Destiny Hartsfield is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and worked previously at the University of Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supporting its advisory services with a nationwide network of financial advisors and branch offices.

William Vanronzelen is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities prior to joining Wells Fargo Advisors in 2021. 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 services including retirement, education, risk, and wealth-transfer planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, and clients have flexibility in implementing these through various brokerage and advisory programs.

Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ronald Jagels is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in St. Louis, MO. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Healey is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is also associated with Capital Heights Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of more than 23,000 financial advisors.

Matthew Alpert is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. He serves as co-trustee for a family investment trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Thomas Borich is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1992. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Stephen Wasserman is a financial advisor at Stifel with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1988. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Timothy Kertz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2021. His prior roles include five years at Wells Fargo Clearing. Outside of his advisory work, he serves as president of the endowment committee and a board member for the Metropolitan Theatre of Saint 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 forward-looking capital market assumptions developed by its Investment Strategy Group.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor with LPL Financial in Saint Peters, MO, holding Series 66 and Series 63 credentials and 24 years of industry experience. Her career includes roles at firms such as Stifel Nicolaus, Raymond James Financial Services, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with capabilities including model portfolios, third-party asset management, and institutional platforms.

Kevin Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Moneta. Outside of his advisory career, he operated a self-employed lawn care business for 15 years. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Richardson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His previous roles include a 24-year tenure at U.S. Bancorp Investments, Inc. Prior to that, he has been with RBC Capital Markets and City National Bank since 2025 and 2026, respectively. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Scott Dolan is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at U.S. Bancorp Investments and US Bank. Outside of his advisory work, Dolan is involved in multiple nonprofit and community organizations, including serving as President of the Board of Trustees at Lift for Life Academy and as Treasurer of the Campbell House Museum. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward-looking capital market assumptions developed by its Investment Strategy Group.

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. Charles Schwab 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

David Smith is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of his advisory role, Smith owns and manages an RV park through Eastfork Holdings LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investments using model-driven portfolios and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Joseph Schranck is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Paychex, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of bundled advisory, brokerage, custody, and cash-sweep services. The firm features a client relationship model that blends primarily non-discretionary advisory with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment due diligence.