Brandon Joslin is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales capabilities.

Joseph Sigman is a financial advisor with Osaic Wealth, Inc. based in St. Louis, MO, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Oneamerica Securities, and American United Life. Outside of his advisory work, he is the managing partner of Gateway Capital Advisors LLC, which engages in the sale of fixed annuities and various insurance products, and he manages Prairie Lakes, LLC, a farming and maintenance business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk assessment, and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor at LPL Financial in Chesterfield, MO, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Cigna Express Scripts, Nfp, and Elevance Health/Anthem. Outside of advising, he has experience as a caregiver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, 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, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers, managing over $256 billion in assets.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Thebeau is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Citadel Servicing Corporation, TD Ameritrade, Scottrade, and Wells Fargo Advisors. Outside of his advisory work, he drives for Uber on weekends to become familiar with the local area. 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brandon Portell is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to provide a clear and organized approach to financial decision-making. Brandon collaborates with clients to understand their goals and challenges, helping them develop financial strategies tailored to their needs. He emphasizes educating clients to build confidence and facilitate thoughtful decisions amid changing circumstances. Prior to his current role, Brandon served as a Financial Center Manager, where he engaged with a diverse range of clients. His experience there, along with his own financial journey, inspired him to deepen his commitment to comprehensive financial advising. Brandon holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA) designations. Brandon earned his High School Diploma from Troy Buchanan High School. Outside of his professional work, he is newly married and a father of three children. He and his family participate actively in the Troy community. Brandon is also an avid NFL fan and maintains an ongoing interest in financial markets, economic policy, and personal finance.

Abigail Devereux is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked at Thrivent Financial since 2023 and previously held roles at Fleishman Hillard and Core & Main. Outside of her advisory role, she co-founded Bourbon & Blondes, a whiskey podcast and event business, and serves as a non-voting board member for The Repertory Theater of St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rebecca Hance is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

William Sellenriek is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at UBS Financial and Minnesota Life Insurance Company, among other firms. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs and tailored financial planning using firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct and corporate financial planning agreements.

Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. 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 offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.