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.

Graham Fullerton is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. before joining Charles Schwab in 2022. 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 both non-discretionary and discretionary advisory models with multi-asset portfolios and a formal alternative investments program, supported by a large integrated operational structure.

Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Phillip Hawkey is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he assists with a small part-time retail activity involving DoorDash to support his wife. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Danielle Vieth is a financial advisor at Edward Jones in Ellisville, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.

Megan Reineke is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and works out of Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm 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.

Matthew Birkemeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience at Waterway, Asics Corporation, Nike, and Liberty High School. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm integrates research, modeling, and tax-efficient strategies in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Gregory Gilsinn is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery conversations and firm-approved planning tools to develop financial plans.

Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mason Brunsmann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Citigroup and TD Ameritrade. Outside of his advisory work, he was involved with Xist Fitness from 2018 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Jenna Gornicz is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

John Benoist III is a CFP®-credentialed financial advisor at Charles Schwab with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Inc. from 2019 to 2022 and has experience in various roles outside the financial industry. He is also the owner of Bazaar Benoist Trading Cards & Games LLC, a retail business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Kevin Monton is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he spent 20 years at Charles Schwab and Charles Schwab Bank. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Justin Ripperden is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in financial planning with a holistic approach, working with individuals and families to create tailored financial plans aimed at helping clients pursue their financial goals. Prior to his current position, Justin served as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2022. He holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial guidance. Outside of his professional responsibilities, Justin engages in family activities, social events with friends, golf, parenthood, and traveling.

Adam Wiedman is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

Britton McNeill is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for several years and has also held positions at Amazon and AMC Showplace Edwardsville 12. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary advice and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.