Thomas Birsinger is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes positions at VOYA Financial Advisors and Northwestern National Life Insurance Company. Outside of advisory services, he is a certified public accountant and operates a tax and accounting firm, Birsinger and Associates CPA LLC, in addition to working as an independent insurance agent and notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for over 800,000 clients across more than 10,000 advisors.

James Klocke is a CFP® professional with 15 years of experience in the financial industry, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Kirkwood, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Martin Tobben is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Joseph Bean is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked at TD Ameritrade and has diverse experience including assisting in family businesses and municipal court work. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, offering multi-asset model portfolios and an extensive alternative investment program.

Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Graf is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Graf has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside his advisory role, he serves on the boards of the Lutheran Development Group and Urban Golf of Greater St. Louis and owns Lonely Chapel LLC, a consultancy supporting musicians in production and marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a range of financial topics while keeping planning and managed-account services distinct.

Scott Lenz is a financial advisor at Edward Jones in St. Louis, MO, with 36 years of industry experience. He has been with Edward Jones since 1998. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tricia Becker is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2018, including roles at MSMF Wealth Management and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party investment options.

Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joshua Hughes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has previously worked at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision HOA, where he manages meetings and serves as the main point of contact. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a variety of portfolio management and advisory solutions.

Jacob Renfrow is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held roles with the University of Missouri-St. Louis and UMSL Athletic Department. Renfrow serves as a board member of the Affton-Lemay Chamber of Commerce, where he participates in community events and committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services designed to address a wide range of client needs.

Elijah Macias is a CFP® with three years of experience in the financial services industry. He is currently affiliated with Cetera and MSMF Wealth Management. His prior work includes roles at USAA and GM Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

Andrew Trapp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Clayton and Crume and involvement with Western Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Any Systems, Interco Trading Co, and the Oak Spring Garden Foundation. Outside of his advisory work, he serves as an assistant coach for the 2011 birth year team in the St. Louis AAA Blues youth ice hockey program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan.”

Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. 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 nationwide network of over 23,000 advisors.

Nicholas Still is a financial advisor at Edward Jones in Kirkwood, MO, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at the Mt. Sterling Community Center YMCA from 2015 to 2018. 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 more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Bell is a financial advisor at Edward Jones with 12 years at the firm and 9 years of industry experience. He holds the Series 66 designation and is based in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Dale Myers II is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO, and has 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Jacqueline Stevens is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has held roles with Simon Financial Group and has been involved in lacrosse organizations in Saint Louis, including the St. Louis Lacrosse Club and STL United Lacrosse. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports its clients through various advisory programs and institutional consulting services.