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 Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and 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 Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

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.

Carlie Kent is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Beyond Wealth Advisors, Raymond James, and American Century Investment Services. She is also involved with The Opus Group, where she serves as a financial advisor focusing on insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.

Julie Breault is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2008, with prior experience at First Bankers' Banc Securities and U.S. Bancorp Investments. Outside of finance, she owns and operates two small businesses focused on crafts and wine, and works part-time as a bartender at a cigar lounge. 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 utilizes research-based, diversification-focused investment approaches while offering a range of brokerage and advisory solutions.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked for QuikTrip for 11 years. 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 from Wells Fargo Investment Institute along with third-party analytics.

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 at Wells Fargo Advisors with five years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Prior to her career in finance, she was employed at Barnes and Noble and Film Scene. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Meghan Black is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

August Hummert IV is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023. Prior to this, he held positions at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2023. Outside of his advisory role, he is involved with Retire On Time LLC, a tax and investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies delivered by its network of investment adviser representatives.

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.

Adam Meyer is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 licenses. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Daniel West is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional experience centers on partnering with clients to develop financial plans tailored to their individual goals, preferences, and investment experience. Daniel's approach involves exploring each client's unique situation, conducting data and analysis related to investment and retirement planning, and assisting in identifying clear action steps. He holds an AR Insurance License, supporting his advisory capabilities. Outside of his professional work, Daniel engages in family activities and personal interests such as fitness, hiking, motorcycles, and parenthood.