James Schuman is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he serves on the Board of the Endowment Fund of the Rotary Club of St. Louis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Ryleigh Farar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Thrivent, Ryleigh worked at Eckhardt Financial Group and held a variety of roles outside finance, including management positions at The Happy Bakery and Crazy Bowls and Wraps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing arrangement.

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.

Beth Trueman is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 13 years at Scottrade, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Katie Kuehler is a CFP®-certified financial advisor with Edward Jones in Clayton, MO, where she has five years of industry experience. Prior to joining Edward Jones in 2021, she worked for eight years at Maritz Global Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Jeffrey Shaffer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Regions Bank and First State Financial Management. Outside of his advisory work, he has a 25% ownership interest in Shaffer Family Hill Farm in Ursa, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan services.

Lauren Howell is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Prior to her advisory career, she operated a clothing boutique for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Melissa Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She 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, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Klingler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. He founded the Missouri Hedge Fund Association, a networking group, in 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.

James Summers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Stifel, Nicolaus & Company Inc., and KPMG Inc. Outside of finance, he is the owner and teacher at Lesson League Inc., a music instruction and performance business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sara Friedman is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Wells Fargo Clearing Services for five years. Outside of finance, she serves as a part-time House Manager at the Touhill Performing Arts Center, where she manages front-of-house staff during performances. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

David Phan is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he contributes photographs as a Shutterstock contributor and is involved in entrepreneurial ventures with his spouse, including managing a health and cosmetic care business and operating a media website featuring book reviews. 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 combines research from Wells Fargo Investment Institute and third-party sources to provide diversified investment solutions through both brokerage and advisory platforms.

Andre Walker is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Securities America Advisors. Outside of his advisory role, he serves as a board member for Forest Park Advisory Board, providing feedback on local park improvements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with comprehensive planning and advisory services, using model-based asset allocation and portfolio optimization tools.

Justin Novak is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years. Novak also serves as a FINRA arbitrator in investment-related cases. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Raymond Breckenkamp is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously held roles at Stifel Independent Advisors, LLC and Edward Jones. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services with an investment approach based on proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Brian Hook is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and LPL Financial. 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 including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

Tondalaya Parker is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Stifel Independent Advisors, STIFEL, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Masterson is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services, operating under a fiduciary standard.

Rovena Qirko is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Her prior work includes a long tenure at Scottrade, Inc. from 2004 to 2021. Outside of her advisory role, she assists with accounting duties at Peppe's Apt 2, a restaurant in Kirkwood, MO. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services, combining non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.