Timothy Mc Clelland 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 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Halm is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1998. 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 strategies supported by a large network of financial advisors and branch offices.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

Aaron Cole is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

David Woldman is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Edward Jones, Citigroup, US Bancorp Investments, First Bank, Bank of America, and Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

David Rauh is a financial advisor at Edward Jones in Saint Louis, MO, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

George Simon Jr. is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates Simon Financial Group, his independent advisory firm. Prior to this, he worked at UBS Financial Services for nine years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals.

Bryan Rapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of Kava Beverages LLC, a ready-to-drink beverage business based in Saint Louis. 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 and investment solutions through a large nationwide network of advisors and branch offices.

James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Christopher Radzom is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at First Mid Bank & Trust, Raymond James Financial Services, and Commerce Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to deliver tailored retirement planning advice.

Laura Baughman is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO, and has seven years of industry experience. She has worked at Edward Jones since 2007, with a brief period at Athleta from 2021 to 2022. Outside of her advisory role, she contributes as a collaborator and content creator for Sea Captain Coaching, co-presenting seminars and authoring a book sold on Amazon aimed at college students and emerging leaders. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.

Lawrence Clark is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. 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 options, using multi-asset model portfolios and centralized custodial and operational support.

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Brian Graves is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2004. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Douglas Smedley is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Primerica Financial Services, along with nearly a decade at Elekta. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Shane Duggin is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2004 and 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kirk Bouckaert is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 1995. He is a 50% owner of Bouckaert Designs, a business owned jointly with his wife, though he has no active role in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

David Heger is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including 14 years with Edward Jones. 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, operating under a fiduciary standard.

Travis Mayer is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Mayer has also been involved in several business activities such as Blue World Pools Inc and TSWT Acquisition Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,948 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Christina Morales is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Monaco Homes, LTD and Dallas Landscape Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by a large national network of financial advisors and branch offices.