Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at M&K Financial Services and PFS Investments, as well as experience outside finance in the restaurant and service industries. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, supported by a network of nearly 3,700 financial advisors and managing approximately $15.5 billion in assets.

Shane R. Lunsford is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Michael Kickham is a CFP® with 43 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial, The Retirement Group, FSC Securities Corporation, and Porter & Kickham, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Jennifer Barbey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she owns and manages several business ventures including Barbey Wealth Management and Strategic Wealth Management, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Jacob Giaccotto is a financial advisor at Edward Jones in St. Charles, Missouri, holding a Series 66 designation with nine years of industry experience. He previously worked at Midland States Bank from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he sings in a Renaissance choir based in Sappington, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Frierdich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Owl Health, Relias, and Swank Healthcare. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations, with implementation requiring separate arrangements.

Meredith Meyer is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management and Scottrade. Outside of finance, she owns a small business producing and selling dips at farmers' markets and festivals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Collin Mayer is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at TD Ameritrade and several years in the consumer services sector. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, offering multi-asset model portfolios supported by in-house research and a centralized operational structure.

Danielle Darling is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has participated as a film extra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Lee 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 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Brian Watkins is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of finance, Watkins is a recording artist and songwriter, publishing music on streaming platforms such as Spotify and Apple Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling tools.

Benjamin Baker is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked for six years at NISA Investment Advisors. Outside of his advisory role, he owns and manages an online retail business operating on the Amazon platform. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Rotter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp and Central Trust Bank. Outside of his advisory role, he also serves in a fiduciary capacity for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Deana Prewitt is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

Kevin Daniels is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His career includes roles at various firms such as United Planners' Financial Services of America and SECURITIES AMERICA, Inc. Outside of financial advising, he serves as chairman of the board of a nonprofit organization, Reclaim Christian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Courtland Watson is a financial advisor at Stifel with a Series 66 credential. He began his financial services career in 2023 and has held positions at several organizations, including Raymond James Financial Services and Northwest Missouri State University. His background also includes teaching roles at Hannibal High School and Holy Family Catholic School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.