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 with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 65 credentials. He joined Thrivent in 2026 after an extensive career primarily at Kimberly Clark Professional, where he worked for a total of 18 years, with an additional year at Caleres, Inc. prior to that. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various topics, allowing clients to integrate planning with managed-account programs while maintaining separate service structures.

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.

Sara Beste is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. 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 manages over $1 trillion in assets and offers a range of advisory strategies with a nationwide network of financial advisors and branch offices.

Kyle Prewitt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he served in the United States Air Force for 20 years. He is also a co-owner of Urban Fort Play, a children's retail and play space in St. Louis. 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 strategies, separately managed accounts, and affiliated mutual funds.

Christopher Bentler is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank, National Association from 2009 to 2019. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Katherine Ferguson is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO, and has 16 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in fitness instruction, operating a boutique fitness company and teaching Barre classes at a local studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment options, operating under a fiduciary standard.

Michael Dressel is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He worked at UBS Financial Services for 25 years before joining Stifel in 2025. Outside of advisory work, he is the owner of Current River Farms LLC, an agricultural business. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Cathy Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2019 and previously worked at The Boeing Company for 14 years. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Deric Mcspadden is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 credentials with 14 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 nationwide network of financial advisors and branch offices.

Benjamin Stern is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JP Morgan Chase Bank, Wells Fargo Clearing, Wells Fargo Advisors, and TD Ameritrade. Outside of his advisory work, he operates a book publishing LLC focused on writing about the Independent Sacramental Movement. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Steffens is a CFP® and CFA® charterholder with 13 years of industry experience. She has been with Edward Jones in St. Louis, MO, since 2016. Outside of her advisory role, she serves as an assistant troop leader for the Girl Scouts of Eastern Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Kevin Maxim is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America from 2009 to 2020. Outside of his advisory role, he operates Maxim Family Holdings, LLC. 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.

Mandy Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has worked as a Mary Kay beauty consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of advisors and branch offices and provides additional services such as tax-efficient strategies, overlay services, and securities-based lending.