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.

Robert Waugh is a CFP® with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Asset Strategies, Inc. and FSC Securities Corporation. He serves as treasurer for the ACLU of Missouri, overseeing financial reporting to the board. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs for individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Michael Danner is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including four years prior to joining Edward Jones spent at the University of Missouri. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 29 years of industry experience. He is involved with Chamois Grain LLC, a farming business based in Chamois, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Jamie Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Raymond James and its affiliated entities since 2015 and previously held positions at Everbank Wealth Management and Merrill. Outside of his advisory role, Hogan founded and owns TrackMyGiving, a business focused on charitable giving management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 with Ameriprise Financial Services in Sunset Hills, MO, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise since 2001, including her current role since 2020. Outside of her advisory work, she has a business ownership interest in Crestwood Partnership. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party tools and operates within an affiliated product ecosystem.

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 Series 66 licensed financial advisor with Edward Jones, based in Fenton, MO. He has 10 years of industry experience, including nine years with Wells Fargo Advisors prior to joining Edward Jones in 2025. 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 comprehensive investment advisory programs alongside affiliated mutual funds, trust services, and securities-based lending options.

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.

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 with Edward Jones in St. Louis, MO, holding Series 65 and Series 63 licenses. He has 35 years of industry experience, all spent with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 affiliated with Osaic since 2023. His prior roles include positions at Butler Associates Financial Planners, Inc., DuPont, DowDupont, Dow Chemical, and FSC Securities Corp. Outside of his advisory work, he is a manager of a family-owned farmland LLC in Michigan. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Tanya Passmore is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016 in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.