James Pohlman Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Kevin O’Bannon is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Micah Davie is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. He has five years of industry experience, including roles outside financial services in the automotive and retail sectors. Davie serves as an assistant coach for the Francis Howell Central Hockey Club, focusing on developing high school hockey players. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account services, maintaining separate planning and investment management functions.

Kirsten Campbell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at Washington University School of Medicine. 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 advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Dale Roethemeyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advisory services, he is the owner of Elk Wallow LLC, a rental property business in Owensville, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

Jeffrey Mc Glawn is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Michael Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Cole Reavis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and providing financial services for seven years. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Cole Taylor is a Wealth Management Advisor and Senior Vice President leading a Wealth Management team for Merrill Lynch Wealth Management in St. Louis, Missouri. With over 25 years of experience in the financial services industry since 1997, Cole specializes in portfolio management and retirement planning. He works closely with clients to help them articulate their financial goals and develop plans aimed at achieving those objectives. As a specially qualified Senior Portfolio Advisor, he provides tailored investment strategies, including discretionary management of custom portfolios and selection from a broad range of Merrill Lynch model portfolios and third-party investment options. His investment approach emphasizes hedge strategies and tax minimization. Cole holds several professional designations issued through the College for Financial Planning Institutes Corp., including the Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from the Pierre Laclede Honors College at the University of Missouri St. Louis with a Bachelor’s degree in Business Administration with an emphasis in finance. Cole is a member of the Eureka Missouri Chamber of Commerce. Outside of his professional commitments, Cole lives in Eureka, Missouri, with his wife Kim, his son Mason, and daughters Addyson and Peyton. He enjoys outdoor activities such as hunting, fishing, golfing, skiing, boating, and traveling, often spending time with his family.

Brook Reeves Cheney is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Vanliner Insurance Company from 2015 to 2017. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving 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 strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.

William Arnold is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Stifel Nicolaus from 2012 to 2018. Outside of his advisory role, he serves as a co-trustee for a friend. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Brian Harris is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 26 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

David Hoft is a financial advisor at Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has prior experience at Kimberly Clark Professional and Caleres, Inc. outside the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers goal-based analyses and planning in areas such as retirement, taxes, and estate planning, with options to combine planning with managed-account services under a consolidated billing arrangement.

Peter Lucier is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America, Inc., Voya Financial Advisors, and Prospéra Financial Services. Outside of his advisory work, he serves as an administrator for D.L.D. Partners Ltd., handling mail and tax documentation support for the partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm employs a range of investment tools and platforms to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Lloyd Naes is a financial advisor at Cetera with 28 years of industry experience. He holds the CFP® and ChFC® designations and has served in various roles at Cetera and related firms since 2013. In addition to his advisory work, he operates a CPA tax consulting and compliance practice under Lloyd Naes and Company, CPA's LLC, which he has managed since 1987. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors and employs a multi-manager platform with diverse program options and custodial relationships.

Thomas Whitmire is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His work history includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Edward Jones. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Krystal Price is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, and has 18 years of industry experience. She has worked with Edward Jones for 19 years since 2007. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches. The firm provides both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options, operating under a fiduciary standard.

Brian Slay is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica, he worked with Maxcess / Rotometrics for over a decade. He is involved in the sale of investment-related products and refers clients to home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies and operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jeffrey Rogles is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.