Michael Danner is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including four years prior to joining Edward Jones spent at the University of Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling developed by its Investment Strategy Group.

Grayson Ram is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. His prior roles include positions at Cornerstone Wealth Management and PJ's Wine & Liquor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with 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 is recognized for its extensive retail advisor network and affiliated financial services.

Christian Bradford is a financial advisor at Merrill with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Bank of America, Wells Fargo Clearing Services, and Fisher Investments. Outside of his advisory role, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Gridley is a financial advisor at Ameriprise in Chesterfield, MO, holding a Series 66 designation with approximately six years of professional experience across various roles including education and business growth. Prior to joining Ameriprise in 2025, he worked at Arsenal Business Growth and Maryville University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Eric Halter is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 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. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Daniel Gansler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since at least 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its services.

Adam Krieger is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advising role, he works as a baseball umpire for the Greater St. Louis Association of Umpires. 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 and affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

Kristine Buelter is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 11 years prior to her current role. Outside of her advisory work, she performs appraisals on weekends and evenings with the Professional Appraisal Management Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Bulgarelli is a CFP® with 35 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is involved in business ownership with Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team working alongside financial advisors.

Christopher Baltazar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America Private Bank, Citigroup, Merrill, and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and analytical tools to develop tailored financial plans while generally acting in an advisory capacity for clients.

Nicholyn Bennett is a CFP® certificant and Series 66 license holder with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Menacher is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory work, he volunteers with Pathways to Independence. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Daniel Meltz is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, Missouri. He holds Series 63 and Series 66 designations and has eight years of industry experience. Meltz previously worked at TD Ameritrade, Inc. and has held various roles in other industries prior to his financial services career. 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 broad range of investment guidance supported by centralized custody and operational infrastructure.

Gregory Waters is a CFP®-designated financial advisor with 43 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following eleven years at INVEST Financial Corp and over three decades running his own advisory practices. Waters also has involvement in an insurance agency affiliated with his business. 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 broad range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Timothy Young is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Sean Corley is currently a Planning Consultant at Fidelity Investments, where he works closely with clients to develop and refine financial plans tailored to their family's specific needs. In this role, he collaborates with clients to build comprehensive strategies and maintains open communication to ensure the effectiveness of their financial plans. Sean's experience at Fidelity Investments spans multiple roles since 2022, including Relationship Manager, Client Service Support Specialist 3, High Net Worth Service Associate, and Customer Relationship Advocate. This progression through various client-facing positions has provided him with a broad understanding of financial services and client relationship management. Outside of his professional duties, Sean has interests in cars, football, and movies.