Jacquelyn Etling is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.

Michael Volmert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who has been with Merrill Lynch in Chesterfield, Missouri since 2014. In his role, he collaborates with clients to address financial goals such as education funding, retirement planning, and legacy wealth distribution. Before joining Merrill Lynch, Michael spent nearly 25 years running his own IT services business in St. Louis, gaining comprehensive experience in business operations. He holds a Bachelor's degree from the University of Missouri system and a Master's degree from the Southern Illinois University system. Michael has served on the boards of several organizations, including Canterbury Enterprises and the Chesterfield YMCA, and was President of the Board of Directors for the St. Louis Society for the Physically Disabled. Outside of work, he enjoys bicycling, running, golf, snow skiing, and recreational boating. He resides in Wildwood with his wife.

Sean Toebben is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he provides boxing instruction at BURN BOX STL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Paige Ratliff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes previous roles at First Bank, Coldwell Banker Gundaker, and Osaic Institutions. Outside of finance, she teaches group fitness classes at Bloom Fitness Studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Baker is a CFP® professional with 36 years of industry experience, currently affiliated with OSAIC. He has held previous roles at Royal Alliance Associates, Inc. and operated his own advisory practice. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Timothy Souhrada is a financial advisor with Ameriprise in Eureka, MO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns Trusted Microelectronics LLC and assists with financial auditing and money counting for Genesis Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Debra Nelson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously spent 26 years with The O.N. Equity Sales Company. Nelson is also an independent insurance agent with The America Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Beth Peacock Muller is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. She serves on the Missions Team at Webster Gardens Lutheran Church and volunteers locally with community and outreach activities. 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 offers a mix of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Neel Patel is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Citigroup and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Robert Stockdale is a CFP® with 33 years of industry experience and has been with Stifel since 1997. Based in O'Fallon, MO, he also hosts a weekly radio show with Entercom Communications. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Daniel Denner is a Vice President and Resident Director at Merrill Lynch Wealth Management in Chesterfield, Missouri. Since joining Merrill in 2017, he has focused on providing wealth management services to physicians, business executives, small business owners, and their families. He partners with a team of experienced professionals to deliver personalized strategies aimed at helping clients meet their financial goals and objectives through integrated wealth planning and portfolio management. Dan’s expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income, special needs planning, and portfolio management services. He emphasizes anticipatory service, clear communication, and a detailed understanding of clients’ financial situations to develop flexible, tailored strategies. Dan holds a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Outside of his professional role, Dan resides in Ellisville, Missouri, with his wife Kristi and their four sons. He dedicates time to volunteering with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis. His personal interests include music, golf, biking, woodworking, and camping in their RV.

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Hughes is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment options including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Susan Wintermute is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2019. Prior to joining Merrill, she spent 15 years at Granite Transformations of St. Louis. Outside of her advisory role, she serves as co-trustee of The I.E. and V.R.K Better Living Trust in Wildwood, Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Neuenswander is a CFP®-certified financial advisor with Edward Jones in Ballwin, MO, where he has worked since 2016. He has 10 years of industry experience and holds a Series 66 license. 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 under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Brett De Nap is a financial advisor at Edward Jones in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has been with Edward Jones since 2026 and has prior experience at McKendree University and involvement with local hockey organizations. Brett also operated Brett DeNap, LLC from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

Brendan Skinner is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has one year of industry experience and previously worked at Archford Capital Strategies for eight years. Before his financial career, he was involved with the University of Michigan football program for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and sports and entertainment, using proprietary research and tools to develop tailored recommendations.

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.