Christopher Effer is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lisa Malkin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. throughout her career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment services and comprehensive financial planning. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she served multiple terms in the U.S. Navy and has work experience with Amazon.com and Wine Com Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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, supported by a large network of advisors and branch offices nationwide.

Adam King is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Wells Fargo Clearing and several other organizations, including work at a VA hospital and a Catholic school. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using Wells Fargo research and tools to create tailored recommendations. The firm integrates advisory services with other financial products and referral channels.

Lauren Heberer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior work experience in retail and e-commerce, including roles at J. Mclaughlin and as an owner and creator of Halloween costumes sold through Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Vocker is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of his advisory role, he serves as a successor trustee for his parents' revocable living trust. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Robinson is a financial advisor with Cambridge Investment Research Advisors in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has operated his own law practice, Gregory E. Robinson, P.C., since 1992. Outside of his advisory role, he is engaged in legal practice and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm uses multiple platforms and custodians and provides access to both proprietary model strategies and third-party advisers.

Edward Campbell is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Hamlin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 license and four years of industry experience. His prior work includes roles at Aerotek, Robert Half, and Penny Mac Loan Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 27 years of industry experience. He previously worked at Charles Schwab from 2003 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Abate is a financial advisor with Fidelity Investments based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity, Wells Fargo, Charles Schwab, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

David Thornberry is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

David Cherrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Sutter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 13 years of industry experience. His career includes roles at Wells Fargo Advisors, PNC Wealth Management, and Edward Jones. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jordan Lamantia is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Millenia Investments, where he supports lead advisors as an associate advisor. Prior to his financial career, Lamantia operated his own lawn care business for five years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money managers.

Ahmad Mian is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including 30 years at Metlife Securities Inc. and over nine years at MassMutual Investors Services. Outside of his advisory role, he is a part owner of CPMN, LLC and Morghis Real Estate Properties, both involved in real estate, and serves as an advisor to Thomas Insurance Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers a range of investment programs and educational seminars, emphasizing collaborative, goal-based planning without investment discretion for advisers.

Jerad Ford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously at TD Ameritrade from 2018 to 2021, with additional experience in various roles prior to his financial services career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

John Barnard is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and TD Ameritrade, as well as work with the National Park Service and Southern Illinois University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementing those recommendations.