Kevyn Schroeder is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Schroeder is involved in several healthcare-related nonprofit boards, including serving as chairperson of the Visiting Nurses Association Endowment Board. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Daniel Dial is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Zachary Bukhshtaber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edible Arrangements, Sprint, Multiply, Lyft, and All American Appliance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a broad range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Taylor is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He is based in Maryland Heights, MO. Outside of his advisory role, Taylor serves as Cub Master for Cub Scout Pack 103 in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Alex Winkelman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on understanding the priorities of clients and their families to develop financial plans tailored to their specific needs. He emphasizes the importance of having a financial plan that evolves with ongoing life events. Alex has been with Fidelity Investments since 2020, starting as a Financial Representative, then advancing to Investment Consultant in 2021 before becoming a Financial Consultant in 2022. His experience encompasses creating and implementing financial plans and monitoring them to help clients work toward their goals.

Jared Grillo is a financial advisor at Edward Jones with a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2010. 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 large national network of advisors and branch offices.

Katherine Frick is a financial advisor at Edward Jones with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 2014. 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.

Cory Haberkorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at S-Docs, Salesforce, TD Ameritrade, and Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michael Gagala is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, Russell Investments Financial Services, Lazard Asset Management, and other investment firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through advisor-client meetings and written communications.

David Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and serves as an adjunct professor teaching marketing at McKendree University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research-driven investment approaches and providing both brokerage and advisory solutions.

Diane Young is a Series 66 licensed financial advisor with Edward Jones, based in Wildwood, MO. She has 18 years of industry experience and 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kyle Schafermeyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at PennyMac and Aerotek, as well as a background in the food service industry with Malone's Grill and Pub. 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 databases.

James Vasser is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 19 years of industry experience. Before joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. 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 charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Troy Broeker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Missouri from 2016 to 2018. 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 discretionary and non-discretionary investment strategies through a large network of advisors and branch offices nationwide.

David Kasich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Bank of America, Merrill, and Edward Jones. He is based in Brentwood, MO. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Ledford is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Home Depot. Ledford is also a member of Escrowplex, LLC, a software escrow service, though this activity is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Talbot Quintero is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Zachary Gerleman is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and LPL Enterprise. Outside of finance, he has experience in various service and retail positions. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory within custodial platform constraints.

David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. 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 and allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.