Tyler Roberts is a financial advisor with Mass Mutual Investors Services who holds the Series 66 designation and has two years of industry experience. His work history includes multiple roles at MML Investors Services, LLC and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank beginning in 2014. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Catherine Baize is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where she is a partner of the Shannon Baize Group. In her role, Catherine and her team work with affluent families, professionals, and business owners, focusing on preserving, growing, and sustaining their desired lifestyle through retirement. They develop tailored wealth strategies designed to provide clients confidence in their financial future, managing personalized investment approaches that may incorporate individual stocks, Merrill Lynch model portfolios, and third-party strategies. With over two decades of experience in the banking and financial services industry, Catherine joined Merrill Lynch in 2011 after serving as a Premier and Private Client Advisor. She holds a Bachelor of Arts degree in Business Management from Maryville University of Saint Louis and has earned the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Catherine's client focus areas include education planning, retirement income, tax minimization, executive compensation, and portfolio management, among others. She is committed to fostering long-term relationships through personalized financial strategies and proactive discussions that consider current economic and social issues. Catherine is actively involved in her community in keeping with Merrill’s tradition and dedicates time to volunteering with local organizations. She lives in St. Louis with her husband and three daughters. Outside of work, Catherine enjoys gardening, sewing, softball, traveling with her family, watching movies, and practicing yoga. She is fluent in English and Tagalog (Filipino).

James Rudd is a CFP®-certified financial advisor with Edward Jones, based in O'Fallon, MO. He has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mallory Immethun is a Series 66 licensed financial advisor with six years of experience at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Prior to this, she worked at NDX Keller Laboratories and has involvement with Stella Blues Vapors, Inc. outside of her financial services career. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Jacob Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with three years of industry experience. His prior roles include positions at Synergy Wealth Solutions and a four-year tenure at the University of Kansas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, focusing on asset allocation and comprehensive financial planning analyses.

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Stephen Peters is a Senior Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He specializes in retirement plan consulting and private wealth management, assisting clients with corporate benefits, employee financial health, legacy planning, and personal retirement planning. Stephen works closely with HR leaders and plan sponsors to enhance benefits programs through financial education, fiduciary oversight, employee engagement, and plan design support. Stephen holds a Bachelor's Degree from the University of Missouri and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach focuses on understanding clients' long-term goals and developing personalized financial strategies to help pursue those objectives. Outside of his professional role, Stephen participates in community service with organizations such as Habitat for Humanity, St. John Lutheran School, and the St. Louis Area Foodbank. His personal interests include football, golfing, reading, and soccer.

James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Catherine Woodside is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory role, she is involved in retail sales as an associate with Isagenix. 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 a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and maintains a large client base supported by integrated custodial and brokerage services.

Oliver Byers is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. He has previously worked at Apollo Insurance Group and has experience running his own financial advisory business, OBB Advisements, LLC. Outside of his advisory role, he also receives residual compensation from prior insurance sales. MassMutual Investors Services, LLC provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative client relationships to develop investment strategies and planning recommendations.

Scott Wheeler is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Arthur Trey Ruprecht is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Justin Cella is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Enterprise Fleet Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide. The firm manages over $1 trillion in assets and offers services including tax-efficient strategies and affiliated investment products.

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Zachary Daniels is a financial advisor with LPL Financial in Wentzville, Missouri, holding a Series 66 designation and 11 years of industry experience. He previously worked at United Planners' Financial Services of America and Investacorp Advisory Services. Outside of advisory work, he owns a business selling 3D prints. 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 range of advisory services including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using various investment strategies.

Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Schell is a Financial Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on understanding each client's unique financial goals and utilizes her investment experience alongside Fidelity's resources to develop and implement comprehensive financial plans. Prior to her current position, Samantha held roles as an Investment Consultant and Planning Consultant at Fidelity Investments between 2024 and 2025. Before joining Fidelity, she worked as a Financial Advisor at Synergy Wealth Solutions from 2020 to 2024.

Larry Miller is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a variety of tools to support client financial goals.