William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Cole Frierdich is a financial advisor with RBC Capital Markets in St. Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, and service in the United States Air Force and Washington Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and affiliated asset management capabilities.

William Camden is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Anhueser-Busch Inbev and several other companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Beth Lastrina is a financial advisor with Edward Jones in Chesterfield, MO, holding CFP® and Series 66 credentials with eight years of industry experience. She has been with Edward Jones since 2017, including her current role from 2019 to present. Prior to her advisory career, she was a homemaker for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

Joseph Peterka is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with Renaissance Financial Corp. and Minnesota Life Insurance Co. among other firms. Peterka serves as a trustee on the finance committee at Crossroads Presbyterian Fellowship and is involved as a trustee of a nonprofit cemetery association. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hayley Lu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Kennedy Capital Management and held roles at Saint Louis University, including in its ITS department. 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 strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary services under a fiduciary standard.

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sharon Roggentine is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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 tax-efficient services.

Stephen Knoebber is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, working in various capacities within the firm. Outside of advising, he owns Confluence Limited LLC, which supports his practice by covering rent and employee salaries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 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, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

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

Matthew Wofford is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 63 and Series 65 licenses and is based in St. Louis, 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Lynn Gorsuch is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Whatton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Aegis Capital Corp, among others. He serves as a trustee for a family trust outside of his advisory duties. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions.

Dustin Brown is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and has been associated with Hake Investment Group since 2015, where he serves as an associate and Director of Branch Client Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Allison Mathias is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Investments and PNC Bank. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of specialized planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Robert Scafa is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2020 and concurrently serves First Community Credit Union, where he has been involved since 2014. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, First Brokerage America, Natcity Investments, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Timothy Winningham is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Outside of his advisory role, he officiates NCAA baseball games, managing travel and related responsibilities as an umpire. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Jerome Zitzmann is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel and Wells Fargo Clearing during his career, including an initial 18-year tenure at Stifel followed by seven years at Wells Fargo and a return to Stifel in 2023. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.