P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned. Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind. We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.

Terrence Bridgewater is a financial advisor at Bridgewater Advisory Group LLC with 25 years of industry experience. He holds a Series 66 designation and has a background that includes two decades at Cetera and ownership of a CPA firm providing business consulting, accounting, and tax services. He serves on the board of directors for Peoples Community Bancorporation. Bridgewater Advisory Group LLC offers wealth management and investment advisory services to individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified mutual funds, ETFs, equities, and bonds, with discretionary portfolio management and ongoing monitoring within client-directed guidelines.

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at Capital Management Services, Inc., and William E Sherman and Associates. Roylance also serves as a director of research for Sherman Portfolios, LLC. Pinkerton Wealth serves individuals, families, foundations, endowments, and institutional clients with discretionary and non-discretionary asset management, financial planning, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect” that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Roy Combs is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with ICMA Retirement Corporation since 2004 and has been associated with Meremac Community College since 2000. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

Lorraine Mckee is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisor Networks LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC from 2016 to 2018. He is also the owner of Decision Coaching, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.

Scott Seek is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 credential. Outside of his advisory role, he serves as president of the Jefferson County Tourism Commission and is involved with a local flying club, Cloud Seekers of Jefferson County LLC. He is also a county councilman in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Frank Weber is a CFP® with 27 years of industry experience, all of which he has spent at Edward Jones. He holds a Series 63 license and is based in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors.

Christy Amsden is a financial advisor with Stifel in Festus, Missouri, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She is also a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Janna Alford is a financial advisor at Edward Jones in Festus, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mom365. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services supported by a large nationwide network of financial advisors and branch offices.

Christopher Harwell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Chunky Gator LLC, which involves a car collection. 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 grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Staci Templeton is a financial advisor with Edward Jones in Festus, MO, holding the CFP® and ChFC® designations and the Series 66 license. She has 11 years of industry experience, including 10 years with Edward Jones. Outside of her advisory work, she co-owns a small antique and vintage reselling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

John Scalzitti is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Marc Parson is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Parson serves as a referee for youth soccer and basketball and is a member of the finance committee at St. Pius X High School. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies from its Investment Strategy Group.

David Briest is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2017, following two years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Dylan Roth is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Vantage Credit Union and Wood & Huston Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Steve Holloway is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. He has been associated with Edward Jones since 1995. Outside of his advisory role, he serves as Treasurer for Shackle Free Ministries in Columbia, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kevin Hovis is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at CETERA Advisor Networks LLC and his own firm, Dennis C Hovis & Associates. In addition to his advisory work, he has served as Vice-President for Medicare sales and insurance benefits through Hovis & Associates. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody arrangements and both proprietary and third-party strategies tailored to client objectives.

Cheyenne Parrish is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, Parrish held brief roles in various firms including Rover.com, Wag, RSM US LLP, Transamerica, and State Farm. Outside of advisory work, Parrish has participated in pet caregiving activities with Rover and Wag. 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 products. The firm is recognized for its extensive network of advisors and branch offices, as well as its integrated capabilities including trust services and securities-based lending.

Colby Portell is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 66 licenses and bringing 17 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 network of financial advisors and branch offices across the country.

Jeramy Dyle is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Dean Hunt is a financial advisor with Edward Jones in Festus, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he and his wife are owners of a rental property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diversified strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Jennifer Hunt is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she co-owns a rental property through an LLC formed with her husband. 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.

Kyle Gowen is a financial advisor at Stifel with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel Nicolaus & Co Inc in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Oppelz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Commerce Brokerage Services, INC for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

David Hovis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2016 and previously worked with Cetera Advisor Networks LLC. Outside of his advisory role, he serves on several local boards including the Jefferson County Growth Association, the First State Community Bank board of directors, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a variety of customized and model-based portfolio strategies.

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Maximilian Meadows is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 designations and has two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as involvement with Wheel House and Pappos Pizzeria and Pub. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing various portfolio management platforms and proprietary model strategies alongside access to unaffiliated strategists.

Ryan Westhoff is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and experience in education and small business operations. Outside of his advisory role, he performs occasional independent contracting work for friends and family. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christine Hill is a financial advisor with Edward Jones in Festus, MO, holding Series 65 and Series 63 licenses. She has 25 years of industry experience and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Rita Mahn is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Stifel. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel Nicolaus & Co Inc in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.

Anita Spencer is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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.

Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Bell is a financial advisor at Edward Jones in Hillsboro, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large national network of financial advisors and branch offices.

John Mcatee Sr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Angela Momot is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of advisors and branch offices.

Pamela Smith is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in periodic horse sales and distributes equine health supplements. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment guidance incorporates proprietary methodologies from the firm's Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.