Clay Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stifel. His prior roles include positions at Asset Consulting Group and Century Securities Associates, as well as work with Apex Oil Company and Affiliates. Outside of his advisory duties, he is involved with SAGM, LLC, a family office where he works as an investment accountant assisting with investment tracking and tax return preparation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses, typically providing fee-based, episodic financial plans without automatic implementation or ongoing monitoring.

George Varones is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Mary Haislip is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2001. Outside of her advisory role, she serves as a trustee for The Kathryn G Favre Foundation for Animals and volunteers with the World Bird Sanctuary, assisting with fundraising efforts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

David Grand is a CFP® professional with 36 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. In addition to his advisory role, he serves as president of Grand Financial Advisors and holds an enrolled agent designation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategists across multiple platforms.

Jennifer Mackie is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Bank of America and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products.

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 financial advisor with LPL Financial in Des Peres, MO, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he is involved in organizing hockey card show hobby box breaks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and third-party research while providing both discretionary and non-discretionary portfolio management.

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.

Michael Seefeldt is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the advisory board for a St. Louis bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has experience in the food service industry as a pizza business operator. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by integrated platforms and third-party asset management.

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.