Kurt Zoeller is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple affiliated firms, including First Allied Advisory Services and First Financial Planners. In addition to his advisory role, Zoeller serves as a successor trustee for two family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

Aaron Holman is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Pacer Advisors, and Wells Fargo Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

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 at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 registrations. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in retail and service roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model combines non-discretionary client guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by in-house research and alternative investment options.

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® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. He previously worked at Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

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.

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 at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Total Quality Logistics and Vector Marketing Corporation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and supports event-driven planning services such as divorce planning and estate settlement.

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 at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Sound Income / Retirement Income Source. Outside of his advisory role, he is involved with Octave Commercial, LLC, a non-investment real estate entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

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.

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.