Timothy Salzman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, following a 13-year tenure at Edward Jones. Outside of his advisory role, Salzman and his wife operate a short-term rental business through a VRBO website. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.

Robert Hanlon is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending 11 years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions.

John Brooks is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. Outside of his advisory role, he is a manager of B4 Posh Farms LLC, a business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using a variety of strategies and research tools.

A Longenecker is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Raymond James in 2015, Longenecker worked at Edward Jones for 16 years. He also owns a support company, Mission Financial, a non-investment-related DBA based in St. Peters, MO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and maintains notable municipal advisory capabilities and specialized programs like its SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

John Gallagher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2002 and has prior experience with firms including Sirius Wealth Management and Securian Financial Services. Gallagher serves as a board member of the MS Society Gateway Chapter, where he participates in developing programs to support the organization's mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, and manages over $819 billion in discretionary assets.

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. 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 separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Michael Moeller is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2020 before joining Wells Fargo Advisors. He is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using in-house research and planning tools, with planning engagements typically offered on a discrete basis.

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a financial institution service organization affiliated with Vantage Credit Union. Additionally, he holds senior leadership roles at Vantage Credit Union, including Chief Growth & Revenue Officer and President of CUSO Operations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning, model portfolios, third-party asset management, and institutional advisory platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, U.S. Bancorp Investments, and Signator Investors. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. Yin has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dustin Ward is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory role, he is a managing partner and insurance agent for two LLCs focused on the sales of fixed annuities and insurance products. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through multiple programs, utilizing a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Stokes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized retirement planning and wealth management strategies that focus on protecting and growing assets to help clients achieve financial independence and confidence in retirement. With 10 years of experience in financial markets, Matthew guides families through major life transitions such as retirement, career changes, and business exits, aligning strategies with their goals and values. Matthew holds a Bachelor's Degree from the University of Missouri System and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses retirement income planning, tax-efficient investment strategies, risk management, and portfolio optimization. Outside of his professional role, Matthew is involved with the Gateway Region YMCA of O'Fallon. He enjoys camping, golfing, and woodworking, and values faith and family, often spending time with his wife and three children engaged in outdoor activities.

Michelle Crause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its affiliated entities since 2014, including a prior role at VOYA Financial Advisors. Additionally, she operates as an independent insurance agent, focusing on the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment platforms with over $256 billion in assets under management.

Kevin Emerson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of his advisory role, he provides term insurance and fixed annuity quotes where appropriate for clients as an insurance agent. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering comprehensive financial planning, advisory, and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Troy Larsen is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role. Larsen has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and market analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through various financial planning and investment services.

Benjamin Evers is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Stifel and Lindenwood University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational services. The firm structures financial planning as annual collaborative engagements using advanced analytics to develop recommendations without investment discretion.