Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve 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 third-party managers, managing over $256 billion in assets.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a 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 and operates a large nationwide network of financial advisors and branch offices.

Bradley Thebeau is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Ameritrade, Scottrade, Wells Fargo Clearing, and Citadel Servicing Corporation. Outside of his advisory work, he drives for Uber on weekends to become more familiar with the local area. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated structure that includes custody, brokerage, and cash-sweep services.

Brandon Portell is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to serving individuals and families in making thoughtful decisions about their wealth, future, and the life they want to build. He aims to bring clarity to financial complexity by collaborating with clients to understand their unique situations and goals, and crafting clear financial strategies. Brandon serves as a trusted partner, helping clients navigate important financial decisions with confidence and purpose. He brings expertise in areas including college education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal experience with financial uncertainty fuels his commitment to helping clients overcome challenges and achieve their goals. Brandon earned his High School Diploma from Troy Buchanan High School. Outside of his professional work, he is newly married and a father of three children. He and his family are actively involved in the Troy community. He enjoys football, golfing, and spending time with his family.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rebecca Hance is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

William Sellenriek is a financial advisor at Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at UBS Financial and Minnesota Life Insurance Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and research, with a focus on advisory services rather than direct security recommendations.

Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.

Mario Guzman is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by choosing platforms that best fit their needs. Mario's expertise lies in assisting clients with managing various financial priorities, such as purchasing a home, saving for education, caring for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, he provides one-on-one guidance to define clients' goals and develop portfolio strategies tailored to those objectives. He offers ongoing advice and helps adapt portfolios as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Additionally, Mario is associated with the United States Air Force Reserves.

Christopher Durr is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and worked previously at Wells Fargo Clearing. 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 financial planning and investment management services delivered primarily through its network of investment adviser representatives.

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Andrew Ray is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes proprietary tools and modeling techniques.

Gary Wideman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2008. Wideman participates in community activities, serving on a golf committee that organizes an annual tournament to support the DARE program through the Richmond Heights Police Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Campo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 20 years before joining MassMutual in 2016. Campo is also active as an insurance agent in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Edward Campbell is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017. Prior to and concurrently, she has also been involved with Vantage Credit Union, supporting IRA and deferred compensation administration. 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 management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jordan Lamantia is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Millenia Investments, where he supports lead advisors as an associate advisor. Prior to his financial career, Lamantia operated his own lawn care business for five years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money managers.