Kelli Anderson is a Series 66 licensed financial advisor with Morgan Stanley in Chesterfield, MO, where she has worked since 2015. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of services including structured planning processes and investment strategies approved by its Global Investment Committee.

Sandra Pruett is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. 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 portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors and advanced operational tools.

Brian Roberts is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005. Outside of his advisory role, he is involved as a limited partner in a horse racing investment entity and serves as a board member for both Incarnate Word Academy and the Fellowship of Christian Athletes. Mass Mutual 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 offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Caleb Clayton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked at Rocky Mountain Reserve and has held roles in education and healthcare sectors. He has also been involved with Utah Valley University and the Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC, where Caleb is affiliated, provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is notable for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Michael A. Roy is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is involved in the distribution of trust assets for the E.C. and N.C. Rev Living Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Kelly Huff is a Series 66-licensed financial advisor with LPL Financial, based in Wentzville, MO, and has 15 years of industry experience. She has worked at LPL Financial since 2011 and is also involved with Vantage Credit Union, where she supports administration of CDs, IRAs, deferred compensation, and member services. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicole Spiker is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab since 2020 and has prior experience with Scottrade and TD Ameritrade. Outside of her advisory role, Nicole is involved in advertising and marketing as a dog handler for a canine model for Chewy. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

Jacob Brown is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at CitiMortgage and Cenlar FSB. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Stephanie Mc Fadden is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, she worked at Brighthouse Securities, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he is active as an insurance agent selling long-term care, life insurance, and fixed annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.

Keith Klueter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 22 years. Outside of his advisory role, he offers term, fixed, and universal life insurance products through a sole proprietorship and is involved as a registered representative with CSE Strategy Partners, an insurance agency. Osaic Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers access to alternative investments through third-party platforms.

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. 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. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Thomas Kriss is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Saxony Capital Management. Kriss is based in O'Fallon, Missouri. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

David Domian is a CFP® professional with 44 years of experience in the financial industry. He has been with LPL Financial since 2002, operating out of Chesterfield, MO. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Bryan Pantazo is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Webster University and was involved with Community Christian Church. He has experience running a business, Tazo Audio LLC, which operated from 2020 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Jeffrey Fox is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with LPL Financial and has held previous roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. Fox is also a notary and an independent insurance agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristina Franke is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Merrill since 2017, Morgan Stanley Smith Barney from 2011 to 2017, and Wells Fargo Clearing in 2010-2011. 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and various institutional investors.