M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Breunig is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Thomas Simon. 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.

Jakobi Connor is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity since 2021 and previously held roles at TD Ameritrade and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates STL Magic LLC, a business specializing in 3D printing and book publishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Garrett Bernreuter is a CFA® charterholder and holds Series 66 and Series 63 licenses with five years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined in 2024 after roles at Commerce Bank, CitiGroup Global Markets, and Stifel Nicolaus, among others. Outside of his advisory work, he is the owner of Pamela Joan Boutique LLC, a clothing retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Brian Droege is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously held roles at Associate Staffing and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Mark Caselton is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supported by affiliated research and model managers.

Travis Thompson is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Meagan Jehle is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Cetera and has prior experience at Renaissance Financial and Securian Financial Services. Jehle is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors using multiple program structures and custodial relationships.

Ian Somogye is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he has experience in the food and service industries, including roles at Island Vintage Coffee and Waterway Car Wash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 analytics.

Jory Taylor is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing before joining Edward Jones in 2012. Taylor serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Thomas Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2014 and has prior experience with PFS Investments Inc. and M&K Financial Services, Inc. In addition to his advisory role, he is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. 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 offers model-driven investment strategies supported by third-party asset managers and custodians, and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he umpires baseball tournament and league games for Triple-Play Tournaments in St. Charles, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Nicole Anna Mc Ilwaine is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he is the owner and operator of an LLC related to rental properties in Manistee, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luebke is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Digirolamo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a soccer official in the Metro Illinois area. 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 and analytics.

Bradley Tinnin is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked for Prudent Investor Services, Inc. and OSAIC for two decades. Outside of advising, he is a commissioned notary public and has been an independent insurance agent specializing in non-variable insurance since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies.