Bradley Sabin is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Wilson is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 65 and Series 63 credentials and with 28 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Ladue School District Finance & Facilities Committee, providing input on planning and operational efficiency for district facilities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies. Their approach integrates investment research, third-party data, and algorithmic tools within a defined investment ecosystem.

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

Julie Thompson is a financial advisor at Fidelity with one year of industry experience. She previously worked at Super Bright LEDs and Starbucks before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee registered investment companies.

Susan Beckmann is a financial advisor at Edward Jones with 22 years of industry experience. She has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. 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 strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Joseph Costello is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Commerce Bank and Commerce Brokerage Services, Inc. since 2008 and joined LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing multiple management approaches and research resources.

Brock Ayers is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo firms since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services covering areas such as cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Robert Mcnamee is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America for over two decades and was affiliated with Pruco Securities, LLC during that time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management arrangements through an integrated platform that combines advisory programs with brokerage and insurance product offerings.

Matthew Westphal is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Quincy University from 2016 to 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations through annual, collaborative client relationships.

Andrew Beckerdite is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he officiates youth sports through STLSTRIPES, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Wexelman is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1982, including a 15-year tenure at Bank of America, N.A. as part of his career. Merrill, along 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 strategies tailored to individuals, high-net-worth clients, and institutional investors.

Benjamin Thompson is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. 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 network of financial advisors and branch offices.

Andrew Busby is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and has additional experience with MassMutual Life Insurance Company dating back to 2016. Outside of his advisory work, he serves as treasurer for the Lindbergh High School Soccer Booster, where he helps manage expenses and fundraising efforts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars as part of its comprehensive approach.

Kyle Hanlon is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked at Postland State University from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Martin Bry III is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in the Lost Tribesman Investment Club, a private investment group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked for Edward Jones for eight years. Outside of his advisory role, he is involved in a rental property business called Home Town Vacay Rentals. J.P. Morgan Securities 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 approach.

Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jacob Wilhelm is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 credentials. Prior to his current role, he worked at Wells Fargo Securities, LLC, Stifel, and PricewaterhouseCoopers. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Rogers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment offering.