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.

Keith Weik is a financial advisor with Edward Jones in Fenton, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

John Mohler is a Series 66 licensed financial advisor with Edward Jones, based in Fenton, MO. He has 10 years of industry experience, including nine years with Wells Fargo Advisors prior to joining Edward Jones in 2025. 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 and offers comprehensive investment advisory programs alongside affiliated mutual funds, trust services, and securities-based lending options.

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.

Scott Schickling is a CFP® and Series 63 registered advisor affiliated with Cetera, with 19 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency and operates his own CPA firm specializing in tax preparation and accounting. Outside of his advisory role, he serves as president of a construction company and owns a real estate entity that holds his office building. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Morgan is a Series 66 licensed financial advisor with Edward Jones in Eureka, Missouri, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Morgan serves as a captain and commander of the 1137th Military Police Company in the Missouri National Guard and works as a staff accountant at Owensville Christian Church. 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 and offers a range of advisory programs including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and has prior work history including positions at Waddell & Reed, Inc. and various insurance agencies. Outside of advisory work, Rose has been involved in several business entities including a food service venture and a nonprofit organization. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and various affiliated financial services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. 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 combines a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a Series 66 licensed financial advisor with Edward Jones, based in St Charles, MO, with three years of industry experience. Barstow has been associated with Edward Jones since 2014. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jared Mora is a financial advisor with Edward Jones in Ofallon, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at US Bank from 2015 to 2017. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Douglass is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial industry, including education and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.

Brittany Candler is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Edelman Financial Engines since 2026 and previously held roles at Financial Engines Advisors L.L.C., Wells Fargo clearing Services LLC, TD Ameritrade, and Great Circle. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Diana Scher is a financial advisor with Edward Jones in Eureka, MO, holding a Series 66 designation and 15 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. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sarah Politowski Hefner is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following four years at TD Ameritrade and four years at Scottrade. 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 operates a primarily non-discretionary client relationship model while offering access to discretionary separately managed accounts and integrates custody, brokerage, and advisory services within a large-scale, centralized operational structure.

Paul Wibbenmeyer is a Financial Advisor with Merrill Lynch Wealth Management, where he guides individuals, families, and small business owners through complex financial decisions. With over ten years of experience, he focuses on creating clear investment plans tailored to each client's unique goals, emphasizing disciplined strategies and long-term market participation. His expertise covers areas such as retirement planning, college education funding, legacy planning, managing new wealth, portfolio management, employee benefits, tax minimization, and small business strategies. Paul works closely with clients to develop and adjust financial plans that adapt to changing circumstances. Paul holds a Bachelor's Degree from Southeast Missouri State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys a variety of sports including baseball, biking, football, golfing, hiking, ice hockey, pickleball, and soccer, and values spending time with his family and traveling.