Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Marcus Sierawski is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Buckhurst, LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers, managing over $256 billion in assets.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering 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 operates a large nationwide network of financial advisors and branch offices.

Bradley Thebeau is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Ameritrade, Scottrade, Wells Fargo Clearing, and Citadel Servicing Corporation. Outside of his advisory work, he drives for Uber on weekends to become more familiar with the local area. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated structure that includes custody, brokerage, and cash-sweep services.

Brandon Portell is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to serving individuals and families in making thoughtful decisions about their wealth, future, and the life they want to build. He aims to bring clarity to financial complexity by collaborating with clients to understand their unique situations and goals, and crafting clear financial strategies. Brandon serves as a trusted partner, helping clients navigate important financial decisions with confidence and purpose. He brings expertise in areas including college education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal experience with financial uncertainty fuels his commitment to helping clients overcome challenges and achieve their goals. Brandon earned his High School Diploma from Troy Buchanan High School. Outside of his professional work, he is newly married and a father of three children. He and his family are actively involved in the Troy community. He enjoys football, golfing, and spending time with his family.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Tammy Mudd is a CFP® with 40 years of industry experience, currently with Wells Fargo Advisors since 2025. She previously worked at Wells Fargo Clearing from 2016 to 2025 and Wells Fargo Advisors LLC from 2009 to 2016. She is the owner of GENERATIONSWMTMUDD, LLC, a business registered in St. Charles, MO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial product offerings and referral channels.

Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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 at Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at UBS Financial and Minnesota Life Insurance Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and research, with a focus on advisory services rather than direct security recommendations.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Prudential Insurance Company of America, Grey Eagle Distributors, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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.

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.