Peter Lucier is a Series 66-licensed financial advisor with 26 years of industry experience. He currently works at OSAIC and has previous experience with firms including Securities America, Voya Financial Advisors, Prospera Financial Services, and UBS Financial Services. Outside of his advisory role, he serves as an administrator for D.L.D. Partners LTD, managing administrative and tax-related tasks for the partnership. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale and complex affiliate network.

Jeffrey Rogles is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at PRUCO Securities, LLC from 2006 to 2007. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions, utilizing research and analytics from its Investment Institute and third-party sources.

Katherine Ferguson is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO, and has 16 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in fitness instruction, operating a boutique fitness company and teaching Barre classes at a local studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment options, operating under a fiduciary standard.

Richard Hagedorn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2011. Outside of his advisory role, Hagedorn serves as vice president of the St. Louis chapter of the Society of St. Vincent de Paul, where he manages hotline calls and attends meetings. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions.

David Parmer is a Series 63 licensed financial advisor with Edward Jones in Eureka, MO, where he has worked since 2000. He has 26 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelli Anderson is a Series 66 licensed financial advisor with Morgan Stanley in Chesterfield, MO, where she has worked since 2015. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of services including structured planning processes and investment strategies approved by its Global Investment Committee.

Sandra Pruett is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors and advanced operational tools.

Ben Heilman is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at TD Ameritrade and an 18-year tenure at Regions Bank. 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, providing multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Brian Roberts is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005. Outside of his advisory role, he is involved as a limited partner in a horse racing investment entity and serves as a board member for both Incarnate Word Academy and the Fellowship of Christian Athletes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Caleb Clayton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked at Rocky Mountain Reserve and has held roles in education and healthcare sectors. He has also been involved with Utah Valley University and the Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC, where Caleb is affiliated, provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is notable for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Michael A. Roy is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is involved in the distribution of trust assets for the E.C. and N.C. Rev Living Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Kama Unnerstall is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Washington, MO. Outside of her advisory role, she owns a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kelly Huff is a Series 66-licensed financial advisor with LPL Financial, based in Wentzville, MO, and has 15 years of industry experience. She has worked at LPL Financial since 2011 and is also involved with Vantage Credit Union, where she supports administration of CDs, IRAs, deferred compensation, and member services. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Margarita Gonzalez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Scottrade, Inc. from 2005 to 2021 and has been with Charles Schwab since 2021. Outside of her advisory role, she serves as Vice President of Communications on the board of the Geggie Elementary PTO in Eureka, Missouri. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning and managed-account services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and an integrated operational structure.

Nicole Spiker is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab since 2020 and has prior experience with Scottrade and TD Ameritrade. Outside of her advisory role, Nicole is involved in advertising and marketing as a dog handler for a canine model for Chewy. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

Stephanie Mc Fadden is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, she worked at Brighthouse Securities, LLC. 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 offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Pulliam 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 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he is active as an insurance agent selling long-term care, life insurance, and fixed annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.

Keith Klueter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 22 years. Outside of his advisory role, he offers term, fixed, and universal life insurance products through a sole proprietorship and is involved as a registered representative with CSE Strategy Partners, an insurance agency. Osaic Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers access to alternative investments through third-party platforms.