Cody Reading is a CFP® professional with 18 years of experience, currently serving at Cetera and MSMF Wealth Management in St. Louis, MO. He has been with these firms since 2008, focusing on wealth management and retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

Tom Domian is a financial advisor at Edward Jones with 31 years of industry experience. He has held his current role at Edward Jones since 1993. Outside of his advisory work, he serves as secretary for the Kirkwood United Soccer Club in Kirkwood, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Matt Bucher is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in St. Louis, MO, and has spent his entire industry career at Edward Jones. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Amy Sherrer is a financial advisor at OSAIC with 45 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes long tenures at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and multiple management options.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Matthew Lorio is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and six years of industry experience. He worked at Citibank for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Richard Stone is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commerce Bank, Enterprise Bank & Trust, Cetera Investment Services, Ameriprise, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Radzom is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at First Mid Bank & Trust, Raymond James Financial Services, and Commerce Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to deliver tailored retirement planning advice.

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Travis Mayer is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. Mayer has been with Primerica Financial Services since 1994. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices nationwide.

Susan Windish is a Series 66 licensed financial advisor with Edward Jones, based in Kirkwood, MO, and has 17 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she participates in JuicePlus as a representative for personal use. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.

Michael Chiodini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Sii Investments, MSI Financial Services, PRUCO Securities, and Prudential Equity Group. He serves as a fiduciary/trustee for the OBRA 93 Trust and has experience as a speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Andrew Herbst is a financial advisor at Edward Jones with 13 years of industry experience. He holds the 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, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Nicholas Carron is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience and also serves as a member of Birsinger and Associates CPAs LLC, providing tax preparation and accounting services. Carron's career includes over two decades at Voya Financial Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager model approach.

Jonathan Shore is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OSAIC since 2021. His prior experience includes roles at Wells Fargo Clearing and Edward Jones. Outside of his advisory work, he is involved as managing director of Shore Group Advisors LLC, which focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach uses model-based asset allocation and portfolio optimization with discretionary and advisor-managed strategies.