Melissa Humphrey is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Contemporary Productions LLC and Harris-Stowe State University. Humphrey is a member of Alpha Kappa Alpha Sorority, Incorporated, serving on its budget and finance committee, and owns The Cleaner Source, a home cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Kimberlie Mcclelland is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Tonja Casey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 credential and has worked at Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, drawing on extensive research and analytics to support its investment approach.

William Southerland is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018, following five years at Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Steiner is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Steiner serves on the Executive Advisory Board at Saint Louis University and is a member of the Board of Directors for Lafayette Industries. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.

Patrick Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes positions at Edward Jones and Aston Carter. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Kevin Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Moneta. Outside of his advisory career, he operated a self-employed lawn care business for 15 years. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research and analytics from Wells Fargo Investment Institute.

Ivan Abernathy is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, 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.

Dylan Belgeri is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the University of Missouri - St. Louis. Outside of his advisory role, Belgeri is involved in a catering business, Chris Cakes of St. Louis, which he has operated for over a decade. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Ryan Yeaton is a financial advisor with LPL Financial in Des Peres, MO, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life. Outside of advisory work, Yeaton is involved in a musical group that creates and produces original content for profit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a large network of over 22,800 advisors.

Shantia Coley is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years at Edward Jones and a total of eight years in the industry. Her prior experience includes roles at Wells Fargo Bank NA, National Litigation Law Group, and Hedrick Gardner Kincheloe & Garofalo. She is also the founder of a diversity and wellness workshop business serving nonprofits, schools, and other organizations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

James Linck is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2008. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. 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 advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Brian Johanningmeier 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 2000. Outside of his advisory role, he manages a rental property inherited and rented to a family member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Richard Siefert is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera and has worked with Ascend Financial Services and Renaissance Financial Corp for over two decades. He serves as successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, offering a range of investment management and retirement services to individual, corporate, and institutional clients.

Michael Bushmann 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 2013. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.