Seth Parker Bosch is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles within the sports and legal sectors. Outside of his advisory work, he is involved in a vacation rental business through Home Town Vacay Rentals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that includes both quantitative and qualitative analysis.

Elijah James is a financial advisor with Ameriprise in Columbia, IL, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2022 and has prior experience at Missouri State University and Columbia School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with detailed planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jacob Wilhelm is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at Wells Fargo Securities, Stifel, and PricewaterhouseCoopers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Switzer is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones since 2019, with prior roles including work at TD Ameritrade and Southern Illinois University Edwardsville. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Lankford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent five years with U.S. Bancorp Investments, Inc. 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Brian Pilon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones and Missouri State University, along with experience in the food service and pool management sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of financial advisors and branch offices.

Charles Fagan is a CFP® professional with 20 years of industry experience, currently associated with Raymond James & Associates since 2011. Based in St. Louis, MO, he holds the Series 66 designation and has spent 15 years with his current firm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and investment consulting primarily through non-discretionary advisory services supported by various portfolio management styles and affiliated research.

Troy Bergeron is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in St. Louis, MO. His previous roles include positions at American Century Investment Services Inc and Scottrade Inc. Outside of finance, he is the owner and president of a franchise specializing in industrial packaging. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

Duane Kliethermes is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation with 10 years of industry experience. Before joining Edward Jones in 2019, he worked at Boeing for seven years. He has participated occasionally as a focus group participant for marketing research. Edward Jones is a 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is also engaged as a food delivery driver for DoorDash and Uber Eats. 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 utilizes research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Erin Reed is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. 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.

Taylor Looney is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Taylor worked with Securian Financial Services and Minnesota Life Insurance Company. Outside of advising, Taylor is also involved with Renaissance Financial, where they provide securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through multiple program structures and custodial arrangements.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of financial advisors.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ferris, Baker Watts, LLC from 2001 to 2004. Outside of his advisory role, Smith owns and operates a sports cards and memorabilia business based in Charlotte, NC. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with First Clearing from 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory and brokerage solutions, leveraging substantial assets under management and integrating investment research with a focus on diversification and modern portfolio theory.

Ashley Moellenhoff is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 with a brief earlier tenure and has held various roles outside of finance, including positions at Lowe's, Southeast Missouri State University, and The Home Depot. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Melinda Freshour is a Series 66-licensed advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 12 years of industry experience, including 10 years with Wells Fargo Clearing. 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.