Joshua Dixon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, sports and entertainment, and special needs. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing whether to implement advice through various brokerage or advisory programs.

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 been with 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 an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tracy Brinkmeier is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and recommendations of third-party advisers, with an emphasis on client discretion in implementation.

Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.

Ryan Winn is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2014. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Szweda is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Larry Mosier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Ameriprise Financial Services Inc and Wells Fargo Advisors. Outside of finance, he owns Larry Mosier Photography, specializing in dog photography, and serves as Secretary on the Board of Directors for the St Louis Schutzhund Association. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyler Bateman is a financial advisor with Wells Fargo Advisors holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Charles Schwab, and TD Ameritrade. Outside of work, he serves as trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Timothy Walkenhorst is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera and has held roles at several firms including Renaissance Financial Corporation and Minnesota Life Insurance Company. Outside of his advisory work, he is a member of Rotary International. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jonathan Devers is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 credentials. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Amy Brueggemann is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in St. Louis, MO, she has spent the past decade with Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader set of financial product offerings than typical for large institutional advisers.

Laquoria Sharp is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Wells Fargo Clearing and has held prior roles at Wells Fargo Advisors and other firms. Outside of her advisory work, she owns and operates a photo booth business, Blaze and Capture Events, LLC. 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 offers both brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

Justin Irving is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016, as well as Ffp Securities, Inc. since 2006. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Victoria Viefhaus is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services Inc. and Mike Brown Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Dale Alcorn is a financial advisor with LPL Financial based in Wood River, IL, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes extensive tenure at Cuna Mutual Group and CUNA Brokerage Services from 1992 to 2019, followed by roles at Midwest Members Credit Union and LPL Financial since 2019. Outside of advising, he operates a photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Nolan Haake is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Digital Intelligence Systems and Monroe Homes, as well as a position at Southern Illinois University - Edwardsville. 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 third-party sources.

Timothy Diomis is a financial advisor at Edward Jones in Ladue, MO, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2015. He also serves as a FINRA arbitrator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Steven Hendry is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”