John Lawlor is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Lawlor serves as an alumni board member for Chaminade College Prep in Saint Louis, MO, contributing to the school's alumni community. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Guillermo Garsed is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he owns GSAM LLC, a non-investment-related business based in Chesterfield, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kevin Landy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align their wealth with what matters most to them. He follows a disciplined process that begins with understanding each client's family situation and long-term goals. Kevin holds a Bachelor's Degree from the University of Wisconsin Madison and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. He is actively involved in his community, volunteering with organizations including the Christian Brothers College High School Lacrosse Club, St. Louis Knights Youth Hockey Association, and St. Louis Rockets Youth Hockey Association. Outside of work, Kevin enjoys basketball, biking, football, hiking, ice hockey, traveling, and spending time with his family.

Jennifer Sutterfield is a Series 66-credentialed financial advisor with LPL Enterprise in St. Louis, MO, bringing one year of industry experience. She previously worked at Crum & Forster Insurance for nine years and operated J&J Sutterfield LLC for fourteen years. Her outside business activities include employment with Jackson Hewitt and ownership of Assets Strategies of Arkansas, a property and casualty insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Brian Watkins is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of finance, Watkins is a recording artist and songwriter, publishing music on streaming platforms such as Spotify and Apple Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling tools.

Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations and five years of industry experience. His prior roles include positions at Fidelity Investments and E*Trade Securities LLC. Outside of finance, he is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driver's licenses. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Rotter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp and Central Trust Bank. Outside of his advisory role, he also serves in a fiduciary capacity for a family trust. 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 advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Keith St. John is a Series 66-licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors. He has worked at Wells Fargo Clearing Services and Edward Jones throughout his career. Outside of his advisory role, he owns Saint Legg Capital, LLC, and participates as an Uber driver. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad menu of planning options tailored to client needs. The firm supports advisors with proprietary research and planning tools and offers both brokerage and advisory implementation paths.

Deana Prewitt is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

Harrison Ivie is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Anderson Hoagland & Company, St. Louis Trust & Family Office, and Cerner Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework in its investment process.

Jennifer Thornton McCullough is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with 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 investment advisory services. The firm’s process 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.

Michael Smith is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. 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 with a large network of financial advisors and branch offices nationwide.

Zachary Bess is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016. In addition to his financial career, he has been involved with Quik Trip since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Stephen Mueller is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Outside of his advisory role, he is involved with a family-owned rental property operated as a short-term Airbnb and VRBO rental. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and platforms, offering services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios that include various investment vehicles, managed on discretionary or non-discretionary bases.

Scott Miller is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab & Co Inc for 13 years and TD Ameritrade Inc. for one year. His background also includes farming and involvement with Junior Achievement of Central Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Theodore Sanders is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Henry is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. He serves as Treasurer on the Board of Directors for Concord Church in St. Louis. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized, algorithm-supported recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.