Bradley Sabin is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Benner is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2013 and previously operated Jon & Chris Detailing for 19 years. Outside of his advisory work, he is involved with M&M Wealth Management LLC and serves as a non-variable insurance agent at Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services and supports advisors with various tools and platforms, overseeing over $819 billion in discretionary assets through a large network of investment adviser representatives.

John Caruso III is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Edward Jones since 2019 and several positions at the University of Missouri from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mc Atee Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and branch presence, as well as its affiliated capabilities including a trust company and securities-based lending.

Susan Miller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Edward Jones for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and maintains a large national network of financial advisors and branch offices.

Melissa Kenney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 25 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 through investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Andrew Reinitz is a Financial Advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his advisory work, he serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lori Mackaben is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She worked for Commerce Brokerage Services, Inc. for 24 years prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.

Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.

Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Alexander Ploch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He is also the owner of Ploch Financial Services, Inc., a tax and accounting business, and Ploch Photography, a separate venture focused on photography and sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors nationwide.

Jenna Dawson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013 and also has experience with Michael Kors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

John Laaker is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 nationwide network of approximately 23,701 advisors.

Daniel Valle is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 66 credentials. He has 26 years of industry experience, all with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national presence with approximately 23,701 advisors and 15,121 branch offices.

Daniel Mestres is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has worked at Stifel since 2020 and previously held positions at Cortland, part of Alter Domus Group, and Hertz. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Tyler Poe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is also a music artist under the name MUSIC BY TYLER. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to inform its investment approach, offering both brokerage and advisory solutions across a broad range of financial products.

Alona Shain is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Edward Jones and RGA through various professional employment groups. 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 nationwide network of financial advisors and branch offices.

Martin Bry III is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in the Lost Tribesman Investment Club, a private investment group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.