Gregory Lowhorn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, Jag Capital Management, LLC, Jones Lang Lasalle, and Wyndham Vacation Ownership. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored programs.

Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves 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 guidance supported by multi-asset model portfolios and centralized operational structures.

Benjamin Wishman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Edward Jones since 2024, he worked at Edward Jones Investments from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Hesse is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He 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 range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored client strategies.

Alex Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial professional since 1998 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Alex is committed to providing clients with tailored financial and retirement strategies to help them build a solid foundation for confident decision-making. With over 15 years of experience, Alex offers personalized strategies in areas including retirement planning, trust and estate planning in collaboration with clients' tax accountants and attorneys, long-term care strategies, life insurance strategies, wealth preservation, educational planning, managed strategies, financing purchases, transfer of wealth, and business succession planning. He emphasizes a hands-on approach to ensure clients' short-term and long-term goals are met. Alex graduated from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing finance. He grew up in the St. Louis area and resides in Washington, MO with his wife and two children. He is a member of the Knights of Columbus and involved in his church community.

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Blanke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise, The Artisan Boutique Hotel, and Hussongs Cantina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Alexander Roberts is a Series 66 licensed financial advisor with LPL Financial, based in Chesterfield, MO. He has one year of experience at LPL Financial and has held roles at Cornerstone Wealth Services, Horseman Group, and Severin Investments, among others. His background includes involvement with sports facility management and a university affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Cara Podor is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Justin Schappe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he has partial ownership in a diamond sales business in St. Peters, Missouri. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and modern investment strategies.

Natalie Bruer is a financial advisor at Edward Jones with 11 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory work, she is a member of BARN Rentals, a lease holding company in Foley, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999, including through its prior affiliation as AXA Advisors. Outside of his advisory role, he is an agent for Flexible Benefits Service Corp., a brokerage company specializing in group and individual health policies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, using a blend of firm-offered programs and referrals to third-party asset managers.

Charles Marino III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Scottrade. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab. 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 integrated brokerage, custody, and cash-sweep services.

Andrew Guenther is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Gregory Bennett is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Outside of his advisory role, he is a 50% owner of B & Y Outdoors LLC, a farm growing corn and soybeans. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Walck is a financial advisor at Morgan Stanley with 31 years of industry experience. Prior to joining Morgan Stanley in 2025, Walck worked at Wells Fargo Advisors for 13 years. Walck holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various planning tools and investment services.

Brittany Pisciotta is a financial advisor with Edward Jones in Lake Saint Louis, Missouri, holding a Series 66 designation and seven years of industry experience. She previously worked at Carshield for five years before joining Edward Jones in 2019. Outside of her advisory role, she owns a photo booth business and has worked as a restaurant server for local community establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Matthew Mullen is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.