Jason Basler

Nicholas Oberle is a financial advisor with NBC Securities, Inc. He holds a Series 66 credential and has four years of industry experience. Prior to joining NBC Securities, he worked at First State Financial Management and has various roles in financial and customer service positions. Outside of his advisory work, he operates an eBay business selling antiques, miscellaneous items, and sports cards. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals and institutions. The firm offers multiple fee-based advisory programs and integrates brokerage execution with custody services through RBC platforms.

Ryan Wolk is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Elaine Mooney is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Bankers Life and Bankers Life Securities, Inc. Before entering the financial industry, she was involved with Sainte Genevieve Winery for 18 years. Outside of her professional work, she serves as the director of the PSR program at Ste Genevieve Catholic Parish, managing a budget and coordinating nine teachers for around 70 students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Blum is a financial advisor with Cetera in Ste. Genevieve, Missouri, holding a Series 66 license and having nine years of industry experience. He is involved in several community and nonprofit roles, including serving as a donor consultant for the Valle Catholic Schools Foundation, volunteering as a baseball coach with the American Legion, and holding various board and treasury positions with local organizations. Blum is also a partner in HSB Advisors, LLC, which provides tax preparation, accounting, and payroll services. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with a broad advisory platform.

Matthew Morice is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. His prior work includes roles at Edward Jones and various financial services firms, alongside a long-standing position as a Missouri State Trooper. Outside of advising, he serves as an assistant football coach at Helias Catholic High School, teaches classes on legal traffic stops, and is a board member of the Missouri State Troopers Association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, combined with retirement and fiduciary capabilities not commonly found in firms of similar scale.

Elizabeth Roth is a Certified Financial Planner® with 39 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. Outside of financial advising, she is a partner in Silver Sycamore Gallery, a fine arts business in Ste. Genevieve, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.