Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Edwin Keiser is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America and Archford Capital Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers a program supported by both quantitative and qualitative research, incorporating an ESG eligibility framework in some recommendations.

Stephen Arnstein is a financial advisor with Morgan Stanley in Clayton, Missouri, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Arnstein serves as a trustee for investment-related trusts in the St. Louis area. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Lakeem Scott is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services and positions with Accounting Principals, Associate Staffing, and Teledirect Services. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Shawn Baker is a financial advisor with LPL Financial in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory, and Duncan Financial Management. Outside of advisory work, he is president and CEO of SB Capital Management LLC, a tax preparation business. 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 and access to model portfolios, third-party asset managers, and institutional platforms.

Tyler Rhodes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at US Tech Solutions, American Income Life, and Northwestern Mutual, as well as experience in education at the University of Missouri and Fox High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Ajdin Korkaric is a financial professional at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Financial, Cetera Investment Advisers, and Cetera Wealth Services. Outside of his advisory work, he has been involved with Grbic Private Events for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework within a broader range of derivatives and commodities capabilities.

Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment managers.

Jacob Brown is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for five years, Citibank for two years, and AT&T for three years. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Anthoney Lograsso is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2008, including a current tenure of 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad product platform.

Arsalan Khan is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets Inc and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and extensive assets under management.

Matt Willis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo in 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Gregory Ashley is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Leslie Gordley is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Gordley worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of advisory work, Gordley is a 50% owner of a rental property in Wentzville, MO. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations, which clients can implement through various brokerage or advisory programs.

Nicholas Zichella is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Gerti Beta is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as retirement, education, and business-owner transition, using proprietary research and tools to deliver personalized recommendations.

Timothy Gilligan is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with First Clearing, LLC since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with offerings tailored to clients who meet certain net-worth thresholds.

Chris Cacciarelli is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he serves as an assistant football coach at De Smet Jesuit High School in St. Louis, MO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Yang Zhong is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. Outside of his advisory role, he works as an intellectual property analyst and consultant, conducting research on patent eligibility and assisting with patent filings for outside inventors and entrepreneurs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and it offers broader derivatives and commodities capabilities through specialized registrations and affiliations.

Kyle Webster is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Edward Jones in Collinsville, IL, where he has worked since 2022. Prior to that, he spent time at Raymond James Financial Services Advisors, Bank of America N.A., and Merrill. 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 and maintains a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.