Daniel Mumma is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jason Lewis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Potomac Asset Advisors, LLC and Merrill. He is based in St. Louis, MO. 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.

Travis Mayer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a micro coffee roasting business, Solar Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Stroup is a CFP®-certified financial advisor with LPL Financial in St. Louis, MO, where he has worked since 2005. He has 36 years of industry experience, including six years at Edward Jones prior to joining LPL. In addition to his advisory role, he holds life, health, disability, LTC insurance, and fixed annuities licenses. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a large network of over 22,800 advisors.

Joseph Coleman is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Equity Financial Services and First Allied Advisory Services. He serves as a trustee for the Floris B Hemker Private Foundation and the John L & Dorothy M Coleman Trust, and is a volunteer board member for Hope Vineyard Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Levinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he is a singer with the St. Louis Chamber Chorus. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Garrett Pinkley is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with approximately one year of experience in the industry. His prior work includes positions at Midwest Regional Bank, First State Community Bank, and various educational institutions such as the University of Missouri and Hillsboro High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Rachel Dodwell is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2012. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed and advisory solutions, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.

Andrea Nicholas is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Edward Jones for one year before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Tiffany Lopez is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and ten years of industry experience. She has worked within Wells Fargo and its affiliates since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products through a large network of advisors.

Mark Smith is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Joseph Gianino is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network 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 delivered through a network of financial advisors, utilizing proprietary research and tools to develop tailored client recommendations.

Ralph Flowers is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns Golden Mind Group, LLC, where he is involved in life coaching, public speaking, retail sales, and authorship. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized planning services. The firm combines advisory services with other financial products through multiple compensation streams and delivers tailored recommendations using proprietary research and planning tools.

Richard Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with two years of industry experience. He previously worked at Keefe Bruyette & Woods Inc. and spent 14 years at Hollywood Casino St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kevin Gaines is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Donald Frank is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Kennedy Capital Management, Fs2 Capital Partners, and Zacks Investment Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. 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 supported by a large national network of financial advisors and branch offices.

Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Brigman is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop and adjust their financial plans in response to changes in their goals and lives. James has professional experience as a Financial Consultant at Fidelity from 2021 to 2025, as well as serving as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2021.

Ryan Nardin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Missouri National Guard since 2013. 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 national network of financial advisors and branch offices.