Philip Deitch is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Deitch serves on the board of directors for the STL LGBTQ Chamber of Commerce and is involved in various community organizations including JWJ and LEAD STL, where he works as a program trainer. He also engages in freelance photography and journalism. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach incorporates investment research and tax-aware strategies, with enrollment criteria requiring minimum investable assets and integrating Ameriprise-managed assets.

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 proprietary mutual funds, operating under a fiduciary standard.

Lauren Kohn is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various customer service and hospitality positions, including at Katies Pizza and Pasta and Olive Garden. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic automation to support its centralized retirement-income consulting team.

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Jason Clayton is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 1993, totaling 33 years of industry experience. He is also involved with Chamois Grain LLC, a farm operation in Chamois, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices across the United States.

Jamie Hogan is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Raymond James and its affiliated entities since 2015 and founded Hogan Financial Group LLC in 2020. Hogan is also the owner of TrackMyGiving, a business focused outside the investment industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of individual, institutional, and corporate clients. The firm provides non-discretionary, tailored advice using risk profiling and analytical modeling, and supports various advisory programs and institutional consulting across a large network.

Vincent Chandler is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones. He previously worked at Edward Jones Investments for 22 years. Outside of his advisory role, Chandler performs as a musician at religious services for several churches in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jonathan Clements is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Erin Haberkorn is a financial advisor at Ameriprise in Saint Louis, MO, holding Series 65 and Series 66 licenses with 24 years of industry experience. She has been with Ameriprise and its affiliates since 2001. Outside of her advisory role, she is involved in a business partnership named Crestwood Partnership. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. It offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Keith Weik is a financial advisor with Edward Jones in Fenton, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. 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 advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

John Mohler is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Advisors for nine years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices, with assets under management totaling approximately $1.01 trillion.

Kerry Robinson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Berthel, Fisher & Company Financial Services, Inc., and MSMF Wealth Management. Robinson has been involved with the St. Louis Cardinals organization since 2010 in various capacities. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and utilizes a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Scott Schickling is a CFP® and Series 63 registered advisor affiliated with Cetera, with 19 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency and operates his own CPA firm specializing in tax preparation and accounting. Outside of his advisory role, he serves as president of a construction company and owns a real estate entity that holds his office building. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Joshua Morgan is a Series 66 licensed financial advisor with Edward Jones in Eureka, Missouri, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Morgan serves as a captain and commander of the 1137th Military Police Company in the Missouri National Guard and works as a staff accountant at Owensville Christian Church. 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, with a nationwide network of over 23,700 financial advisors.

James Finder is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Finder holds Series 65 and Series 63 licenses and is based in St. Louis, Missouri. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Scher is a financial advisor with Edward Jones in Eureka, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. 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 and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jason Sturm is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Butler Associates Financial Planners, Inc., DuPont, DowDupont, Dow Chemical, and FSC Securities Corp. Outside of his advisory work, he is a manager of WINSOR WEST LLC, a family-owned farmland investment in Michigan. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions. The firm combines brokerage, advisory, and financial planning services with various investment platforms, employing asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple asset classes.

Kelly Mooney is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. Mooney has been with Edward Jones since 2009. Outside of advisory work, Mooney has experience selling health and wellness products as a sales consultant. 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, affiliated mutual funds, and tax-efficient services through a large network of financial advisors and branch offices nationwide.