Stephen Baise is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Joseph Coleman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Schwab in 2020, he worked at Stifel Nicolaus & Co Inc and Scottrade 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure across its extensive client base.

Sandra Manker is a CFP® professional with 30 years of industry experience, currently affiliated with Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Town & Country, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Stacey Koziatek is a Series 66-licensed financial advisor at UBS Financial Services with 20 years of industry experience. She previously worked at Merrill and Morgan Stanley Private Bank and is involved in several business activities including managing Augusta Yoga, LLC, participating as a partner in C&K Adventures LLC, and serving as treasurer for the Defiance Merchants Association in Augusta, Missouri. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, utilizing proprietary market research and tailored asset allocations through a broad platform that combines institutional trading with wealth management.

James Buckalew is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Buckalew also owns Buckalew Wealth Management, LLC and holds a partial ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network is a large 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 a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Darren Summers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Summers Wealth Management, Principal Securities Inc., Principal Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to support its recommendations, which are implemented in a non-discretionary manner.

Moroni Erekson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Goldman Sachs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Brittany Wright is a financial advisor with Stifel in O'Fallon, MO, holding a Series 66 designation and two years of industry experience. She has previously worked at Millsap & Singer LLC for 13 years and held other roles including a position at Griffin Personnel Group. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Shonda Hart is a financial advisor with Edward Jones in O'Fallon, MO, holding a Series 66 designation and bringing one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Margie Ocello is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Smoking Hot Cigars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through advisors and specialized groups.

Kurt Zoeller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied and First Financial Planners. Beyond advising, he is involved in insurance businesses and serves as a successor trustee for family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party managers.

Bradley Schmidt is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2016. Outside of his advisory role, Schmidt serves on the Young Friends Board and Development Board of St. Louis Children’s Hospital. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and asset allocation methodologies.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

Aaron Holman is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Pacer Financial, Inc., and Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, retirement advice, and investment management services to individuals, institutions, and retirement plan participants through a large network of advisers. The firm offers a range of strategies and platforms supported by research and technology tools, managing over $819 billion in discretionary assets.

Patrick Halverson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as involvement with Moose Construction and Hendel's Cafe. Outside of his advisory work, he serves as a board member for Redman Acres Athletic Club, focusing on charitable events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and a multi-asset model portfolio approach. The firm is notable for its scale, integrated service model, and formal alternative-investment and cash-sweep processes.

Kenneth Ikeda is a financial advisor with Morgan Stanley in Wildwood, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as co-trustee and one-quarter beneficial owner of family trusts holding rental properties in Honolulu, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling.

Adam Julius is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory career, he held roles at the University of Missouri - Saint Louis and Meramec Community College, and was involved with Bully's Smokehouse. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing planning focused on income dependability and tax-aware withdrawal strategies for clients near or in retirement.

Parker Dempsey is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential. He has less than one year of industry experience. Prior to his current role, he worked in various positions including at the University of Missouri and in several other diverse roles unrelated to finance. Mass Mutual Investors Services 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 programs with a structured approach to collaborative, annual planning engagements.

Robert Daley is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Morgan Stanley in 2021, where he is currently affiliated with both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is an officer of Starboard Adventures LLC, a recreational business based in Saint Louis, Missouri. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions, including relationships with investment companies, private funds, and principal trading activities.

Kurt Balderston is a CFP® professional with 25 years of industry experience and is currently with Edelman Financial Engines. He has held advisory roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, Llc, and The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling and planner delivery with online tools. The firm manages approximately $326 billion for nearly 477,000 clients, providing a range of services including discretionary management, online advice, and access to alternative investment products.