Aaron Stewart is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. He previously worked at THE O.N. Equity Sales Company and Ohio National Financial Services for 17 years. Outside of his advisory role, Stewart is involved in business consulting as a coach and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Jonathan Carter is a Series 66 licensed financial advisor at Merrill with five years of industry experience. He has worked at firms including J.P. Morgan Securities and Renaissance Financial Corporation. Outside of his advisory role, he owns and operates an online clothing store, Streamlined Digital Solutions LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Forgerson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Smith Barney, Edward Jones, and Scottrade Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Thornton is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2017 and has concurrent work history at Ritz-Carlton Hotel since 2000. Thornton holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets.

Karla Ukman is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.

William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Alicia Barry is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and roughly $671 billion in assets under management.

Emily Eslick is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward D. Jones and Co., LP since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Lindsey Kenner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 years of industry experience. Lindsey has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Jacob Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he held positions at KForce, Missouri Baptist University, and Walgreens. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Frierdich is a financial advisor with RBC Capital Markets in St. Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, and service in the United States Air Force and Washington Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and affiliated asset management capabilities.

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

William Camden is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Anhueser-Busch Inbev and several other companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Beth Lastrina is a financial advisor with Edward Jones in Chesterfield, MO, holding CFP® and Series 66 credentials with eight years of industry experience. She has been with Edward Jones since 2017, including her current role from 2019 to present. Prior to her advisory career, she was a homemaker for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

Joseph Peterka is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with Renaissance Financial Corp. and Minnesota Life Insurance Co. among other firms. Peterka serves as a trustee on the finance committee at Crossroads Presbyterian Fellowship and is involved as a trustee of a nonprofit cemetery association. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hayley Lu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Kennedy Capital Management and held roles at Saint Louis University, including in its ITS department. 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 with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary services under a fiduciary standard.

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sharon Roggentine is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Scottrade, Inc. before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Stephen Knoebber is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, working in various capacities within the firm. Outside of advising, he owns Confluence Limited LLC, which supports his practice by covering rent and employee salaries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.