Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.

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 Series 66-licensed advisor with J.P. Morgan Securities and has four years of industry experience. He has held positions at JPMorgan Chase Bank, Bank of America, and several retail companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment 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 at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Investment Services, Kestra Advisory, and Duncan Financial Management. Outside of his advisory role, he serves as President and CEO of SB Capital Management LLC, which provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

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 with J.P. Morgan Securities and holds a Series 66 designation. He has experience working with several firms including Renaissance Financial and Cetera Wealth Services. Outside of his advisor role, he has operated Grbic Private Events for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 financial advisor at J.P. Morgan Securities with one year of experience in the industry. He holds a Series 66 designation and previously worked at Citibank and AT&T. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthoney Lograsso is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. 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, serving plan sponsors with tailored investment solutions and a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Arsalan Khan is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup Global Markets Inc and TD Ameritrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.

Matt Willis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

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 Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Leslie has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of advisory work, Leslie is involved in agricultural activities through ownership of GG Farms LLC with a spouse. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Zichella is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is the sole proprietor of a business unrelated to investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and investment committees to support its clients' financial goals.

Gerti Beta is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors serving a broad client base through a range of investment services.

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 six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he serves as an assistant football coach at De Smet Jesuit High School in St. Louis. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors.

Yang Zhong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. Outside of his advisory role, he works as a consultant and intellectual property analyst, conducting research related to patent eligibility and technology prior art for inventors and entrepreneurs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s advisory services include asset-allocation advice, investment manager searches, and customized performance reporting, delivered on a non-discretionary basis.