James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Sean King is a financial advisor with Edward Jones in Sunset Hills, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience, all of which has been with Edward Jones since 1999. Outside of his advisory role, he serves as the First Vice President of the Fenton Area Chamber of Commerce, is a director of the Behrmann Foundation in St. Louis, and owns businesses focused on marketing and educational consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 from Wells Fargo Investment Institute and external databases.

Jeffery Bradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Pohlman, Inc., spanning over a decade. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services provided by Pershing and BNY Mellon Advisors.

Christina Shockley is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial in St. Louis, MO, where she has worked since 2019. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. 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 model portfolio programs, and supports its advisors with research tools and multiple investment platforms.

Blake Smith is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Ameriprise, and UBS Financial Services. Blake is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools, supported by a large network of advisors and significant asset oversight.

Christopher Meyer is a financial advisor at Edward Jones with 16 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at LPL Financial from 2011 to 2017. Meyer holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Keith Brisotti is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as treasurer of the St. Louis Youth Lacrosse Association, coaches girls lacrosse at Lafayette High School, and works as a broadcaster for Prepcasts LLC covering high school and college sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

James Alberts II is a CFP® professional with 12 years of experience currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at UBS and UBS Financial Services from 2014 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of specialized regulatory registrations.

Angela Carosello is a CFP® and ChFC® with 23 years of experience in the financial services industry. She has worked at Edward Jones since 2007, with a four-year interlude at First Heartland Consultants, Inc. from 2012 to 2016. Carosello is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Saint Ives is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she is involved as an independent sales consultant and artist for several direct sales businesses, including jewelry, activewear, and makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 designations and nine years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked with NATIONAL PLANNING CORPORATION (Cottone Wealth Management) from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, includes an ESG eligibility framework, and leverages broader derivatives and commodities capabilities.

Scott Mc Donough is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory professionals with research tools and diverse investment options.

Taylor Meador is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade from 2021 to 2023 and has held various roles in health systems and other sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Malesevich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president and partner of Vintage Investors, an investment club focused on education and securities investment for its members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Alexis Santiago is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, Alexis held roles at Merrill and the University of Rochester Simon Business School. Outside of his advisory work, he serves as a Parks and Lake Committee member for the Benton Park Neighborhood Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification and modern portfolio theory to guide investment decisions, serving a broad client base including pension and charitable organizations.

Kevin Simpher is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Simpher has ownership interests in several financial-related ventures including Ever Day Financial LLC and Portico Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations supported by proprietary research and planning tools.

Robert Zickus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Edward Jones and Stifel. 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, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.