Thomas Sullivan IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has six years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory work, he is an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to multiple platform solutions and proprietary model strategies.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Outside of his advisory role, Arnold is involved in term life insurance sales through Millenia Investments. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Ross Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 13 years. Pfeifer is also an independent insurance agent at Lee Camene Insurance Agency, which he has been involved with since 2009. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Brian Frazzetta is a Series 66 licensed financial advisor with Edward Jones in Wentzville, MO. He has 16 years of industry experience and has been with Edward Jones since 2008. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Koziatek is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and practiced law at the Law Offices of Pari Sheth. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Lucas Ramsey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in leadership roles with the Sigma Pi Fraternity at the University of Mississippi, including Treasurer and President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.

Alexander Elger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Robert W. Baird for six years and has been affiliated with Loyola University Chicago since 2008. Outside of his advisory role, Elger serves as treasurer for the Peoria Public School Foundation and is the athletic director at St. Vincent de Paul School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Katie Pennington is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Timothy Lumsden is a financial advisor at Fidelity with a Series 66 designation and has been in the industry since 2026. Prior to joining Fidelity, he held roles at Bunge and worked in various capacities at Creighton University from 2022 to 2026. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered funds.

Aaron Longenecker is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019. Outside of his advisory role, he is involved as a partner in a business focused on development and website design and serves as CEO of a financial planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a wide network of advisors and affiliated firms.

Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St Louis, where he participates in investment discussions and efforts to grow the Endowment fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides tailored, ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Kathleen Riley is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she is a partner in a property ownership business. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Garret Keegan Johns is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of his advisory role, he is involved in mortgage loan sales and marketing, and operates a sole proprietorship providing securities, investment advisory, and insurance products. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers various account management options and third-party investment solutions.

Ryan O Connor is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022, following prior roles at TD Ameritrade, Trane Supply, Domino's Pizza, and Ingersoll-Rand/Trane. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model includes non-discretionary guidance alongside access to discretionary separately managed accounts, using multi-asset portfolios and due diligence on alternative investments.

Aaron Stewart is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. He previously worked at THE O.N. Equity Sales Company and Ohio National Financial Services for 17 years. Outside of his advisory role, Stewart is involved in business consulting as a coach and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Karla Ukman is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.