Alex Winkelman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on understanding the priorities of clients and their families to develop financial plans tailored to their specific needs. He emphasizes the importance of having a financial plan that evolves with ongoing life events. Alex has been with Fidelity Investments since 2020, starting as a Financial Representative, then advancing to Investment Consultant in 2021 before becoming a Financial Consultant in 2022. His experience encompasses creating and implementing financial plans and monitoring them to help clients work toward their goals.

Jared Grillo is a financial advisor at Edward Jones with a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Mark Rosenkranz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Clearing Services LLC, and First Clearing LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted use of algorithmic methods and AI in its investment process.

Cydney Dunavan is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as a custodian for her extended family. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment strategy methodology developed by its Investment Strategy Group.

Katherine Frick is a financial advisor at Edward Jones with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cory Haberkorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at S-Docs, Salesforce, TD Ameritrade, and Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michael Gagala is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, Russell Investments Financial Services, Lazard Asset Management, and other investment firms. 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 range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through advisor-client meetings and written communications.

David Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and serves as an adjunct professor teaching marketing at McKendree University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research-driven investment approaches and providing both brokerage and advisory solutions.

Diane Young is a Series 66 licensed financial advisor with Edward Jones, based in Wildwood, MO. She has 18 years of industry experience and has been with Edward Jones since 2007. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kyle Schafermeyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at PennyMac and Aerotek, as well as a background in the food service industry with Malone's Grill and Pub. 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 third-party databases.

James Vasser is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 19 years of industry experience. Before joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Beth Hoock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She worked at Commerce Brokerage Services, Inc. for 27 years prior to joining LPL in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Bradley Walther is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Fisher Investments in 2021, he worked at TD Ameritrade Inc for 13 years. Outside of his advisory role, he is involved in managing rental properties through his ownership of BJ World Enterprise LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides services including sub-advisory and retirement plan management.

Troy Broeker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Missouri from 2016 to 2018. 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 discretionary and non-discretionary investment strategies through a large network of advisors and branch offices nationwide.

David Kasich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Bank of America, Merrill, and Edward Jones. He is based in Brentwood, MO. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Todd Groesch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Cambridge since 2025 and maintains ongoing roles with Nicol Enterprises, Inc. and Kevin G. Nicol & Associates. Groesch serves as a board trustee for the Millstadt Fire Protection District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. 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 investment advisory programs and maintains a large national network of advisors and branch offices.

Brian Ledford is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Home Depot. Ledford is also a member of Escrowplex, LLC, a software escrow service, though this activity is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Talbot Quintero is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.