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.

Thomas Bindbeutel III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc. and roles in education at Truman State University and Liberty High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements without discretionary authority.

Phillip Leathers is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 designations and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. 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 through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Lisa Leonard is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Securities America, Voya Financial Advisors, and Cetera Investment Services. Outside of her advisory work, Leonard volunteers on the education committee of Powell Gardens, participates in the Junior League of Kansas City, and is involved in genealogy and historical societies, including the Colonial Dames of America and the Daughters of the American Revolution. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Kimberly Keegan is a Series 66-licensed financial advisor with Ameriprise, based in Ballwin, MO, and has 20 years of industry experience. She has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Parkway West Softball Boosters, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Ethan Bazan is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, he worked in the food service industry, including positions at Hendel's Market Cafe and Doozle's Frozen Custard. 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 separate managed accounts, supported by centralized custody and a distinctive operational structure.

Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Mahon is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones and spent several years in education within the Parkway School District. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Patrick Aydt is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1984. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive financial guidance to businesses, individuals, and families. Patrick focuses on helping clients maintain their purchasing power, lifestyle, and dignity during retirement, offering expertise in retirement and education planning, risk-managed investing, portfolio management, tax minimization, and lending services through Bank of America, N.A. Patrick earned a Bachelor of Science degree from Kansas State University in 1978. Over his career, he has developed specialized knowledge in areas including family wealth management strategies, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He works closely with clients to coordinate financial plans with their CPAs and attorneys, ensuring alignment of tax and estate planning strategies. Patrick also participates in community organizations, serving as a board member and donor to The Repertory Theater of St. Louis and supporting the Missouri Botanical Garden. Outside of his professional duties, Patrick enjoys biking, dancing, golfing, hiking, reading, swimming, yoga, and spending time with his family. He resides in St. Louis and has been actively involved in local civic and charitable roles throughout his career.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a comprehensive multi-advisor platform.

Trevor Reese Jr. is a financial advisor at Edward Jones with 48 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones since 1978. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jacob Mc Collum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and has been involved in coaching high school football at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party models while supporting advisors with advanced research and operational tools.

Dale Hicks is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Outside of his advisory work, he oversees a property management company for a vacation home he owns. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Eric Westall is a CFP® with 14 years of industry experience. He is currently with OSAIC and previously worked at Stifel Independent Advisors, LLC for 10 years and Edward Jones for 4 years. Outside of his advisory role, he serves on the school board of Ascension Catholic School in Chesterfield, MO. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside access to third-party managers and alternative investments.

Gregory Shepardson is a CFP®-certified financial advisor with over 30 years of industry experience, currently practicing at LPL Financial since 2021. His prior experience includes roles at Financial Legacy Associates, Royal Alliance Associates, and Veravest Investment Advisors. He is also a commissioned notary in the state of Missouri. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models, third-party subadvisors, and technology tools for research and operations.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo Clearing and U.S. Bancorp Investments. Diehl is a part owner of Panorama Wealth Partners, LLC, where he dedicates significant time during trading hours. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning among other specialized services.

Hongduo Knuckles Li is a CFP® with eight years of industry experience, currently serving at Charles Schwab. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its research and alternative investments platform.

Joseph Klug is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over 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 national network of financial advisors and branch offices.

Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. 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 offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.