Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. 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 multi-asset model portfolios supported by research and a formal alternative investment program.

Michael Moeller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Moeller is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services such as business-owner transition and special-needs planning, delivered through a network of financial advisors using Wells Fargo research and planning tools.

Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a credit union service organization affiliated with Vantage Credit Union, where he holds executive roles. LPL Financial is a registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Timothy Reeves is a financial advisor with LPL Financial in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior firms include Royal Alliance and National Planning Corporation, where he worked for a combined 15 years before joining LPL Financial. He is involved with Beacon Support Services LLC, a business entity related to tax and investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, MML Investor Services, LLC, and U.S. Bancorp Investments, Inc. Outside of her advisory work, she is involved with Cornerstone Wealth Services and L Powell Investments LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. Yin has worked with Wells Fargo Clearing and its related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Dustin Ward is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. He is also a managing partner and insurance agent at two St. Louis-based LLCs that sell fixed annuities and various insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm combines brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Anthony Wight is a CFP® with four years of industry experience, currently associated with Mass Mutual Investors Services in Chesterfield, MO. His prior work includes roles at Moneta and Larson Financial Group. Outside of his advisory work, he serves as treasurer of Rockford Farms, LLC, where he oversees financial operations and liaises with the farm's investment advisor. 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 financial planning, asset management, and educational seminars, offering collaborative, annual planning relationships supported by firm-approved tools and methodologies.

Matthew Stokes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized retirement planning and wealth management strategies that focus on protecting and growing assets to help clients achieve financial independence and confidence in retirement. With 10 years of experience in financial markets, Matthew guides families through major life transitions such as retirement, career changes, and business exits, aligning strategies with their goals and values. Matthew holds a Bachelor's Degree from the University of Missouri System and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses retirement income planning, tax-efficient investment strategies, risk management, and portfolio optimization. Outside of his professional role, Matthew is involved with the Gateway Region YMCA of O'Fallon. He enjoys camping, golfing, and woodworking, and values faith and family, often spending time with his wife and three children engaged in outdoor activities.

Michelle Crause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its affiliated entities since 2014, including a prior role at VOYA Financial Advisors. Additionally, she operates as an independent insurance agent, focusing on the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment platforms with over $256 billion in assets under management.

Brandon Wilkes is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, he spent ten years at Peoples Church St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Mary Alsup Niedergerke is a financial advisor with LPL Financial based in Saint Charles, MO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with First State Bank of St. Charles for over three decades and has been with LPL Financial since 2018. Niedergerke is also associated with First State Wealth Advisors, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and multiple management options.

Joshua Derwin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise serves a diverse client base spanning individuals, retirement plans, charities, corporations, and institutions through advisory and brokerage channels. The firm offers a range of services, including financial planning, model portfolio management, and access to third-party asset managers.

Joseph Sedberry is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Advisors since 2024 and Primerica Financial Services since 2023, alongside a long tenure at QuikTrip Corp. Sedberry is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Troy Larsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has experience with Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

John Hofman is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Hofman serves on the finance committee and as a board member for homeowners associations in the Lake Sherwood area and manages a side business selling personal sporting event tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of advisors.

Jennifer Kollias is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as Vice President of Fundraising for the Timberland High School Band Booster in Wentzville, MO. 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 manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.