Patrick Oreilly is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, O'REILLY LLC (formerly MIKE O'REILLY LLC), Securities Service Network, U.S. Bancorp Investments, and First Allied Advisory Services. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple program options and third-party manager access.

Alex Pagan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Bank of America, and AT&T. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with a range of strategy options, including ESG considerations, supported by centralized due diligence and affiliates offering portfolio services.

Samantha Brekalo is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures while employing oversight controls and systematic methodologies.

Robert Ponciroli is a financial advisor with LPL Financial in Ellisville, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Cuna Mutual Group, Eagle Strategies (NY Life), and Equitable Advisors. He is also involved with Investment Services at First Community, serving as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant retirement advice, and institutional platforms, utilizing a broad range of investment strategies and operational tools.

Ries Moredock is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he held roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. Outside of his advisory work, he has a background involving positions at Soccer Master and Truman State University. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and offering both discretionary and advisor-managed strategies.

Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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, including financial planning and access to model portfolios and third‑party asset managers.

William Vanronzelen is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities prior to joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, and clients have flexibility in implementing these through various brokerage and advisory programs.

Thomas Borich is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1992. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor with LPL Financial in Saint Peters, MO, holding Series 66 and Series 63 credentials and 24 years of industry experience. Her career includes roles at firms such as Stifel Nicolaus, Raymond James Financial Services, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with capabilities including model portfolios, third-party asset management, and institutional platforms.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, and 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Shane Bengtson is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has 24 years of industry experience. His career includes multiple roles at Charles Schwab from 2006 to 2015 and again since 2022, as well as positions at TD Ameritrade, DeVoe & Company, The Retirement Planning Group, and Avantax Planning Partners. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with periodic reviews and due diligence on alternative investments.

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 license and 11 years of industry experience. He has been with LPL Financial since 2017 and has concurrent roles at NationalPlanning Corporation and Resource One Advisors, LLC. Outside of advising, Gardner is also a managing partner at Resource One Advisors and sells fixed insurance products. 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 financial planning and portfolio management services, combining advisory platforms with extensive non-advisory financial activities.

Dalton Scaggs is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His work history includes roles at Cambridge Investment Research, Inc. since 2024 and involvement in other businesses such as Gulf Breeze Holdings LLC and S.W.A.N. Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.