Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Beyond Wealth Advisors, Raymond James, and American Century Investment Services. She is also involved with The Opus Group, where she serves as a financial advisor focusing on insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.

Julie Breault is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at First Bankers' Banc Securities, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she owns and operates a craft business making bracelets and other items, and co-owns a wine business with her spouse; she also works part-time as a bartender at a cigar lounge. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu than many peers, featuring insurance-related products and bank deposit sweep options.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked for QuikTrip for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute along with third-party analytics.

William Maguire is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he is involved in managing a short-term rental property. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services to individual and institutional clients.

Robin Diedrich is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Edward Jones since 1993. He serves as an Investment Committee Member for the Lutheran Foundation of St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches.

Anna Lee is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing Services and had experience outside finance at Barnes and Noble and Film Scene. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with services including retirement, education, risk, and wealth-transfer planning.

Meghan Black is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

August Hummert IV is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023. Prior to this, he held positions at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2023. Outside of his advisory role, he is involved with Retire On Time LLC, a tax and investment-related business entity. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies delivered by its network of investment adviser representatives.

William Martiniere is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, MO, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is involved in political activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Mark Munsterman is a financial advisor with Edward Jones in Town & Country, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a shareholder in Hawgeyes LLC, an LLC formed to purchase Cardinals tickets. 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 and investment options, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Brad Meador is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of Springfield, Valic Financial Advisors, Scottrade, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he owns an online store called BradsTreasureChest.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various model portfolio and institutional platforms.

Natalea Simmons is a CFP® professional with over 23 years of industry experience. She currently works at Stifel and has prior experience at Bank of America and Merrill Lynch. 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 asset allocation methodologies.

Adam Meyer is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 licenses. 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 supported by a nationwide network of more than 23,700 financial advisors.

Daniel West is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional experience centers on partnering with clients to develop financial plans tailored to their individual goals, preferences, and investment experience. Daniel's approach involves exploring each client's unique situation, conducting data and analysis related to investment and retirement planning, and assisting in identifying clear action steps. He holds an AR Insurance License, supporting his advisory capabilities. Outside of his professional work, Daniel engages in family activities and personal interests such as fitness, hiking, motorcycles, and parenthood.

Georgeo Frazer II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Advisors. Prior to his advisory roles, he was employed at Paycom Payroll LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Allison Imbriglia is a CFP® and ChFC® with 11 years of industry experience. She is currently with LPL Enterprise and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Imbriglia is a co-founder of Front Porch Financial, an affiliated business related to her LPL activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and other entities through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Stacy Kliethermes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she owns a photography business specializing in family, senior, and newborn portraits and occasionally works as a second photographer. 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 and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Timothy Marsh is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Carson Steiner is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various positions including roles at Glen Echo Country Club, NorthStar Wealth Navigation, and FedEx Ground. He attended the University of Missouri - St. Louis from 2021 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Charles Smart is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated investment and trust services.