Kyle Schafermeyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at PennyMac, Aerotek, Missouri State University, and Malone's Grill and Pub. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

James Vasser is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wells Fargo Clearing. 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, including wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Beth Hoock is a financial advisor at LPL Financial with 29 years of experience in the industry. She previously worked at Commerce Brokerage Services, Inc. for 27 years before joining LPL Financial in 2023. She holds the Series 63 and Series 65 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amir Saffari is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at CitiGroup and JPMorgan Chase Bank, N.A. Outside of his advisory role, Amir coaches Padel Tennis and Pickleball, providing lessons to improve techniques in these sports. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Bradley Walther is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade Inc. for 13 years and OneAmerica Securities, Inc. for one year. Outside of advising, he owns and manages BJ World Enterprise LLC, a business involved in property management. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management techniques.

Troy Broeker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Missouri from 2016 to 2018. 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 discretionary and non-discretionary investment strategies through a large network of advisors and branch offices nationwide.

David Kasich is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with J.P. Morgan Securities and has held previous roles at JPMorgan Chase Bank, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions and an ESG eligibility framework.

Todd Groesch is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2025. Outside of his advisory role, he serves as a board trustee for the Millstadt Fire Protection District and is involved with Nicol Enterprises, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. 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 investment advisory programs and maintains a large national network of advisors and branch offices.

Brian Ledford is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Home Depot. Ledford is also a member of Escrowplex, LLC, a software escrow service, though this activity is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Zachary Gerleman is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and LPL Enterprise. Outside of finance, he has experience in various service and retail positions. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory within custodial platform constraints.

David Sampl Jr. is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2014 and with Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.

Brett De Nap is a financial advisor at Edward Jones in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has been with Edward Jones since 2026 and has prior experience at McKendree University and involvement with local hockey organizations. Brett also operated Brett DeNap, LLC from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Megan Wilson is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has six years of industry experience, including a prior role at Vatterott Educational Centers, Inc. Megan also operated Wilson Compliance Consulting, LLC briefly in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Graham is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory role, he donates plasma at a local St. Louis center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and diversification strategies across a broad range of financial products.

Thomas Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2002, primarily based in Maryland Heights, MO. 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 with approximately $1.01 trillion in assets under management. The firm maintains a large national presence with a broad network of financial advisors and branch offices.

Robert Wolff is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a diverse client base, 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.

Darrick Engel is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. He also worked at Shop n Save for eleven years before entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities such as registration as a commodity pool operator and the use of algorithmic and AI-driven research methods.

Clark Morrison is a CFP® with 42 years of industry experience, currently affiliated with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. He serves as a co-trustee for his father. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.