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.

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. Charles Schwab 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 investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 license and 11 years of industry experience. He has been with LPL Financial since 2017 and has concurrent roles at NationalPlanning Corporation and Resource One Advisors, LLC. Outside of advising, Gardner is also a managing partner at Resource One Advisors and sells fixed insurance products. 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 financial planning and portfolio management services, combining advisory platforms with extensive non-advisory financial activities.

Dalton Scaggs is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His work history includes roles at Cambridge Investment Research, Inc. since 2024 and involvement in other businesses such as Gulf Breeze Holdings LLC and S.W.A.N. Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Stephanie Feeney is a financial advisor at Thrivent Investment Management in Ellisville, MO, holding Series 66 and Series 63 licenses with five years of industry experience. She has been with Thrivent since 2021 and previously worked for InMoment/MaritzCX for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Kenneth Mc Mahan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Merrill since 1997 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved as a limited partner and general partner in several LLCs engaged in real estate activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Holder is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commerce Bank since 2001 and transitioned to LPL Financial in 2023. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Nicholas Baker is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Mass Mutual Investors Services, LLC 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 collaborative annual financial planning engagements using firm-approved tools and also provides specialized programs such as divorce planning and employer-sponsored planning.

Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.

William Brinkmeyer is a CFP® professional with 36 years of industry experience, currently serving at Wells Fargo Clearing Services, LLC since 2017. His prior experience includes roles at Umb Financial Services, Inc., FIFTH THIRD SECURITIES, Inc., and VOYA Financial Advisors, Inc. He participates in reviewing performance for the Lutheran Foundation in Clayton, MO. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ronda Mccollum is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing for six years. She is also involved with Trankler Wealth Management in a non-investment capacity. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports advisory programs through a large network of advisors.

Janice Oexeman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved with SKL Legacy LLC, which focuses on agriculture and real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated entities since 2016. Outside of his advisory role, he is involved with MAGIS LLC and Michael T. Waller Financial Services LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and tools.