Dori Stegmann is a Series 66-licensed financial advisor with Morgan Stanley, based in Clayton, MO, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and proprietary tools, focusing on advisory services without individual security recommendations in its standalone planning programs.

Christopher Koertge is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Scottrade. Outside of his advisory role, he occasionally takes on freelance graphic design projects. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jared Woods is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Invictus Group and Guardian Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kathryn Warchol is a financial advisor at Edward Jones in Clayton, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of advising, she is a consultant for Rodan and Fields, a skin care company, with no active responsibilities. 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 through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Kimberly Akuna is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Ameriprise from 2019 to 2022 and has been employed by BJC Healthcare as an exercise specialist since 2015. Outside of her advisory role, she operates a private yoga instruction business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process supported by firm-approved tools and research.

Peggy Rakers is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 designations. She has 29 years of industry experience, including 13 years with Benjamin F. Edwards prior to joining Raymond James in 2025. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

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.

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 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he has experience working in the food service and car wash industries. 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 the Wells Fargo Investment Institute.

Kevin Edwards is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Capital Corp., and he is a member of CEC Financial Group LLC and Creason-Edwards & Cimarollo, PC, where he also prepares tax returns. He manages an LLC that owns a plane rented to flight school students. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. 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 model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Luis Serrato is a financial advisor with J.P. Morgan Securities in Saint Louis, MO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked exclusively with J.P. Morgan-affiliated entities throughout his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis.

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 for the Metro Illinois league. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Teri Metter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Matthew Johnson is a financial advisor with Edward Jones in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the owner of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.