Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Christian Potthoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Digital Intelligence Systems LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Kristine Kamman is a Series 66-licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Charlie Sottoriva is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He has worked with Mass Mutual and Metlife Securities in various capacities since 2014. In addition to his advisory role, he provides consulting services related to voluntary employee benefits through a third-party firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars with a structured, collaborative approach to financial goal analysis.

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Michael Kleekamp is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Edward Jones, and Bank of Franklin County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Don Kohlman is a financial advisor with Edward Jones in O'Fallon, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gregory Stein is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Darin Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and New York Life Insurance Co. Alexander is also the owner and president of Alexander & Associates, CPA, PC, a firm providing tax preparation and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to multiple program platforms, including model portfolios and third-party managers.

Marc Chenot is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investor Services, LLC since 2013. In addition to his advisory role, he engages in life, disability, and health insurance sales, collaborating with Caravus to provide health insurance solutions to businesses. 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, structuring planning engagements as annual collaborations that use firm-approved technology to analyze client goals and deliver written recommendations.

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tara Pugh is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Brett Siebert is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held multiple roles within Cetera and its affiliates since 2022 and has been involved with the Chesterfield Chamber of Commerce in several capacities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Leuchtmann is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Marathon Financial Planning, and LPL Financial. Outside of advisory work, he has worked as a contractor driver for ride services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eleanor Jacobs is a CFP® professional with over 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Jacobs holds ownership in MAGIS, LLC and operates E JACOBS CFP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through comprehensive research and planning tools.

Richard Wurl is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Drawing on resources from Merrill and Bank of America, he provides insights and banking solutions tailored to changing market conditions. Richard holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Truman State University and his Master's Degree from Saint Louis University. In addition to his professional work, Richard participates in community volunteer activities in line with Merrill's tradition of serving the communities where they operate.

Jonathan Herdler is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in advertising and media sales at OUTFRONT Media for four years. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.