Andrew Mc Lean is a financial advisor at Charles Schwab in Chesterfield, MO, holding a Series 66 credential with two years of industry experience. Prior to joining Charles Schwab, he held various roles including positions in the Missouri State University Athletic Department and Career Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account platforms.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

Allison Jentsch is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2021 and spent one year at TD Ameritrade. Prior to her financial services career, she was involved with Capstone Real Estate Investments and C Studio, Inc. 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 and discretionary investment management, combining strategic asset allocation with access to alternative investments and centralized custody and brokerage services.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Salvatore Culella is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Royal Alliance Associates, Inc. since 1997 and at Manufacturers Life Insurance Company since 1985. He is also involved in selling term life insurance through a sole proprietorship and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Stegmann is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Michelle Galvin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she works as a consultant for a skincare company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address diverse client needs. The firm develops tailored recommendations using proprietary research and tools, with implementation options available through its brokerage or advisory programs.

Samuel Butterfield is a financial advisor with Edward Jones in Chesterfield, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at West Bend Lakes Golf and Sunset Country Club, and has been involved with several educational and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Kelly Waller is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this, Waller worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of advising, Waller holds a 16.6% ownership interest in MAGIS LLC, a financial practice based in Chesterfield, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its proprietary research and tools, delivering tailored recommendations through advisor meetings and client summary letters.

Jason Head is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. Prior to his work in financial services, he spent 17 years at Boeing. He is based in Chesterfield, MO. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and educational seminars.

Joseph Garritano is a Series 66-licensed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2015. He has 14 years of industry experience. Outside of advising, Garritano serves as an adjunct professor at Saint Louis University, teaches undergraduate courses in project management and economics, and is active in local government including as Mayor of Wildwood, Missouri, and President of the Missouri Municipal League Board of Directors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gary Kulik is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Sodko is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Charles Medelberg is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Victor Mccool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Ameriprise Advisor Services and Natcity Investments prior to his current tenure at LPL Financial, which began in 2005. He also operates a separate business under the name McCool Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.