Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Cameron Mc Ginley is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, Mc Ginley coaches hockey and serves as treasurer for a nonprofit organization supporting bereaved young people. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Soucy is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2015. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Noddings is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has worked at firms including Securian Financial Services and Renaissance Financial Corp, where he is actively involved in offering securities, insurance, and advisory services. Outside of his financial advising career, he serves as a Secretary for Herring Design & Development and as a Director for DieCon, supporting contract review and event consulting on a voluntary basis. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Andrew Jensen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 investment strategies and affiliated services under a fiduciary standard.

Michael Gray is a financial advisor with Merrill based in Clayton, MO, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. Gray serves as a trustee for personal living trusts. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with affluent clients to help them preserve and grow their desired lifestyle into and through retirement. Matthew specializes in building and managing long-term retirement plans designed to provide clients with confidence about their future, taking the time to listen and educate clients about their choices and fostering long-term relationships that extend beyond the individual to their families. He leads an administrative staff committed to delivering a high level of service and integrity and conducts timely reviews and proactive discussions on current economic and social issues. Matthew has over 10 years of experience in the financial industry. Prior to joining Merrill Lynch Wealth Management in March 2022, he served as a Financial Advisor for Wells Fargo. His expertise includes employee benefits planning, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, sports and entertainment, and retirement income. He earned his Chartered Financial Consultant® (ChFC®) designation in 2019, his Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020, and his Certified Plan Fiduciary Advisor® (CPFA®) designation in 2024. Matthew holds a Bachelor of Science degree from Southeast Missouri State University, where he majored in Marketing and was a four-year letter winner in football. He is a member of the Knights of Columbus and participates in community involvement with Habitats for Humanity. In his free time, Matthew enjoys spending time with his wife Stefanie and daughters Madilyn and Ella, as well as traveling.

Ty Stauss is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including Rawlings Training Center and CQ Capital LLC. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Brian Cleary is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Prudential Insurance Company of America and OneAmerica Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 registrations and bringing 28 years of industry experience. He has worked across various Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Michael Stagoski is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations. He has eight years of industry experience, including one year at Cejka Search - Cross Country Healthcare before joining Edward Jones in 2017. Outside of his advisory role, he operates an online apparel business called Harbor Bend Designs. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 external databases.

Christina Shockley is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Christina serves as a board member for Gatewood Wealth Solutions, a for-profit entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting through a large network of investment adviser representatives.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies. He is also active as a non-variable insurance agent in Creve Coeur, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

James Alberts II is a CFP®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at UBS. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.