Patrick Halverson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as involvement with Moose Construction and Hendel's Cafe. Outside of his advisory work, he serves as a board member for Redman Acres Athletic Club, focusing on charitable events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and a multi-asset model portfolio approach. The firm is notable for its scale, integrated service model, and formal alternative-investment and cash-sweep processes.

Parker Dempsey is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential. He has less than one year of industry experience. Prior to his current role, he worked in various positions including at the University of Missouri and in several other diverse roles unrelated to finance. 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 offers financial planning, asset management, and educational programs with a structured approach to collaborative, annual planning engagements.

Kevin Moore is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Dick's Sporting Goods, and Petro Mart. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Robert Daley is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Morgan Stanley in 2021, where he is currently affiliated with both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is an officer of Starboard Adventures LLC, a recreational business based in Saint Louis, Missouri. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions, including relationships with investment companies, private funds, and principal trading activities.

Kurt Balderston is a CFP® professional with 25 years of industry experience and is currently with Edelman Financial Engines. He has held advisory roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, Llc, and The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling and planner delivery with online tools. The firm manages approximately $326 billion for nearly 477,000 clients, providing a range of services including discretionary management, online advice, and access to alternative investment products.

Robert Clark is a CFP®-designated financial advisor with LPL Financial in Chesterfield, MO, and has nine years of industry experience. He previously worked at Royal Alliance Associates and Financial Legacy Associates, and spent four years at the University of Missouri. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Puricelli is a financial advisor with Edward Jones in Chesterfield, MO, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he teaches Zahn Certified Fin Planner live review classes several weekends a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Mary Wang is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at TD Ameritrade 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment program.

Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. 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 a multi-asset investment approach supported by research and alternative investment due diligence.

Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.

Michael King is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Company and previous work in logistics and marketing. MassMutual Investors Services, LLC 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, employing firm-approved software and collaborative planning processes.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Diane Rademacher is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 63 designation and 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes.

Daniel Wren is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. He previously worked at Wells Fargo and has been involved with Octave Commercial, LLC, a now-expired real estate brokerage. Outside of his advisory role, he is engaged with Retirement Income Source, LLC, focusing on fixed insurance sales and client acquisition. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a manager solutions team.

Cory Wilson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Chesterfield, MO, with 9 years of industry experience. He has been with Wells Fargo Clearing Services since 2009. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Nicholas Coyne is a Series 66-licensed financial advisor with Morgan Stanley in Chesterfield, MO, where he has worked since 2016. He has 10 years of industry experience, all with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Annapurna Kuchi is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Co., Inc. since 2022, following five years at TD Ameritrade. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Stavrides is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Cetera, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns small businesses including Melting Pot Card, Collective, LLC and Stavy's Resale Shop, and works as an Uber Eats driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, supporting advisors with research, technology tools, and access to diversified strategies across discretionary and non-discretionary accounts.

Danielle Rosas is a financial advisor at Edward Jones in St. Charles, Missouri, with four years of industry experience. She holds a Series 66 designation and previously worked at Creative Planning Tax for five years before joining Edward Jones. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.