Stephen Mathias Jr. is a CFP® with 38 years of industry experience, currently affiliated with Osaic. He has worked at Royal Alliance Associates, Inc. since 1989 and owns S. Mathias & Co. Inc., a firm specializing in tax preparation and business consulting since 1986. Outside of his primary advisory roles, he owns Mathias Risk Mgt., Inc., which provides insurance sales and consulting, as well as identity theft and prepaid legal services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of analytical tools and platforms to manage portfolios across multiple asset classes.

Alec Grabowski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with two years of industry experience. His prior work includes roles at Citigroup, Digital Intelligence Systems, and FCB Bank. Alec is also involved with Digital Intelligence Systems in a business capacity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Nathaniel Ganousis is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience and has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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.

John Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as a trustee of a trust for a niece. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Paige Kendall is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Edward Jones and Edward Jones Trust Company since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Realous Parks is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and JPMorgan Securities LLC. Outside of financial advising, he is involved as a co-owner in several real estate ventures based in St. Louis. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade from 2016 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients through a network of over 4,000 advisors. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Neil Silverman is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Mercer and Summit Strategies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Wei Hsiang Chang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a managing partner of SH Holdings, a real estate rental business in Webster Groves, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

David White Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles at Wells Fargo from 2012 to 2026 and his current position at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Outside of his advisory work, he is involved in business consulting through Fusion Capital Consulting, LLC, and manages related entities focused on consulting and e-commerce. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Nicholas Dragan is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has prior experience at Mass Mutual Investors Services, Metlife Securities, New England Securities, and Merrill. Outside of his advisory role, he is involved in organizing a hockey card show as a hobby. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide array of investment strategies supported by advanced research and operational tools.

Christopher Altmiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 65 credentials and 20 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother’s trusts and IRA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, using research and analytics to support diversified investment approaches.

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he worked in the food service industry with Pizza Man. 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’s investment approach is model-driven, offering access to third-party asset managers and participating in wrap programs, while also providing affiliated trust and insurance services.

Sarah Everding is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 designation. Outside of her advisory role, she is involved in a distributorship selling skincare products with Rodan + Fields. 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 through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Till is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has three years of industry experience, all with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Richard Cohen is a CFP® with four years of industry experience, currently affiliated with Stifel in St. Louis, MO. He has worked at Stifel since 2020 and was previously employed at PNC Bank for 13 years. Cohen also serves as a trustee and executor for non-family trusts and estates. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Laura Johnson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, she works within one of the largest wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Miranda Pagan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a four-year tenure at Wells Fargo Advisors, LLC. She is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jeremiah Erickson is a financial advisor with Wells Fargo Clearing in Saint Charles, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of finance, he works as an Uber driver in St. Louis. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable offering of insurance-related investment options alongside traditional products.