John Hesse is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 financial planning services that utilize firm-approved tools and models to support tailored client strategies.

Alex Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial professional since 1998 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Alex is committed to providing clients with tailored financial and retirement strategies to help them build a solid foundation for confident decision-making. With over 15 years of experience, Alex offers personalized strategies in areas including retirement planning, trust and estate planning in collaboration with clients' tax accountants and attorneys, long-term care strategies, life insurance strategies, wealth preservation, educational planning, managed strategies, financing purchases, transfer of wealth, and business succession planning. He emphasizes a hands-on approach to ensure clients' short-term and long-term goals are met. Alex graduated from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing finance. He grew up in the St. Louis area and resides in Washington, MO with his wife and two children. He is a member of the Knights of Columbus and involved in his church community.

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Alexander Roberts is a Series 66 licensed financial advisor with LPL Financial, based in Chesterfield, MO. He has one year of experience at LPL Financial and has held roles at Cornerstone Wealth Services, Horseman Group, and Severin Investments, among others. His background includes involvement with sports facility management and a university affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Justin Schappe is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a partial ownership interest in a diamond sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide its investment approach.

Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999, including through its prior affiliation as AXA Advisors. Outside of his advisory role, he is an agent for Flexible Benefits Service Corp., a brokerage company specializing in group and individual health policies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, using a blend of firm-offered programs and referrals to third-party asset managers.

Charles Marino III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Scottrade. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab. 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 integrated brokerage, custody, and cash-sweep services.

Andrew Guenther is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Gregory Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley in various capacities from 2002 to 2016. Outside of his advisory work, he is a 50% owner of B & Y Outdoors LLC, a farming business growing corn and soybeans. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Walck is a financial advisor at Morgan Stanley with 31 years of industry experience. Prior to joining Morgan Stanley in 2025, Walck worked at Wells Fargo Advisors for 13 years. Walck holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various planning tools and investment services.

Kellan Slattery is a Planning Consultant at Fidelity, where he engages in meaningful conversations with clients to understand their financial priorities. In this role, he assesses clients' financial situations and assists in creating, monitoring, and maintaining plans and strategies aligned with their financial goals and objectives. Prior to joining Fidelity, Kellan gained experience as a Client Service Manager at Moneta from 2021 to 2022. He also worked as a Digital Financial Advisor at Wells Fargo Advisors between 2018 and 2021 and began his career as a Financial Advisor Trainee with Wells Fargo Advisors K-Force from 2017 to 2018. Outside of his professional work, Kellan has interests in golf and tennis.

Michael Tusing is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he serves on the Finance and Compensation Committees of the Weingart Center Association, a health and welfare nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, employing structured discovery processes and firm-approved tools to develop tailored plans. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services, including relationships with various investment companies and private funds.

Laura Lauterwasser is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and with 30 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. 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 affiliated discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jo Anne Westcott is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes roles at Gershman Mortgage, Stages St. Louis, RE/MAX Vision - Delhougne Realty Group, and Clarity Creative Solutions, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Harter is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management services for families and institutions. Since joining Merrill Lynch in 2003, he has focused on delivering a goals-based financial approach tailored to the unique aspirations and needs of his clients. Harter works closely with high-net-worth individuals, business executives, and entrepreneurs to develop integrated strategies that address investment management, retirement income planning, estate planning, tax minimization, and wealth transfer. He emphasizes a disciplined investment process that leverages Merrill Lynch’s global research and resources, alongside personalized lending solutions through Bank of America, N.A. Harter holds a Bachelor of Science in Business Administration with an emphasis in Management Information Systems and International Business, as well as a Master of Business Administration, both from Saint Louis University. He has earned the Chartered Retirement Planning Counselor™ designation, reflecting his commitment to retirement planning and wealth preservation strategies. His approach involves collaborating with clients' accounting and legal professionals to customize financial strategies that align with each client’s goals, risk tolerance, and family circumstances. Outside of his professional role, Harter enjoys spending time with his family and engaging in various sports including baseball, basketball, fishing, golfing, racquetball, skiing, soccer, tennis, and traveling. He resides in Ballwin, Missouri, with his wife and three children.

Nicole Kramer is a financial advisor with Charles Schwab and Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at TD Ameritrade, Scottrade, and Kohl’s. Charles Schwab serves a large client base primarily composed of 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 in-house research and due diligence.

Kerry Kulich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and Co., Inc. and TD Ameritrade/Schwab. Outside of his advisory work, he serves as a brand ambassador for MKTG Inc., sampling alcoholic beverages at retail locations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Joseph Sigman is a financial advisor at Osaic with 21 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 at Gateway Capital Advisors LLC, where he is involved in the sale of fixed annuities and insurance products, and he also manages a farming and maintenance business through Prairie Lakes, LLC. Osaic Wealth 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 with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple third-party manager programs.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.