Vicky Langenhorst is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is a distributor for Advocare products, which she uses personally. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory capabilities.

Evan Geraghty is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021, with prior experience at Ascent LLC and a background that includes roles outside finance. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Christopher Effer is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Bryan Sachan is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2014 to 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Lisa Malkin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individual and institutional clients.

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Before joining J.P. Morgan, she served in the U.S. Navy for several years and worked at Amazon.com and Wine Com Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Adam King is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing since 2020. His background includes roles outside of finance, such as work at Sister Thea Bowman Catholic School and James A Haley VA Hospital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Lauren Heberer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior work experience in retail and e-commerce, including roles at J. Mclaughlin and as an owner and creator of Halloween costumes sold through Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Vocker is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of his advisory role, he serves as a successor trustee for his parents' revocable living trust. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Brophy is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has five years of industry experience and previously worked at Washington University for 14 years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and possessing 25 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2008 and has maintained his own legal practice, Gregory E. Robinson, P.C., since 1992. Outside of advising, he is engaged in the practice of law and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Edward Campbell is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Hamlin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 license and four years of industry experience. His prior work includes roles at Aerotek, Robert Half, and Penny Mac Loan Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 26 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. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Abate is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Wells Fargo, Charles Schwab, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

David Thornberry is a financial advisor with Wells Fargo Advisors in Arnold, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive range of investment services.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erin Calixte is a financial advisor with LPL Financial in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2020, she worked at Borah Teamwear and Westby Area Elementary School. Outside of her advisory role, she operates an online Etsy shop called EE Rosaries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Cherrick is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.