Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Joseph Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Saint Louis, MO. He assists in leading the MB Group, a multi-generational family team with offices in Clayton, MO and Ft. Lauderdale, FL, focusing on providing comprehensive wealth management and personalized financial planning services. The MB Group emphasizes building trusting relationships and delivering transparent, client-centered advice to help families align their finances with their long-term goals, utilizing Merrill’s full wealth management resources along with Bank of America’s banking solutions. Mr. Mufson’s areas of expertise include retirement planning, divorce transition planning, executive and equity compensation, family wealth management strategies, liquidity management, portfolio management, tax minimization, and retirement income. He holds multiple professional designations such as Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Goucher College and a master’s degree from the College for Financial Planning. In addition to his professional role, Mr. Mufson is involved in the community through organizations such as the JCC Maccabi Games. Outside of work, he has personal interests that include basketball, reading, tennis, and spending time with his family.

James Friddell is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, MML Investors Services, MassMutual Life Insurance Company, and UBS Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it also offers access to insurance products and affiliated trust services.

Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Joshua Dixon is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Alexander Miller is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on advanced financial planning strategies and provides guidance to clients to help improve their financial well-being. Alexander has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising, reflecting a deep engagement with markets, economics, and policy. He emphasizes making complex financial concepts simple and treats clients with the same respect and care he would expect for himself. Alexander finds fulfillment in utilizing his knowledge to positively impact the lives of his clients and their families.

Cassandra Painter is a financial advisor with LPL Financial in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2010. Outside of her advisory role, she is involved as a project manager and financial analyst with Streamline Orthotics LLC and provides bookkeeping services through Balanced Books Solutions. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Hardcastle III is a financial advisor at Osaic Wealth Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked at Osaic since 2024 and concurrently is a Medicare representative, selling Medicare Advantage, Part D prescription, and other supplemental Medicare plans through his sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is known for its scale, affiliate network, and recent consolidation activity.

Vincent Taormina is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of finance, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions.

Justin Brown is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc and Century Securities Associates, Inc. Brown is also an associate and branch manager at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Zornes is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Blake Robbins. Outside of advisory work, he is involved with Robbins Financial, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.

Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Gregory Lowhorn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, Jag Capital Management, LLC, Jones Lang Lasalle, and Wyndham Vacation Ownership. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored programs.

Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.

Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. 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 solutions supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hesse is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored client strategies.

Alex Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial professional since 1998 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Alex is committed to providing clients with tailored financial and retirement strategies to help them build a solid foundation for confident decision-making. With over 15 years of experience, Alex offers personalized strategies in areas including retirement planning, trust and estate planning in collaboration with clients' tax accountants and attorneys, long-term care strategies, life insurance strategies, wealth preservation, educational planning, managed strategies, financing purchases, transfer of wealth, and business succession planning. He emphasizes a hands-on approach to ensure clients' short-term and long-term goals are met. Alex graduated from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing finance. He grew up in the St. Louis area and resides in Washington, MO with his wife and two children. He is a member of the Knights of Columbus and involved in his church community.

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.