James O'Connor IV is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 1993 and has been associated with Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Steinlage is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Wells Fargo Clearing. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Erin Barrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on discrete engagements tailored to client needs.

Kimberley Heckert is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with 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 combines in-depth research and analytics with a broad platform of brokerage and advisory solutions.

Mariana Campbell is a Series 66 credentialed financial advisor with Wells Fargo Clearing in St. Louis, MO, bringing 23 years of industry experience. She has been with Wells Fargo in various capacities since 2003 and is also a group fitness instructor at Lifetime Fitness, where she teaches yoga, step, and strength classes. Wells Fargo Advisors is a nationwide 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 the Wells Fargo Investment Institute.

Robert Petix is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hinckley Allen & Snyder, LLP for sixteen years. Outside of his advisory role, he owns a business consulting firm, RGP Consulting, LLC. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Angela Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works part-time as a delivery driver for DoorDash and Spark Delivery LLC. Wells Fargo Advisors is a national securities firm that serves 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 from Wells Fargo Investment Institute and other sources.

Phillip Hamilton is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad 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.

Brian Keough is a financial advisor at Charles Schwab with nine years of industry experience. He has held positions at Td Ameritrade, Scottrade, and Morgan Street Brewery. Keough holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Kathleen Youngerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a structured financial planning process and manages approximately $2.74 trillion in client assets.

James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Suzanne Galatoire is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. She serves as a board member for the Oak Ridge Homeowners Association in Fenton, Missouri. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Shaw is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at K Force, Edward Jones, HRSSA, and Cambridge Investment Research. Shaw is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with an advisory process grounded in modern portfolio theory and tailored to plan objectives.

Anthony Viviano II is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2014. 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 institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Deborah Porter is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Focus Partners Wealth LLC, TD Ameritrade, and Scottrade. 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.

Robin Rodermund is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Hampton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial advice and portfolio management services to a diverse clientele including corporate executives, entrepreneurs, professionals, foundations, non-profit organizations, and families across 25 states. Tim is a qualified Portfolio Manager who builds and manages personalized investment strategies combining individual securities, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He may manage client portfolios on a discretionary basis through the firm’s Investment Advisory Program. Tim launched his financial services career in 1999 and joined Merrill Lynch Wealth Management in 2008. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tim graduated Magna Cum Laude with a Bachelor of Science degree in Business Administration, majoring in Finance, from Saint Louis University and earned a Master’s in Business Administration from Washington University in St. Louis. Beyond his professional role, Tim is involved in community and philanthropic activities. He has served in leadership roles with the Boy Scouts of America and has been recognized with the Silver Beaver Award. Tim is a member of the Eastern Missouri Beekeeping Association and the St. Louis Genealogical Society. He and his wife Elizabeth actively support local theater and reside in St. Louis, where they have raised two sons. Tim’s personal interests include genealogy, photography, traveling, and beekeeping.

Ashley Barker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 63 designation and has been with 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Blake Emerson is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit that provides paid work experiences and training for young people in the St. Louis region. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG frameworks and broad derivatives capabilities in its recommendations.