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.

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 license and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm offers planning in areas such as retirement, education, risk, wealth transfer, and niche topics like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop client recommendations.

Dyllan Weicht is an advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience in educational roles at Missouri Baptist University, Holt High School, and Wentzville Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.

Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”

Mario Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and to develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen expenses, and facilitates access to specialists in banking, credit, home financing, and small business solutions. With a focus on personalized service, Mario collaborates with clients to define their goals and implement portfolio strategies tailored to their needs. He offers ongoing advice and adjusts financial plans as clients' situations evolve. His expertise addresses the complexities of managing competing financial demands such as home buying, college savings, elder care, and healthcare preparation. Mario holds a Bachelor's Degree from the University of Missouri System and has earned the Personal Investment Advisor (PIA) designation. He is also affiliated with the United States Air Force Reserves.

Leigh Kulik is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Charles Schwab in 2022, Kulik worked at TD Ameritrade from 2018 to 2022 and Scottrade from 2007 to 2018. Charles Schwab & Co., Inc. serves a large client base, 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Dylan Oran is a financial advisor at Charles Schwab in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior work includes eight years at Edward Jones and six years at KPMG LLP. Outside of his advisory role, he is involved as a member in two real estate ventures, Tailor Made Properties LLC and Gravy Real Estate LLC. 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 a blended approach of non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment program.

Kari Lovera is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing option, focusing on comprehensive written recommendations without discretionary trading authority.

Christopher Durr is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2010. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.

Kyle Kinder is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Neighbors Credit Union and US Bank, and has experience as a professional poker player. 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 both non-discretionary advisory and discretionary separately managed accounts, combining a large client base with integrated custody, brokerage, and advisory functions.

Andrew Ray is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes proprietary tools and modeling techniques.

Gary Wideman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2008. Wideman participates in community activities, serving on a golf committee that organizes an annual tournament to support the DARE program through the Richmond Heights Police Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Robert Mac Donald is a CFP®-certified financial advisor with Ameriprise Financial Services, Inc., where he has worked since 2005. He has 36 years of industry experience and holds a Series 63 license. Outside of his advisory work, he is involved in music production through ownership of RSM Records LLC. 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 written recommendations in partnership with its financial advisors.