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.

Trisha Humphries is a financial advisor with Edward Jones in O'Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cody Rabe is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Bank of America, and Sotolar Masonary Restoration. 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 offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Ahmad Mian is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including 30 years at Metlife Securities Inc. and over nine years at MassMutual Investors Services. Outside of his advisory role, he is a part owner of CPMN, LLC and Morghis Real Estate Properties, both involved in real estate, and serves as an advisor to Thomas Insurance Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers a range of investment programs and educational seminars, emphasizing collaborative, goal-based planning without investment discretion for advisers.

Gabe Phillips is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Bank of Springfield, and has held positions at Southeast Missouri State University and Cape Girardeau Country Club. Phillips holds Series 63 and Series 66 designations and is based in St. Louis, MO. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Erbacher is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Gabrielle Vigil is a financial advisor with Mass Mutual Investors Services in Manchester, MO, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Mass Mutual Life Insurance Company, Lenox Advisors, Inc, LPL Financial, and Waddell & Reed, Inc. She also worked as a notary for seven years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides written recommendations through annual collaborative engagements.

Jack Waters is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with LPL Financial and his own Waters Financial Group since 2019. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Thomas Schlag is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a trustee for family investment trusts and is a commissioner on the Municipal Park Grant Commission of St. Louis County, Missouri. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a team of over 14,000 advisors.

April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. 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 with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Kearns is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at United Planners' Financial Services of America and Investacorp, Inc. Outside of his advisory work, he is an associate at Tribute Tax and Accounting, LLC, providing tax preparation and bookkeeping services. 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 portfolios, third-party asset management, and institutional platforms.

Steven Glazer is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services INC for eight years and MSI Financial Services, Inc. for 19 years. In addition to his advisory role, he is involved in selling life, disability, long-term care, group life, health, and Medicare-related insurance products through affiliated entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with services spanning financial planning, portfolio management, and retirement consulting, supported by a large multi-advisor platform and a complex affiliate network.

Paul Hardy is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at TD Ameritrade and internships abroad related to sports events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated operational platform.

Michael Fleming is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the CFP® and ChFC® designations and has 24 years of industry experience. Fleming has been with Mass Mutual Investors Services since 2006 and MassMutual Life Insurance Company since 2005. He is the owner of Fleming Financial Services, LLC, an entity involved in his advisory activities. Mass Mutual Investors Services, LLC 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 various programs including wrap and money-manager options, focusing on collaborative, goal-driven financial planning.

Thomas Hadican Jr. is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 credential and 26 years of industry experience. He previously worked at Metlife Securities Co. for 16 years before joining Mass Mutual. Outside of his advisory role, he serves as a sports official in his community. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jeffrey Misuraca is a Series 66-licensed financial advisor with Edward Jones in Ballwin, Missouri, where he has worked since 2008. He has 17 years of industry experience. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.