Joseph Clark is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Nathan Rockholm is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his career in financial services, he served in the United States Navy for 20 years. Outside of advising, he is involved in operating a Supercuts hair salon franchise in Chesterfield, MO, where he assists with management and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jon Smith is a ChFC®-credentialed financial advisor with 22 years of industry experience. He has been with Stifel in St. Louis, MO, since 2007. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group for asset allocation and planning analyses, providing clients with guidance while allowing discretion over implementation.

Jazmine Hartzel is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Her prior roles include positions at Condado Group Inc, Disys, Northwestern Mutual, and other organizations. 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 and analytics.

Luis Astudillo is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1987. Based in St. Louis, MO, he has been continuously active at the firm for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shanna Jones is a Series 66 registered financial advisor with Edward Jones in O’Fallon, MO, where she has worked since 2008. She has 12 years of industry experience. 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 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.

Robert Bagby is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns an RV rental and storage business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s service offerings include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 65 and Series 63 credentials and bringing 43 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Justin Eads is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His prior work includes roles at Major Brands/Breakthru Beverage and Academy Sports + Outdoors LTD, as well as time spent at Quincy University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Lord is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Scott Underwood and Northwestern Mutual Investment Management from 2011 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Julie Breault is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at First Bankers' Banc Securities, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she owns and operates a craft business making bracelets and other items, and co-owns a wine business with her spouse; she also works part-time as a bartender at a cigar lounge. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu than many peers, featuring insurance-related products and bank deposit sweep options.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021 and previously worked at QuikTrip from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Maguire is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he is involved in managing a short-term rental property. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services to individual and institutional clients.

Robin Diedrich is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Edward Jones since 1993. He serves as an Investment Committee Member for the Lutheran Foundation of St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches.

Anna Lee is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing Services and had experience outside finance at Barnes and Noble and Film Scene. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with services including retirement, education, risk, and wealth-transfer planning.

August Hummert IV is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved with Retire On Time LLC, a business entity focused on tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

William Martiniere is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, MO, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is involved in political activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Mark Munsterman is a financial advisor with Edward Jones in Town & Country, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a shareholder in Hawgeyes LLC, an LLC formed to purchase Cardinals tickets. 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 programs and investment options, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Patrick Walker is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial planning professionals dedicated to delivering personalized care to each client. His leadership role focuses on overseeing branch operations and guiding his team to meet the high standards set by Fidelity. Patrick has extensive experience within Fidelity Investments, having served as Vice President, Regional Planning Consultant from 2021 to 2026, Financial Consultant from 2017 to 2021, and Investment Consultant in 2017. Prior to joining Fidelity, he gained experience as a Project Manager Analyst at Commerce Bank from 2015 to 2016, Financial Advisor at UBS from 2013 to 2015, and Licensed Banker at Wells Fargo from 2011 to 2012. Outside of his professional responsibilities, Patrick enjoys attending concerts and traveling.

Natalea Simmons is a CFP® professional with over 23 years of industry experience. She currently works at Stifel and has prior experience at Bank of America and Merrill Lynch. 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 asset allocation methodologies.