Zachary Ballard is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Wamu Investments, Banc One Securities, and Fidelity. 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 options and tailored recommendations supported by proprietary research and tools.

Andrew Busby is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and has additional experience with MassMutual Life Insurance Company dating back to 2016. Outside of his advisory work, he serves as treasurer for the Lindbergh High School Soccer Booster, where he helps manage expenses and fundraising efforts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars as part of its comprehensive approach.

Kyle Hanlon is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked at Postland State University from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles within the sports and legal sectors. Outside of his advisory work, he is involved in a vacation rental business through Home Town Vacay Rentals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that includes both quantitative and qualitative analysis.

Ryan Rogers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. 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, utilizing multi-asset model portfolios and a formal alternative-investment offering.

David Watson is a ChFC® with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes ten years at Pines Wealth Management and over 30 years with Royal Alliance Associates. In addition to his advisory role, Watson serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund and is a council member of the Finance Council for the Archdiocese of St. Louis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation and portfolio optimization tools, supporting discretionary management and third-party strategies.

Patrick Oreilly is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, O'REILLY LLC (formerly MIKE O'REILLY LLC), Securities Service Network, U.S. Bancorp Investments, and First Allied Advisory Services. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple program options and third-party manager access.

Alex Pagan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Bank of America, and AT&T. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with a range of strategy options, including ESG considerations, supported by centralized due diligence and affiliates offering portfolio services.

Samantha Brekalo is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures while employing oversight controls and systematic methodologies.

Robert Ponciroli is a financial advisor with LPL Financial in Ellisville, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Cuna Mutual Group, Eagle Strategies (NY Life), and Equitable Advisors. He is also involved with Investment Services at First Community, serving as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant retirement advice, and institutional platforms, utilizing a broad range of investment strategies and operational tools.

Ries Moredock is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he held roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. Outside of his advisory work, he has a background involving positions at Soccer Master and Truman State University. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and offering both discretionary and advisor-managed strategies.

Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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 offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third‑party asset managers.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, and Scottrade. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Shane Bengtson is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has 24 years of industry experience. His career includes multiple roles at Charles Schwab from 2006 to 2015 and again since 2022, as well as positions at TD Ameritrade, DeVoe & Company, The Retirement Planning Group, and Avantax Planning Partners. 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 with periodic reviews and due diligence on alternative investments.