Julie Gampp is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Bulgarelli is a CFP® with 35 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is involved in business ownership with Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team working alongside financial advisors.

Sandra Sitzes is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of her advisory role, she owns and operates a home-based bakery called Momma Cookies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chelsea Henderson is a financial advisor at Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a broad network of financial advisors and branch offices nationwide.

Christopher Baltazar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America Private Bank, Citigroup, Merrill, and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and analytical tools to develop tailored financial plans while generally acting in an advisory capacity for clients.

Molly Kleiber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with one year of industry experience. Her prior roles include work with the Saint Louis Cardinals, Accelerate Education, Chicken N' Pickle, Saint Louis University, LULULEMON, and the Wentzville R-IV School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Steven Lesko is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory work, he volunteers with Pathways to Independence. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Kevin David is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves as a co-trustee for his parents' investment-related matters. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research support.

Brandon Reuther is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he owns and manages several rental properties and related real estate businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Charles Parrish is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2024 and previously spent time at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he operates Parrish Running Development LLC, providing online coaching to high school athletes and adults. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Bradley Meyer is a financial advisor at Edward Jones with Series 66 and Series 63 registrations and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Meyer is involved in managing several family trusts and recreational properties in Missouri and Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Daniel Meltz is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, Missouri. He holds Series 63 and Series 66 designations and has eight years of industry experience. Meltz previously worked at TD Ameritrade, Inc. and has held various roles in other industries prior to his financial services career. 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 a broad range of investment guidance supported by centralized custody and operational infrastructure.

Richard Murphy Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 52 years of industry experience. He previously worked at Merrill for 31 years and Bank of America for 9 years before joining Stifel in 2019. Outside of his advisory role, he owns Green Wing Farms, a farming and hunting operation, and serves as a trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Erica Rosenberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Maryland Heights, MO. Outside of her advisory role, she is involved with Camp Sabra in Rocky Mount, MO, where she participates in retreat staff activities, and she volunteers as an advisor liaison for the nonprofit BBYO, coordinating social events and supporting new volunteers. 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, including discretionary and non-discretionary strategies, and provides services under a fiduciary standard supported by a large national network of financial advisors and branch offices.

William Gladney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. He also serves as a trustee for a private trust in Ballwin, Missouri. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research-driven strategies and offering both brokerage and advisory solutions.

Clifford David is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Golden Road Brewing and Anheuser-Busch. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Waters is a CFP®-designated financial advisor with 43 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following eleven years at INVEST Financial Corp and over three decades running his own advisory practices. Waters also has involvement in an insurance agency affiliated with his business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.