Steven Johnson is a financial advisor with LPL Financial based in St. Louis, Missouri. He holds the Series 66 designation and has 12 years of industry experience. Johnson has worked at Vantage Credit Union and LPL Financial since 2015 and is also affiliated with Forest Hills Country Club since 2012. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Michelle Crause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its affiliated entities since 2014, including a prior role at VOYA Financial Advisors. Additionally, she operates as an independent insurance agent, focusing on the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment platforms with over $256 billion in assets under management.

Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners LLC. 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 and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at LPL Financial and Genex Consulting and has maintained an independent consulting role with Pampered Chef since 2018. Outside of financial services, she is also involved in proctoring standardized tests and operates a small baking business called Haus of Cakes. 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, relying on research and diversification principles in its investment approach.

Adam Roland is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. 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, supported by a large network of financial advisors and branch offices nationwide.

Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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, supported by a large nationwide network of financial advisors and branch offices.

Adam Wolff is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vantage Credit Union and First Heartland Capital Inc. 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 through a nationwide network of advisors, offering a range of advisory programs and investment options under a fiduciary standard.

Garrett Walker is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Jessica Hejna is the Regional Director of Wealth Management at Fidelity Investments, where she leads a team and supports Planning Consultants within the Private Wealth Management organization. She has been in this role since 2025. Her experience in the financial industry spans over a decade, beginning as an Investment Specialist II at Edward Jones from 2010 to 2012. She then worked at Archer Wealth Management as an Operations & Investment Assistant from 2012 to 2013. Jessica joined Fidelity Investments in 2013 and has held various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Wealth Management Planning Consultant, and Director of Managed Solutions before her current role. No information about her education, credentials, personal interests, or community involvement has been provided.

Mary Alsup Niedergerke is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves at First State Bank of St. Charles and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Joshua Derwin is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with LPL Enterprise and has previously worked at Pruco Securities, The Prudential Insurance Company of America, MSI Financial Services, and Morgan Stanley. Outside of his advisory roles, Derwin is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products.

Joseph Sedberry is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Advisors since 2024 and Primerica Financial Services since 2023, alongside a long tenure at QuikTrip Corp. Sedberry is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Thomas Gillette is a financial advisor at Edward Jones in Granite City, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

August Brandt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Real Equity Management and has been involved with the Old Warson Country Club as a bartender since 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jeffrey Rettman is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Randstad, and Edward Jones. 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 asset allocation methodologies developed by its Investment Strategy Group.

Matthew Bromley is a financial advisor at Edward Jones with 22 years at the firm and 15 years of industry experience. He holds a Series 66 designation and is based in Ballwin, MO. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Schier is a CFP®-designated financial advisor with 11 years of industry experience, currently with Cetera in St. Louis, MO. He has worked at Cetera Wealth Services since 2023 and previously served at Minnesota Life and Securian Financial Services. Schier is a board member of the Sigma Tau Gamma Alumni Association and participates in community and networking groups, including serving as president of a BNI networking group and volunteering on the finance committee of City Garden Montessori School. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.