a bartender since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jeffrey Rettman is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Randstad, and Edward Jones. 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 asset allocation methodologies developed by its Investment Strategy Group.

Matthew Bromley is a financial advisor at Edward Jones with 22 years at the firm and 15 years of industry experience. He holds a Series 66 designation and is based in Ballwin, MO. 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.

James Schier is a CFP®-designated financial advisor with 11 years of industry experience, currently with Cetera in St. Louis, MO. He has worked at Cetera Wealth Services since 2023 and previously served at Minnesota Life and Securian Financial Services. Schier is a board member of the Sigma Tau Gamma Alumni Association and participates in community and networking groups, including serving as president of a BNI networking group and volunteering on the finance committee of City Garden Montessori School. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Jonathan Westbrook Meeks is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and K Force before joining Edward Jones. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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, and operates under a fiduciary standard.

Janet Ianniello is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she volunteers at St. Lukes Hospital, assisting visitors and working in the hospital gift shop. 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 approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Crystal Kraus is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Debron Enterprises and the Better Business Bureau. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Denise Reed is a financial advisor at Cetera with 31 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Cetera and its affiliated entities since 2007. Outside of her advisory role, she is involved as an enrolled agent providing tax preparation and accounting services and is an organizer for the Gravois Township Democrats. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Lukas Bridenbeck is a CFP® professional with 10 years of industry experience, currently advising at Raymond James & Associates. His previous roles include positions at Northern Trust Securities, Inc. and Northern Trust Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele including individuals, institutions, pension plans, and governmental entities. The firm offers tailored financial planning and consulting services, drawing on a broad range of portfolio management styles and affiliated research.

Ryan Freeman is a Series 66-licensed financial advisor with Edward Jones in Brentwood, MO, where he has worked since 2024. He has one year of industry experience and previously held positions at Best Buy, Rosch Company, and Zickel Flooring. Outside of his advisory role, he is a drummer for a local cover band called The Sidewinders. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than many large institutional advisers.

Brian Horner is a Series 66-licensed financial advisor with Thrivent Investment Management, based in St. Louis, MO. He has three years of industry experience, all with Thrivent and its affiliates. Outside of his advisory role, he serves as a board member for the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers a combination of planning and managed-account services through a consolidated billing program called “WealthPlan,” maintaining planning and management as separate services.

Paul Rhea is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Edward Jones and has previously worked at Krilogy Financial, Black Knight Financial Services, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Kirby Bock is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he has involvement in a rental property business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with optional implementation through multiple brokerage and advisory programs.

Matthew Arnold is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has been with Edward Jones since 2000. Arnold serves as a board member on the Southern Illinois University Carbondale Department of Finance External Advisory Board, providing feedback on the curriculum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. 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. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brooke Cash is a financial advisor with Stifel, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel, Brooke worked at Merrill for three years and has experience in healthcare solutions and dental laboratory sectors. 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 allocation methodologies.

Eugene Carter is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at prominent firms including Merrill Lynch and Bank of America prior to joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation solutions.

Elliott Hegger is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, Elliott worked in various roles at companies including T-Mobile, FedEx, DoorDash, and UPS. Charles Schwab serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.